Lisa Zielinski

Lisa Zielinski is a Portfolio Manager at Carnegie Capital Asset Management, LLC in Los Angeles, where she is responsible for overseeing investment portfolios and client relationships. In her current capacity, Lisa focuses on constructing and managing diversified portfolios for high-net-worth individuals and institutional clients, leveraging a disciplined, research-driven investment process tailored to client objectives and risk tolerances. She engages deeply in sectors such as equities, fixed income, and alternative investments, with consideration for global capital markets.

Prior to joining Carnegie Capital in 2021, Lisa served as a Manager at PricewaterhouseCoopers Corporate Finance LLC, where she specialized in financial analysis, deal execution, and risk assessment for mergers and acquisitions and capital raising within various industries. Her earlier experience includes operational and administrative roles, providing her with a well-rounded perspective on business operations and client service.

Lisa holds a Master's degree in Financial Modeling, Capital Markets, and Risk Management from the University of Pennsylvania, and a Bachelor's degree in Financial Services, Finance, and Economics from the University of Geneva. Her expertise spans investment strategy, financial modeling, and risk management, making her a valuable contributor to Carnegie Capital’s investment decision-making and client solutions.