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Alliance Partner

Experience: Novitas Capital, Larsen MacColl Partners
Roles: Controller, CFO
Education: M.B.A. – Penn State University
B.S.B.A. Finance – Rider University

Lisa joins Trilogy as a Financial Alliance Partner with over twelve years’ progressive experience in the venture capital and private equity industry. She has worked directly with venture backed middle market and start-up firms in CFO and Controller roles, and has managed key operations and back office administration.

Lisa currently helps businesses develop and implement financial policies and procedures in order to meet compliance standards and help businesses meet their financial goals with realistic budgeting and cash forecasting capabilities. She also assists companies with financial software set up and software transitions, implements processes for capturing accurate financial data, and works with teams to ensure seamless financial processes across different operational departments.

Lisa is creator of the black method, a unique process of teaching the basics of finance. She recently launched a boutique financial service firm, blackbook LLC, which provides resources and services to get or keep a company’s books and bank accounts in the black by providing bookkeeping, budgeting, and business development services to cost conscious management teams in the start-up and growth stages of business.

Lisa enjoys photography and spending time with her family.