Lisa Koza Managing Director
JOINED NORTHERN TRUST
Education
- B.A. degree in Psychology from the University of Oklahoma
EXPERTISE
Lisa is Senior Vice President and Managing Director of the Palm Beach office. She is a leader in bringing investment, trust and banking/lending professionals together to provide holistic advice and resources to high net worth individuals, multi-generational families, business owners, executives, non-profits and privately held companies.
EXPERIENCE
She has over 25 years of financial services experience. She joined Northern Trust in 2005 and most recently served as the Team Leader for the lending and private banking group in the North Palm Beach office.
Before joining Northern trust, she started her career as a Banking Center Manager and Regional Sales Coach at NationsBank in Texas. She relocated to Palm Beach County, Florida in the 1990s and served as a Financial Services Manager, Commercial Lender and Commercial Real Estate Lender at SunTrust Bank.
COMMUNITY INVOLVEMENT
She is an active member of the community, serving as a Board Member and Past President of the Literacy Coalition of Palm Beach County, Board Member of the We are Dwyer Foundation, and Alumnus of the 2011 Leadership Palm Beach County class. Previous Board and Committee Positions include the Edna W. Rudner Tutorial Center, Quantum House (Advisory Council Chair), Healthy Mothers Healthy Babies and Member of the United Way of Palm Beach County Leadership Circle.