Lisa Cassidy

Lisa Cassidy

Senior Relationship Manager
Office: Westport, CT

Education & Certificates

B.A., Regis College

Professional Background

I have twenty-five plus years of experience in the financial industry, including senior client relationship roles at both Brenton Point Wealth Advisors and Fidelity Investments in the Private Client Group.

Personal Interests

I enjoy playing tennis, skiing and spending time with my dogs.