Relationship Manager
Lisa Curcio
AIF®
Phone:
(610) 560-0400 x114 About Lisa
Lisa is a client relationship manager serving Sterling’s corporate and high net worth clients. She has over 20 years of experience in the financial services industry working with notable companies such as Rittenhouse Financial Services and Merrill Lynch.
Lisa has been responsible for high net worth individual, corporate, foundation, charitable and trust accounts through sub-advisory and wrap sponsored channels for large cap growth equity, balanced and fixed income products. She is responsible for the entire process of trading, rebalancing, monitoring, performance reports, client servicing and client account reviews and meetings, as well as new business presentations.
