Lisi is a seasoned business executive with extensive experience overseeing financial operations and administrative functions. Lisi is responsible for overseeing and managing all of AIM’s financial and administrative business matters.

Lisi’s professional experience spans a variety of industries, including non-profit, commercial real estate, and public accounting. Prior to joining AIM, Lisi was Vice President, Administrative Officer, at JDJ Family Office Services where she was responsible for all aspects of JDJ’s practice management, including ensuring a consistent and high-quality client-service experience, maximizing internal and external resources, and supporting the client teams. Previously, Lisi was Director of Finance & Operations at The Rashi School, where she oversaw all financial and operational matters. Lisi also served as Director of Finance & Operations at CBRE Econometric Advisors, a business unit of CBRE, where her responsibilities included direct oversight of Accounting, Human Resources, Information Technology, and Marketing.