CREATING BUZZ BY LIVING THE VALUES—LISA MATTHEWS, FINANCIAL ADVISOR, WINSLOW, EVANS & CROCKER
Lisa Matthews has been a successful investment manager for 20 years. Her current firm, Winslow, Evans & Crocker is a full-service financial advisory firm with $3 billion in assets under management. She has a loyal following of individuals, families, businesses, and charitable foundations, who think of her services the way wealthy people think of a “family office,” where they can receive helpful personal and financial advice.
Lisa describes her own brand as one of integrity. Her belief in living with integrity goes back to childhood. “When I was in second grade I was playing dodgeball,” she recalls. “That was my favorite gym activity in elementary school. ...
Get Discover Your CEO Brand: Secrets to Embracing and Maximizing Your Unique Value as a Leader now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.
