Investment Associate

Since commencing an internship with Credit Suisse in 2012, Lisa has worked in a variety of investment-focussed roles in finance. She spent three years working in equity research sales on the trading floor at Credit Suisse and nearly two years as a deep long-term value analyst at Montgomery Investment Management. She’s covered a range of sectors but with a particular focus on healthcare and technology.

Lisa holds a double degree in Advanced Mathematics and Commerce with majors in mathematics, computer science and econometrics. She speaks fluent Russian and French. In her spare time, she likes challenging what’s possible. This has led her to take up aerial silks and lyra, learn to ride a motorcycle, attend Vipassana and obtain an advanced scuba diving qualification.