Lisa Macbeth is a seasoned financial professional with extensive experience spanning over two decades. Currently serving as a Registered Investment Advisor at Capital Strategies and Beyond Wealth since June 2022, Lisa previously held positions as a Financial Advisor at National Financial Network, where responsibilities included registered representation for Park Avenue Securities LLC. As the Founder of Affordable Housing for Young Professionals, Lisa developed innovative housing solutions for young professionals and successfully managed significant real estate projects. Early career roles included Hedge Fund Trader at Oppenheimer, where Lisa contributed to substantial growth in trading operations, and Equities Trader at Citigroup - Smith Barney, leading to impressive profit increases. Educational credentials include a Bachelor of Arts in Political Science from Dickinson College and a Master of Business Administration in Finance from the University of Connecticut School of Business.
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