Lisa Marie Neira

Current Employers

Employment History

• 03/2011 → 08/2021
  Fidelity Investments
  New York, NY
• 07/2018 → 08/2021
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 08/2021 → 03/2023
  Regentatlantic
  Morristown, NJ
• 12/2022 → Present
  Corient
  Boston, MA
• 07/2023 → Present
  Corient Services Llc
  Miami, FL
• 01/2023 → 07/2023
  Cipw Service Company, Llc
  Toronto

Previous Registrations

• 2021-08-31 → 2023-03-31
  Regentatlantic
  Morristown, NJ
• 2018-07-13 → 2021-08-03
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-05-27 → 2018-07-13
  Strategic Advisers Llc
  Wayne, NJ
  New York, NY
• 2009-03-11 → 2011-03-21
  Equitable Advisors, Llc
  Edison, NJ

Other Businesses

I am a National Pride Group Committee Member of The National Association of Personal Financial Advisors (NAPFA), which provides support and education to financial advisors. NAPFA is investment-related. I joined the committee on January 8, 2024. I spend one hour per month, which falls during securities trading hours, assisting the committee. NAPFA Pride was established to attract, support, educate, and develop the community as leaders within the financial advisory profession and to raise awareness of the need for more LGBTQIA+ advisors. NAPFA Pride works toward this mission by building a community of advisors, providing programs at NAPFA events, attracting media attention through articles in financial publications, and providing networking, advocacy, and mentorship opportunities to the community. I will be assisting in these areas within the committee. I am on the board of directors of Advisers Give Back, an investment-related non-profit that provides pro bono financial planning services to those who do not have access to or cannot afford sound advice. Advisers Give Back is located at 490 43rd Street, Suite 350, Oakland, CA 94609. I joined the board on March 13, 2024. I spend approximately one and a half hours per month in this capacity, none of which are during securities trading hours. As a board member, I am involved in strategy discussions and help progress our initiatives.

Exams

• S66 Uniform Combined State Law Examination
  2015-05-19

Designations