Lisa Mcleod

Experience

Lisa has over 20 years’ experience in the financial services industry. Having started her career in business banking in Inverness she then moved to work with private banking high net worth clients in Aberdeen. Experience in foreign exchange trading was also gained whilst working in London. In 2015, Lisa retrained as an Investment Manager, and and joined Evelyn Partners in 2022 as an Associate Director.

Notable client work and achievements

Lisa specialises in managing discretionary investment portfolios for private individuals, trusts, pensions and charities. She is actively involved as a member of the firms Collective Investments Group which oversees the firm’s requirements in relation to open and closed ended collectives.

Professional qualifications/memberships

Qualifications held include a BA, MSc in Professional Banking, Chartered Banker, Certificate in Private Client Investment Advice and Wealth Management (level 6) and Chartered FCSI.