Lisa Ely

Lisa Ely is a Senior Associate at SYON CAPITAL LLC based in California, where she is responsible for supporting investment analysis, client service, and portfolio management. Her role centers on evaluating investment opportunities, conducting financial due diligence, and facilitating client communications to optimize client outcomes. At SYON CAPITAL, she focuses on wealth management and multi-asset portfolio strategies, with a particular emphasis on public equities, fixed income, and alternative investments.

Prior to joining SYON CAPITAL, Lisa held increasingly senior positions at Navolio & Tallman LLP, progressing from Staff Accountant to Senior Accountant, where she managed financial reporting, tax planning, and audit engagements for a range of clients. This experience has provided her with a robust background in accounting, compliance, and financial analysis, directly informing her current work in investment advisory services.

Lisa holds a Bachelor of Business Administration in Accounting and Finance from Cal State East Bay, College of Business & Economics and completed additional studies at Berkeley City College. Her expertise lies at the intersection of accounting and investment analysis, and she is recognized for her analytical rigor and client-focused approach in managing multi-asset portfolios.