Lisa Cassidy
Lisa Cassidy
Senior Relationship Manager
Office: Westport, CT
Team: Client Services & Operations

Education & Certificates

B.S., Regis College

Professional Background

Prior to CWA, I was a Senior Client Service Associate at First Republic Private Wealth Management in Greenwich, CT. 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.