Lisa helps guide the ongoing development of Clearwater’s insurance-specific solution and services. Lisa has provided executive-level leadership to investment teams at two top-rated insurers. Prior to that, she was a portfolio manager over general account assets for more than 18 years. Her vantage as an industry leader and influencer is exceptionally valuable to Clearwater as the company’s product, development, and client servicing groups identify and pursue the most critical solutions for investment teams worldwide. Employees’ Retirement System. She has set asset allocation, risk tolerance, and investment assumptions for the $35 billion public pension portfolio.
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