Lisa Cassidy

Senior Relationship Manager | Westport, CT

What is your professional background?
Prior to Congress Wealth Management, LLC, I was a Senior Client Service Associate at First Republic Private Wealth Management in Greenwich, CT. I have twenty-five plus years of experience in the financial industry, including senior client relationship roles at both Brenton Point Wealth Advisors and Fidelity Investments in the Private Client Group.

What guides your financial principles?
Spend within your limits. Save as much as you can and invest wisely.

With regards to finances, what do you feel like is good advice to live by?
Investing requires diligence, hard work and patience in order to be successful. It is very important to understand exactly what you are investing in.

What brings you the most satisfaction professionally?
Knowing clients feel they have someone who is looking out for their best interest and making sure they have everything they need. Working in a team environment, learning and sharing with my colleagues.

What is the best advice you’ve ever received?
Learn from your successes and mistakes. Everything you experience teaches a lesson.

How do you spend your free time (hobbies, interests)?
Playing tennis, skiing, and walking with my dogs.

When and where are you happiest?
Being with family, friends and our canine companions. Skiing Sugarloaf Mountain on a bluebird day.

Contact Lisa