As co-founder and champion of the non-profit ValuesAdvisor my mission is to make it frictionless for HNW investors to find a values-aligned Financial Advisor thus making moving money toward good, easier. I love sharing life’s adventures with my husband of 30+ years Bob Perkowitz and we are totally getting into the world of grandparenting.

A favorite quote of Lisa’s is “Exercising my ‘reasoned judgment,’ I have no doubt that the right to a climate system capable of sustaining human life is fundamental to a free and ordered society.” – U.S. District Judge Ann Aiken in Kelsey Cascadia Rose Juliana vs. United States of America, et al.