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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| The St. Louis Trust Company | Associate | Apr 2009 to Present | — |
Others at ST. Louis Trust Co. (16)
| Name | Role | Location |
|---|---|---|
A Anna Bertman | Principal | St. Louis, MO , United States |
| Principal | St. Louis, MO , United States | |
G Greg Stokke | Principal | St. Louis, MO , United States |
| Investment Associate | St. Louis, MO , United States | |
| Principal | St. Louis, MO , United States | |
| Principal | Belleville, IL , United States | |
T Tyler Schwieterman | Principal | St. Louis, MO , United States |
V Voula Francis | Principal | St. Louis, MO , United States |
| Principal | St. Louis, MO , United States | |
| Principal | St. Louis, MO , United States |
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C Calvin Lee | Fund Manager | Whittier Trust Co. of Nevada Inc. | Alhambra, CA , United States |
| President and Chief Investment Officer | Brandywine Trust Co. | New York, NY , United States | |
| Investment Associate | Brandywine Trust Co. | New York, NY , United States | |
| Chief Portfolio Manager | Whittier Trust Co. | Newport Beach, CA , United States | |
C Calvin Lee | Fund Manager | Whittier Trust Co. | Alhambra, CA , United States |