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Lisa Detanna is a seasoned professional with over three decades of experience in the field of Institutional Investment and Private Wealth Management. Her impressive career has been marked by numerous accolades and a commitment to upholding the highest standards of fiduciary care. As the Managing Director of the Global Wealth Solutions Group at Raymond James, Lisa plays a pivotal role in providing exceptional service to a diverse clientele. This article explores Lisa Detanna’s career journey, her part in the Retirement Plan & Institutional Advisory Council (RIAC), and her dedication to delivering customized investment strategies.
Lisa Detanna’s career in the financial industry is a testament to her dedication and expertise. With more than 30 years of experience, she has held senior positions at prestigious firms such as Wedbush, Citi Smith Barney, Morgan Stanley, and Imperial Capital (formerly Dabney/Resnick). Her journey began at Drexel Burnham Lambert’s capital markets group, where she laid the foundation for her successful career.
Lisa Detanna’s educational background is equally impressive. She holds an MBA from Pepperdine University and a bachelor’s degree in psychology with a business emphasis from the University of California, Los Angeles (UCLA). Her commitment to continuous learning and professional development is evident through her attainment of designations as an Accredited Investment Fiduciary® and Wealth Management Specialist.
One of Lisa Detanna’s notable contributions to the financial industry is her role as a senior Retirement Plan & Institutional Advisory Council (RIAC) member. This council consists of financial advisors who uphold the highest fiduciary and prudent care. Lisa and her colleagues in the RIAC play a crucial role in assisting retirement plan, institutional, and nonprofit clients in adhering to established fiduciary standards.
At Raymond James, Lisa Detanna and her talented team are guided by a long-term, client-first approach. They recognize the importance of understanding each client’s unique financial goals and fiduciary obligations. To achieve this, they employ a broad range of investment strategies and offer extensive support, ensuring clients receive the exceptional service they deserve.
Lisa and her team specialize in various aspects of financial management, ranging from strategy development and investment research to reporting and oversight. They follow a streamlined process that adheres to established fiduciary standards, allowing them to create comprehensive investment strategies tailored to each client’s fiduciary needs and obligations.
Lisa Detanna’s expertise extends beyond her day-to-day responsibilities. She has contributed significantly to finance by writing and lecturing on various financial topics. Reputable media outlets, including CNBC, ABC, and NBC, have sought after her insights. Additionally, she has been featured on multiple Los Angeles radio and television stations, further establishing her as a trusted authority in her field.
In April 2021, Lisa Detanna hosted an interactive session at UCLA as part of Barron’s in Education. This event provided a platform for sharing valuable insights and knowledge with the academic community, further highlighting her commitment to education and the dissemination of financial expertise.
In conclusion, Lisa Detanna’s illustrious career in Institutional Investment and Private Wealth Management, her dedication to fiduciary standards, and her commitment to providing exceptional service to clients make her a respected figure in the financial industry. With a wealth of experience and a solid educational foundation, she continues to shape the industry and share her expertise with a broader audience through writing, speaking engagements, and educational initiatives.
For more information about Lisa Detanna, visit her LinkedIn profile and official website. You can also learn more about her role at Raymond James..
