Lisa Marie Kerr

•Lisa Kerr is a Vice President, Senior Trust Relationship Manager, in the Cleveland office. Lisa brings more than 23 years of personal trust and financial services experience to her position.

•Lisa is a two time graduate of Ohio Northern University where she received her B.S.B.A. majoring in Management and Marketing, as well as her Juris Doctorate. She holds a license to practice law in the state of Ohio. Between her undergraduate and graduate studies Lisa worked for Shell Oil Company managing their company owned locations in southern California. She has enjoyed banking since 1992 when she graduated from law school.

•In her role, Lisa works closely with herclients to consider their financial needs.  She dovetails their lifestyle and goals with the estate planning and asset structure to insure income needs will be met of both current and future beneficiaries, capital gains and estate taxes will be minimized and overseeing portfolio activity.  She currently administers over $200 million in assets in investment management, trust, IRA, custody and charitable accounts for her clients along with a dedicated Portfolio Manager for every client relationship.