Our Team

Lisa Waite
Operations | Client Services Manager

Lisa is Operations & Client Services Manager of Capital Wealth Advisors and Associate at Fundamental Global, our affiliated investment manager.

Prior to joining Capital Wealth Advisors and Fundamental Global, Lisa was a Relationship Banker at Bank of America from 2014-2015. Lisa was Manager of Marketing and Support Services at Southport Athletic Club from 2004-2014. Previously, Lisa was Vice President at Deutsche Bank from 1988-1993.

Education

  • BA in General Arts & Sciences, Penn State University
  • MBA in International Business, Penn State University