Lisa Cregan

Over the breadth of her 40-year career, Lisa has persistently led by doing, guided by the vision to make the Financial Services industry more inclusive and successful by welcoming and embracing talent from across the spectrum. As she has progressed in her career in the field — from Financial Advisor to Branch Manager, Complex Manager and most recently Regional Director of the Mid-Atlantic Region, she has consistently been skillful at identifying, attracting, retaining and developing talent. Widely known as a “talent developer, change agent, straight-shooter, and a woman of firsts,” Lisa has been a driving force in opening the financial services profession to women.  Lisa’s success and efforts to demonstrate that women can and do thrive in a traditionally male-oriented industry have been praised, recognized, awarded and well-documented in professional and public venues.

In 2022, Lisa founded the Climb-Pause-Lift (CPL) Foundation. The CPL Foundation supports women athletes through scholarships, grants and avenues to internships and full-time positions, facilitating their transitions from college, university and sports into professional careers in Wealth Management.

Lisa is also a Trustee Emerita for the Women’s Sports Foundation, founded in 1974 by Billie Jean King, and is a contributor to the Georgetown University Women’s Leadership Institute.

Lisa holds a B.A. in Government and French and an MBA from Georgetown University.