Lisa Lynn Curcio

Ms. Lisa L.
Curcio is a Relationship Manager at Sterling Investment Advisors Ltd.
She has been responsible for high net worth individual, corporate, foundation, charitable and trust accounts through sub-advisory and wrap sponsored channels for large cap growth equity, balanced and fixed income products.
She is responsible for the entire process of trading, rebalancing, monitoring, performance reports, client servicing and client account reviews and meetings, as well as new business presentations.
Ms. Curcio has over 20 years of experience in the financial services industry working with notable companies such as Rittenhouse Financial Services and Merrill Lynch.