Lissa Farkas is a high-level expert, who works in Spero Smith Investment Advisers on the position of Portfolio Manager since 1998. This expert gained professional experience in more than four positions at different companies. Lissa Farkas went to the Miami University and got education there from 1987 to 1991. Cleveland, Ohio is the area, where this professional was lastly known to be situated. Lissa Farkas's email address and phone number are accessed through this website on demand.
Name variants:
Elizabeth Farkas,
Melissa Farkas
Last updated Jun 02, 2024
Contact Information
Last Update
Jul 10, 2022
Email
li**@clevelandyoga.com, fa**@roadrunner.com
Location
Cleveland, OH
Company
Spero Smith Investment Advisers
Workplace
Portfolio Manager
Work History
Portfolio Manager
Managed portfolios and did financial planning for high net worth individuals. Also served as Compliance Officer and Director of Operations from 11/05 until I left the company in 2006.
Apr 1998 — Feb 2006
Business Manager
I currently help my husband manage his practice from home, as I am a mother to 3 very young sons. I assist my husband with overall business strategy, manage the retirement plan(s), and manag...
from Feb 2006
Portfolio Assistant
3777 west Fork Rd, Cincinnati, OH 45247
Aug 1994 — Dec 1997
Licensed Studio Owner, Cleveland Yoga Little Italy
3355 Richmond Rd, Beachwood, OH 44122
Education
1987 — 1991
1983 — 1987
Occupations
Executive
Owner
Financial Broker
Portfolio Manager
Director of Operations
Compliance Officer
Accountant
Bank Examiner
Director of Quality Control
Business Manager
Chief Executive
Investment Analyst
Financial Analyst
Operations Manager
Financial Compliance Examiner
Auditor
Compliance Manager
Skills
Portfolio Management
Investments
Investment Advisory
Strategic Financial Planning
Retirement Planning
Asset Allocation
Retirement
Investment Strategies
Wealth Management
Mutual Funds
Series 7
Investment Management
Series 63
Certified Financial Planner
Asset Managment
Etfs