About 2x Wealth Group
Why Women?OUr SpecialtiesMeet LoriMeet LISA
Phone (212) 269-7758
email: lisa@2xwealth.ingalls.net

LISA JAMES

My Background
I have many happy memories of the time I spent with my scientist dad working on complicated math problems. Since I’m as interested in people and psychology as I am in numbers, I decided to study economics in college and enjoyed the way it brings math together with human behavior and politics. 

A move to New York City landed me on Wall Street where I started my financial career at Lehman Brothers. I was selected to build and run a number of businesses including the Asset Backed Securities desk, which I built to a number one market ranking. My role required understanding and developing complex financial products as well as taking and hedging the risks involved in buying and selling large volumes of securities. As one of the few senior women on Wall Street, I relished the opportunity to do what I do best—pulling together a wide range of information in order to develop productive strategies for clients. 

I left Lehman Brothers in 1998 and moved to California with my husband and children. While my sons were growing up, I focused on philanthropic endeavors, including founding the parent association for San Francisco Friends School and co-chairing galas for the Discovery Museum and Ross Valley Women’s League. 

When my children were older, I indulged my love of architecture by buying and renovating houses after I saw value in the Marin real estate market (post financial crisis). I approached real estate with the same strategic mindset that fueled my success on Wall Street.

I returned to finance because I saw an opportunity to help other women, many of whom are underserved in the investment world. I believe good investing is not a dry process based just on money, but can be a rich experience involving discussions of values, hopes and fears. I am excited about using my experience as a professional woman, as well as a wife and mother, to advise others in a holistic way. When I’m not working with clients or reading the financial news, you’ll likely find me practicing yoga or hiking the trails of Marin.

Education
BA | Wellesley College, Economics, Wellesley Scholar
London School of Economics

Certifications
FINRA Series 65
Certificate of Personal Financial Planning, with distinction  |  UC Berkeley Extension
Passed CFP® Exam, July 17, 2018
Candidate for CFP
® Certification

Key Investment Experience
Ingalls & Snyder, New York, NY | Wealth Manager
Lisa James Design and Development, Ross, CA | President
Lehman Brothers, New York, NY | Managing Director, Asset Backed Securities
Lehman Brothers, New York, NY | Senior Vice President, Money Market Trading
Brookings Institution, Washington DC | Research Assistant
Check the background of these investment professionals on FINRA's BrokerCheck