Lisa Caroll Pendley
Fondateur chez 8th Street Investments LLC
Profil
Ms. Lisa C.
Pendley is Managing Member at 8th Street Investments LLC.
She works with clients to assess their financial needs and offer a plan to achieve their unique goals.
She approaches the financial planning process in a thoughtful and common sense manner because she knows that financial decision-making and plan implementation can be daunting.
Prior to founding 8th Street Investments in October 2008, Ms. Pendley was a Senior Financial Planner with U.S.
Trust Company who developed tailored wealth management programs and financial planning strategies for high net worth individuals.
Also while at U.S.
Trust, she served as Senior Vice President and legal counsel for U.S.
Trust’s Special Fiduciary Services Division for over six years, specializing in employee benefits and ERISA fiduciary law.
She received her Bachelor of Arts in Economics from the University of Chicago in 1998.
She received her JD from DePaul University College of Law in 1996.
In 1999, she received her LLM in Taxation and Certificate in Employee Benefits Law from Georgetown University Law Center.
She became a Certified Financial Planner and is a member of the Financial Planning Association (National Capital Area).
Postes actifs de Lisa Caroll Pendley
| Sociétés | Poste | Début |
|---|---|---|
8th Street Investments LLC
 8th Street Investments LLC Investment ManagersFinance 8th Street Investments LLC (8th Street) is an independent, SEC-registered investment advisor headquartered in Alexandria, Virginia. The firm was founded by Michael Shea and Lisa Pendley in 2008. 8th Street provides professional financial planning and investment management to individuals, trusts, estates, corporations and other types of business entities, and charitable organizations. | Fondateur | 01/10/2008 |
Anciens postes connus de Lisa Caroll Pendley
| Sociétés | Poste | Fin |
|---|---|---|
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | - |
Formation de Lisa Caroll Pendley
| DePaul University | Graduate Degree |
| The University of Chicago | Undergraduate Degree |
| Georgetown University | Graduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
8th Street Investments LLC
8th Street Investments LLC Investment ManagersFinance 8th Street Investments LLC (8th Street) is an independent, SEC-registered investment advisor headquartered in Alexandria, Virginia. The firm was founded by Michael Shea and Lisa Pendley in 2008. 8th Street provides professional financial planning and investment management to individuals, trusts, estates, corporations and other types of business entities, and charitable organizations. | Finance |
