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Lisa Leff Cooper CFA CFP

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Email: ****a@figure8investing.com
Location: Boise, Idaho, United States
Current employer:
Figure 8 Investment Strategies
Current title:
President
Last updated: 22/05/2023 01:43 AM
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About

Lisa Leff Cooper CFA CFP is from Boise, Idaho, United States. Lisa Leff is currently President at Figure 8 Investment Strategies, located in Boise, Idaho, United States. In Lisa Leff's previous role as a Senior Portfolio Manager at Nelson Capital Management at Nelson Capital, Lisa Leff worked in until Mar 2014. Prior to joining Nelson Capital, Lisa Leff was a Portfolio Manager at Trillium Asset Management and held the position of Portfolio Manager. Prior to that, Lisa Leff was a Portfolio Manager at Smith Barney Asset Management from Aug 1993 to Jul 1999. Lisa Leff started working as Product Manager at March of Dimes in Jan 1992.

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Lisa Leff Cooper CFA CFP's current jobs
Company: Figure 8 Investment Strategies
Title: President
Period: Mar 2016 - Present (9 years, 10 months)
Location: Boise, Idaho, United States

Figure 8 Investment Strategies LLC is an independent Registered Investment Advisor dedicated to providing clients with sound and sustainable investment management and advice. We offer global investment management, personalized financial planning, and innovative strategies for creating social and environmental impact.

Lisa Leff Cooper CFA CFP's past jobs
Company: Nelson Capital
Title: Senior Portfolio Manager at Nelson Capital Management
Period: Oct 2009 - Mar 2014 (4 years, 5 months)
Company: Trillium Asset Management
Title: Portfolio Manager
Period: Nov 1999 - Oct 2009 (9 years, 11 months)
Title: Portfolio Manager
Period: Aug 1993 - Jul 1999 (5 years, 11 months)
Company: March of Dimes
Title: Product Manager
Period: Jan 1992 - Jan 1993 (1 year)
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