Lisa Shaffer
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My Information
Lisa is the Quality Control Manager and Trust Officer in the Extraco Banks Wealth & Trust practice.
She works with a range of clients, ERISA-qualified and non-qualified, while maintaining processes and
procedures within the department.
Lisa brings a wide range of relevant experience in investment management and Wealth & Trust custody
services to Extraco. Prior to joining Extraco Banks, Lisa was an Assoc. Portfolio Manager at Northern
Trust in the Foundation and Endowments (FIA) Team, an Outsourced Chief Investment Officer (OCIO)
specialist-team based in Miami, FL. In this role, she was the primary client contact for several
endowments, foundations, and pension clients.
Within the custody services industry Lisa also worked as a Relationship Manager in the institutional
Foundation and Endowments group. Previously, Lisa was an Investment Associate with Northern Trust
Asset Management in the Consultant Relations team and with Northern Funds as a wholesaler.
Lisa received her MBA in Economics and International Business from the Kellstadt Graduate School of
Business at DePaul University in Chicago, IL and a B.S. in Business Administration from Lewis University in
Romeoville, IL. She is a former Board Member and Past President of the Auxiliary Board at Mercy
Home for Boys & Girls in Chicago, IL.
My Expertise
- Estate Planning & Administration
- Legacy & Wealth Transfer
- Trust Planning & Administration
My Office
3615 S 31st St
Temple, TX 76502
United States