Lisa Mougin

Partner, TIFIN

Lisa was a member of the executive team that built ALPS Fund Services into a leader in the mutual fund and hedge fund industries. During the span of 20 years at ALPS, Lisa led the Sales and Relationship Management Teams to achieving significant growth of the firm’s client base and revenues. In 2017 Lisa took a sabbatical from her career to move to Barcelona, Spain with her family and spent time there focused on philanthropic work related to refugees.

At Positivly, Lisa combines her experience in the investment management industry with her passion for helping others, to lead the firm in its quest to build stronger connections between individuals, their advisors and their investments.