Lisa Tomlinson

Lisa Tomlinson is a Portfolio Manager at Towneley Capital Management, Inc., based in Laguna Hills, California. In her current role, she oversees investment portfolios for clients, with responsibilities including asset allocation, risk management, and portfolio performance monitoring. She is known to work primarily in multi-asset class portfolio management, providing tailored investment solutions suited to the needs of individual and institutional investors.

Lisa has a diverse investment background, with expertise covering public equities and fixed income securities, and she participates in strategy design for diversified portfolios. Towneley Capital Management focuses on long-term investment planning and fiduciary management, and Lisa's contributions are central to quantitative and qualitative due diligence of investment opportunities, especially within traditional securities markets.

She holds a degree in History from the University of California, Los Angeles (UCLA), which underscores her analytical approach to investment management. With over two decades in financial services, Lisa has earned recognition for her commitment to client outcomes and her strategic leadership in portfolio construction and rebalancing processes. Her notable achievements include advancing best practices in fiduciary investing and driving risk-adjusted performance for Towneley's clients.