Lisa Cohen is the CEO of Momentum Partners, a leading advisory firm to financial services and investment management industry leaders committed to driving growth and innovation.
Lisa works with clients to address evolving distribution channels, innovate new products and services, identify partners and collaborators, build strategies and business plans, and more. She is a motivational leader who inspires and supports contrarian thinking, a frequent industry speaker and moderator, and regular media contributor.
Lisa’s background includes more than a decade of experience as a trusted advisor to senior financial services leaders, and a nearly equal amount of time as a senior level industry operating executive. Lisa was a SVP and Managing Director, Product Management, at Evergreen Investments, now part of Wells Fargo, and was a Director with responsibility for investment and retirement product management and marketing with John Hancock Funds and John Hancock Financial Services.
Momentum Partners is a signatory to the United Nations Principles for Responsible Investment and is the consulting partner to the FUSE Research Network and the RepThinkTank, a partnership with the publishers of RegisteredRep magazine.
Lisa writes the FundHouse column for RegisteredRep Magazine, is a blogger for the Corporate Social Responsibility Wire, and writes and comments frequently for Ignites, a Financial Times publication for the financial services industry.
Lisa is a graduate of Smith College and has completed Harvard’s Executive Education program in Investment Decisions and Behavioral Finance. She is the co-author of Wealthbuilding, published by Dearborn Financial Publishing, and is an active member of the Boston Club.
