Lisa Dolly is the Chairperson of Pershing Group LLC. Pershing provides global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms, and wealth managers, helping them to run their business efficiently and serve their clients effectively. She is a passionate advocate for developing talent and bringing diversity and multiple voices to build the best teams.
Lisa has been with Pershing for over 25 years and brings rich experience to this role. She was most recently the chief executive officer of the firm, and prior to that she was chief operating officer, sharing leadership for all Pershing affiliates.
Previously, Lisa was responsible for the firm’s managed investment business and Lockwood Advisors, Inc. and has held leadership positions in nearly every area of the firm, from Account Management and Client Service to Global Operations. She was also the firm’s chief administrative officer with leadership responsibility for Legal, Compliance, and People Services. She began her career in the Corporate Trainee program.
Lisa has served as chairperson of the Securities Industry and Financial Markets Association (SIFMA) Operations and Technology Steering Committee and has served on cross-industry committees with DTCC. In addition, she volunteers her time with the 30% Club mentoring aspiring professional women and is on the board of Invest in Others, an organization that recognizes and honors advisors who give back in their community. In 2016, Lisa was named to the “Women to Watch” list by InvestmentNews and the “50 Most Influential Women in Private Wealth” list by Private Asset Management magazine.
Lisa earned a Bachelor of Arts degree in Economics from Rutgers University and completed the Securities Industry Institute® program, sponsored by SIFMA, at the Wharton School of the University of Pennsylvania.