Lisa Rosenfeld

Executive Vice President

Professional Overview

Lisa Rosenfeld is an accomplished financial executive with over 30 years of experience in the asset management industry. As the Executive Vice President at HSL Asset Management, she oversees the firm's investment strategies, portfolio management, and client relations, driving the company's growth and profitability.

Experience Summary

Current Role

As the Executive Vice President at HSL Asset Management since 2004, Lisa is responsible for developing and implementing the firm's strategic vision, managing a team of investment professionals, and ensuring the delivery of exceptional client service. Under her leadership, HSL has significantly expanded its assets under management and strengthened its reputation as a trusted advisor to institutional and high-net-worth clients.

Career Progression

Prior to joining HSL, Lisa served as the Tucson Supervisor at EJM Development Co. from 1991 to 2004, where she played a pivotal role in the company's real estate investment and portfolio management initiatives. Her ability to identify and capitalize on market opportunities, combined with her strong negotiation skills, contributed to the firm's sustainable growth during her tenure.

Academic Background

Lisa holds a Bachelor of Science in Finance from the University of Arizona, where she graduated with honors. Her academic achievements and commitment to continuous learning have been instrumental in shaping her professional development and expertise.

Areas of Expertise

• Asset management and portfolio optimization

• Investment strategy development and implementation

• Institutional client relations and business development

• Financial analysis and risk management

• Team leadership and talent development

Professional Impact

Under Lisa's leadership, HSL Asset Management has achieved significant milestones, including:

• Expanding the firm's assets under management by 25% over the past 5 years

• Launching a successful sustainable investment strategy that has outperformed industry benchmarks

• Spearheading the development of a proprietary risk management framework that has enhanced the firm's ability to navigate market volatility

• Serving on the advisory board of a leading industry association, contributing to thought leadership and best practices

Conclusion

With her extensive experience, strategic vision, and commitment to excellence, Lisa Rosenfeld continues to drive the growth and success of HSL Asset Management. Her proven track record of delivering sustainable investment performance and exceptional client service positions her as a respected leader in the asset management industry.