Lisa Smith

Asset Manager

San Francisco, CA‚Äč   |    Email

Lisa joined Foss & Company in February 2020. As an Asset Manager, she focuses on managing real estate investments held in our proprietary tax credit equity funds. She works closely with developers, investors, and other partners, and is integral in supporting those relationships. Prior to joining Foss & Company, Lisa worked as a financial analyst for a national real estate brokerage. She has held multiple analytical roles in the commercial lending and banking industries. Lisa holds an MBA from the University of Phoenix and a BS in Business Administration, with a concentration in Finance, from California State University, Sacramento. She is based out of our San Francisco office.

Securities offered through Orchard Securities LLC, Member FINRA/SIPC. Foss and company is not affiliated with Orchard Securities LLC nor is it a broker dealer.