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Lisa Treece Keleher, CFA®
Director of Consulting Research

Lisa Treece KeleherOriginally from San Diego, California, Lisa has called New Orleans home for twenty years. She received her bachelor's degree from the University of San Diego and her masters from Tulane University, both in Mathematics. Lisa began her financial analysis career with Historic Restoration, and while at Kaplan Financial she pursued her CFA® charter, obtaining the Chartered Financial Analyst designation in 2004. Her considerable industry experience includes investment analysis, financial management, and development and delivery of financial education courses.

Lisa is responsible for ensuring accurate tracking and reporting of client investment information, providing up-to-date economic data and narratives to the consulting team, and supporting asset allocation and portfolio analyses. She also is responsible for the firm's program for investment research and manager due diligence.

Outside of work, she serves on the Board of Trustees of Touro Synagogue and is active with community groups working to alleviate food insecurity, mental health education and support, and advocacy for those who are marginalized in society.