Lisa Norcia-Appelbaum is a Client Relationship Specialist in Mesirow Wealth Management. She is responsible for day-to-day client service and communications, including trade requests, account processing and documentation. She prides herself on being highly proactive and building strong relationships with clients.
Lisa joined Mesirow in 2023 and has 23 years of financial industry experience. She started her career in the financial services industry in 1988 and brings a unique mix of experience to her role at Mesirow. She spent 13 years in Institutional Fixed-Income Sales, nine years building strong client relationships at a hedge fund as Manager of Client Services, and five years as Sole Proprietor of a successful, local restaurant.
Lisa holds the Series 66 and 7 FINRA licenses and has passed the Securities Industry Essentials® (SIE®) exam.