Profile
As a founder of Insight, Ms. Miller has contributed to both the investment management and operational development of the firm.
Working side-by-side with Jim Collins at the onset of the firm's inception, she helped to create Insight's solid, long-term performance records.
Over the years, Ms. Miller has been a contributing editor of the highly ranked newsletter OTC InsightÒ.
Today, Ms. Miller manages the firm's overall operations and future growth.
Prior to co-founding Insight, Ms. Miller was the manager of administration for a retail franchiser.
She joined that company at a time when it was expanding its franchise offerings.
By participating in this expansion, Ms. Miller gained considerable experience in compliance-related issues, client servicing and the value of managing growth for a corporation and its employees.
Ms. Miller holds a Bachelor of Science degree in Sociology from Oregon State University.
She has passed the NASD General Securities Representative (Series 2), the Uniform Securities Agent State Law Examination (Series 63), and the Uniform Investment Advisor Law Examination (Series 65) examinations.
Former positions of Lisa K. Miller
Companies | Position | End |
---|---|---|
Insight Capital Research & Management, Inc.
Insight Capital Research & Management, Inc. Investment ManagersFinance Founded in 1988 by Jim Collins, Insight Capital Research & Management, Inc. a registered investment advisor located in Walnut Creek, California. The firm provides asset management services to institutional and high net-worth investors. | Chief Operating Officer | 2008-03-30 |
Training of Lisa K. Miller
Oregon State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
---|---|
Insight Capital Research & Management, Inc.
Insight Capital Research & Management, Inc. Investment ManagersFinance Founded in 1988 by Jim Collins, Insight Capital Research & Management, Inc. a registered investment advisor located in Walnut Creek, California. The firm provides asset management services to institutional and high net-worth investors. | Finance |
- Stock Market
- Insiders
- Lisa K. Miller