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Lisa Crafford

Managing Director, Head Of Advisory at Constellation Wealth Capital

Lisa Crafford is a seasoned professional in the financial services sector, currently serving as Managing Director and Head of Advisory at Constellation Wealth Capital since August 2023, where leadership of the Advisory team focuses on business growth through consulting and community building. Prior experience includes a successful tenure at BNY Mellon | Pershing from March 2015 to August 2023, holding various leadership roles including Director and Principal, where strategic business consulting was a key focus. At FJY Financial (June 2010 - March 2015), Lisa managed daily operations and led infrastructure improvements, and received recognition with publications in Financial Planning Magazine. Early career experience as a Staffing Manager at Robert Half International included comprehensive recruiting and relationship management. Lisa holds an MBA from William & Mary and a Bachelor's degree in Business, Management, and French from Monte Sant' Angelo Mercy College and the University of Technology Sydney.

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