Lisa Kaess

Director of Investments

Lisa brings a wealth of experience to Strategic Financial Group, combining over 20 years as an economist, analyst, and consultant in international finance. She uses these skills when conducting in-depth portfolio reviews and navigating through market and geopolitical developments. Ms. Kaess is licensed as a financial advisor and investment professional with SA Stone Wealth Management (a subsidiary of StoneX). Together with Johanna, she has developed a process with respect to values-based investing (including environmental, social, governance or ESG criteria), and has created bespoke portfolios for individuals, non-profits, and qualified investors.

Lisa has grappled with many of the challenges facing families today, and understands the importance of acting as a fiduciary for clients and those they serve. She also created FeminomicsĀ®, focusing on money basics and related themes for women.

Lisa Kaess has been quoted in national media outlets including The New York Times, The Wall Street Journal, and US News & World Report; her opinion articles have appeared in USA Today, The Hill, The Journal News, among others. A graduate of Reed College, Ms. Kaess earned Master of Science degrees at the London School of Economics and the Technion, Israel Institute of Technology.

Phone 9173632631
Mobile Phone 9173632631