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LD

Lisa Davidson

Associate at ST. Louis Trust Co.

St. Louis, MO , United States

About

Lisa Davidson is an Associate at The St. Louis Trust Company, based in St. Louis, Missouri. She has held this position since April 2009, contributing over a decade of experience to the firm[LinkedIn: https://www.linkedin.com/in/lisa-davidson-204206176]. In her current role, she supports client relationship teams by providing administration, coordination, and operational support for high-net-worth individuals and families.

Her work centers around the management and oversight of multi-asset class portfolios, trust administration, and personalized investment solutions tailored for affluent clients. Lisa focuses on private wealth management, with an emphasis on trust and estate planning as well as the ongoing coordination of investment strategies across equities, fixed income, and alternative asset classes.

Lisa brings continuity and depth to The St. Louis Trust Company, leveraging her significant tenure to oversee complex client engagements. While her educational credentials are not publicly listed, her long-standing service and expertise in trust and investment operations underscore her value to both the firm and its clients. No notable industry awards or prior positions outside The St. Louis Trust Company have been documented based on available sources.

Career History

OrganizationRoleDate RangeDetails
The St. Louis Trust CompanyAssociateApr 2009 to Present

Others at ST. Louis Trust Co. (16)

NameRoleLocation
A
Anna Bertman
PrincipalSt. Louis, MO , United States
Elizabeth Goldenberg
Elizabeth Goldenberg
PrincipalSt. Louis, MO , United States
G
Greg Stokke
PrincipalSt. Louis, MO , United States
Harrison Ivie
Harrison Ivie
Investment AssociateSt. Louis, MO , United States
Katie Fakonas
Katie Fakonas
PrincipalSt. Louis, MO , United States
Kris Anderson
Kris Anderson
PrincipalBelleville, IL , United States
T
Tyler Schwieterman
PrincipalSt. Louis, MO , United States
V
Voula Francis
PrincipalSt. Louis, MO , United States
Alex Bates
Alex Bates
PrincipalSt. Louis, MO , United States
Jennifer Juris
Jennifer Juris
PrincipalSt. Louis, MO , United States
Showing 1-10 of 16 team members

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