Lisa M. Joseph
Lisa M. Joseph

Lisa M. Joseph Senior Trust Advisor

Joined Northern Trust

1989

Education

  • Associates in Finance from University of Cincinnati
  • Bachelor in Business Administration and Finance from University of Phoenix

Credentials

  • Certified IRA Services Professional (CISP)

Expertise

Lisa Joseph is a Senior Trust Advisor responsible for providing holistic wealth management services for individuals and families, privately held businesses, family offices and foundations and endowments. Lisa Joseph has expertise in Individual Retirement accounts and retirement planning. She has over 33 years of experience in wealth management.

Experience

Prior to joining Northern Trust in 1989, Lisa worked at a prominent brokerage firm in Cincinnati, Ohio for 3 years, where she served as a financial analyst.

Community Involvement

Lisa Joseph volunteers at Honor Health Hospital at Thompson Peak as a patient advocate. Lisa is also involved with the Honor Health Foundation.