Managing Director, Private Wealth Advisor, CFP, CIMA, CRPS
UBS Wealth Management USA
Lisa Chapman is a Managing Director based in Long Beach, supporting individuals, families and foundations across Southern California. The California native has spent her entire 31 year-career as an advisor at one firm‚ UBS Wealth Management USA. She leads a group of women financial advisor partners who help high net worth clients address complex challenges from wealth accumulation and distribution to multigenerational wealth preservation and transfer. As someone who had never worked a day remotely over her 30+ year professional career, the transition to remote work as the pandemic unfolded could have proven difficult. Instead, Chapman and her team quickly transitioned to find improved efficiencies, remaining present and maintaining constant communication with their diverse client base of physicians, business owners and engineers. They maintained their trusted client relationships and thrived in what turned out to be a record year in terms of assets under management.
