Lisa Lerner

Lisa Lerner

Director of Finance/CFO at Periscope Equity LLC

Finance
Consumer Services

Profile

Lisa joined Periscope in 2019 and is the Chief Financial Officer and and Chief Compliance Officer.
Lisa leads and is responsible for Periscope’s accounting, finance, administrative and compliance functions.
Prior to joining Periscope Equity, Lisa was a Finance Manager at Green Courte Partners, a real estate focused private equity firm, where she was responsible for a variety of special projects supporting multiple departments.
Prior to Green Courte, Lisa was an Accounting Manager at Sterling Bay, where she led all accounting and operations for three private real estate funds.
Prior to Sterling Bay, Lisa was a Fund Administration Account Manager at Cortland Capital Markets Services.
Lisa began her career at PwC within the Financial Services and Wealth Management tax practices.
Lisa earned an MBA and a BS in Accounting from Indiana University’s Kelley School of Business.

Lisa Lerner active positions

CompaniesPositionStart
Director of Finance/CFO 2023-02-28
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Training of Lisa Lerner

Kelley School of Business Masters Business Admin

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98

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2

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