Lisa Harvey

Strategic planning and operations professional with extensive experience supporting client service, cross-functional initiatives, and experience coordination across financial services, advisory, and growth-focused environments. Known for strong organization, clear communication, and the ability to translate complex priorities into structured, practical execution. Brings a calm, detail-oriented, and solutions-focused approach to managing workflows, aligning stakeholders, and delivering high-quality professional experiences.

Experienced client service and operations professional with a background spanning wealth management, advisory consulting, startups, and private equity–adjacent environments. Extensive experience supporting advisors, executives, and stakeholders through complex workflows, strategic initiatives, and high-touch client interactions. Skilled in coordination, project management, event planning, documentation accuracy, and process improvement. Known for strong communication, organizational precision, discretion, and the ability to bring clarity and structure to fast-paced, multi-priority environments.

M.A., Communication Sciences – University of Texas at Austin
B.S., Communication Sciences – University of Texas at Austin
Certificate, Strategic Marketing – Northwestern University