Lisa Carolyn Longest

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Finance

Consumer Services

Profile

Ms. Lisa C.
Longest is a Senior Analyst at Capital Advisory Group since 2000.
Ms. Longest worked at Crestar Bank.
Ms. Longest received a BS in Business Administration from Virginia Polytechnic Institute & State University and an MS in Finance from Virginia Commonwealth University.
She is also an Accredited Investment Fiduciary.

Former positions of Lisa Carolyn Longest

Companies	Position	End
Crestar Bank (Richmond, Virginia) Crestar Bank (Richmond, Virginia) Regional BanksFinance State chartered commercial bank	Corporate Officer/Principal	1999-12-29
CapGroup Advisors LLC CapGroup Advisors LLC Investment ManagersFinance CapGroup Advisors investment approach is based on fundamental asset allocation. Their asset allocation process begins with risk and return scenario modeling to evaluate a variety of optimized portfolios. The firm's fundamental asset allocation approach leads to the development of portfolio structures using a modular core and satellite framework that combines traditional investments in equities and fixed-income securities with complementary investments in a variety of non-traditional investments.	Analyst-Equity	-

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Private companies	4
Crestar Bank (Richmond, Virginia) Crestar Bank (Richmond, Virginia) Regional BanksFinance State chartered commercial bank	Finance
CapGroup Advisors LLC CapGroup Advisors LLC Investment ManagersFinance CapGroup Advisors investment approach is based on fundamental asset allocation. Their asset allocation process begins with risk and return scenario modeling to evaluate a variety of optimized portfolios. The firm's fundamental asset allocation approach leads to the development of portfolio structures using a modular core and satellite framework that combines traditional investments in equities and fixed-income securities with complementary investments in a variety of non-traditional investments.	Finance
Virginia Polytechnic Institute & State University Virginia Polytechnic Institute & State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Virginia Commonwealth University Virginia Commonwealth University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services