Director of Operations
Lisa Crivella has been with Ivy League Financial Advisors since January of 2006, starting out as an intern during college and moving up all the way to our Director of Operations in February of 2012. Lisa graduated from the Certified Financial Planning program at Virginia Tech where she was also a member of Kappa Kappa Gamma and served as both the Treasuer and Marshall for that organization.
Lisa's main responsibilty here at Ivy League is to guide our clients through the financial planning process beginning with the very first meeting, to then gathering all of the necessary data and documents and preparing the actual financial plan, and finally to presenting the plan to the clients for review. Lisa is essential to making sure that no stone goes un-turned and that each client is fully engaged throughout the entire process.
Lisa is also usually the person our clients call when they have a question about their account or need assistance solving a problem. She also generates our quarterly performance reports, rebalances our client's portfolios and she also maintans the different financial systems that we use such as our portfolio reporting system, our customer relationship management system and of course our custodian, TD Ameritrade Institutional.
Lisa is a native of Rockville, MD where she attended Holy Child for high school where she played varsity basketball and softball. She is currently a volunteer for Junior Achievement, she coaches a girls basketball team, and also plays on a few adult softball leagues. She enjoys spending what is left of her free time with her family in Bethany Beach, Delaware.