As CHRO, Lisa will build upon Performance Trust’s HR foundation and continue to shape a function that can support the company during its period of significant growth. Lisa will be the leader of the company’s HR team and function, serving as a trusted advisor to senior leadership and the board of directors while reporting to CEO Chirag Shah. Lisa previously served as Senior VP, Senior Talent Executive at McGriff Insurance Services (Truist Bank), CHRO at Antares, as well as other financial firms.
Performance Trust is a broker-dealer, investment advisory and investment banking firm, specializing in highly analytical strategies and solutions. The company was founded in 1994 to help smaller institutions through the analytics of risks and rewards of investments. Headquartered in Chicago, the company now has 320 employees in 13 locations across the United States and Puerto Rico and is the largest full-service investment bank focused on community depository institutions.