Lisa Kolodny
  

Lisa Kolodny

Senior Wealth Manager

Lisa Kolodny has over 25 years' experience in Global Banking and Wealth Management. 

Lisa was a Director and Senior Investment Advisor at Credit Suisse in Israel for 11 years, serving high net worth families, advising on investments, wealth planning and impact investing. Prior to that she established the office of Bank Leumi Switzerland in Israel and managed their private client relationships. She also has experience in Venture Lending to High Tech companies in Israel, working as a Senior analyst at European Venture Partners. In the UK, Lisa was a Vice President in Investment Banking Sales and Trading at Deutsche Bank in London for 6 years.  

Throughout her career Lisa emphasizes professional investment advice, long term relationships, personal attention and high quality service. 

Lisa holds a BA in Economics from Cambridge University, England. In addition, she is a Financial Planner licensed by the Israel Securities Authority and a qualified Chartered Financial Analyst (CFA). She serves clients in English, Hebrew and French.  

Lisa is originally from the UK, lives in Ra'anana, mother of 5 and loves mountain biking.
Lisa was previously Co-Chair of Digital Eve, the largest on line forum for women in High Tech, project manager for Hadran advancing women’s Talmud learning and is a committee member of the Alyn Hospital Wheels of Love bike ride.

Contact information
Tel: 972-9-961-1323
Mobile: ⁦972-52-668-8667⁩

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Telephone: +972-9-961-1300
Email: info@piowealth.com

Amzur House – 4th floor, 8 Hasadnaot St.,
Herzliya Pituach, Israel

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