Profile
Ms. Lisa L.
Cooper is Partner & Senior Portfolio Manager at Nelson Capital Management LLC where she also serves on the investment committee since November 2009.
Ms. Cooper was employed as Vice President by Trillium Asset Management Corp.
She also served on the board at Boise, Inc., Smith Barney Asset Management, The Social Investment Forum, and Ten Thousand Villages.
Ms. Cooper received her Bachelor's degree in Business Administration from California Polytechnic State University (San Luis Obispo) and her MBA from the University of Pennsylvania.
She is also a Chartered Financial Analyst
Former positions of Lisa Cooper
| Companies | Position | End |
|---|---|---|
Trillium Asset Management LLC
 Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients. | Director of Research - Equity | 01/01/2009 |
| Smith Barney Asset Management | Portfolio Manager-Equities | 31/12/1998 |
Nelson Capital Management LLC
 Nelson Capital Management LLC Investment ManagersFinance Nelson Capital Management LLC is a wealth management firm and registered investment advisor located in Foster City, California. The firm was founded and registered with the SEC in 1974 and was acquired by Wells Fargo & Co. (NYSE: WFC) in 2002. | Investment Committee Member | - |
Boise, Inc.
 Boise, Inc. Pulp & PaperProcess Industries Boise, Inc. manufactures paper products. It offers linerboards packaging segment which are used in manufacture of corrugated sheets, containers and corrugated sheets. The company is headquartered in Boise, ID. | Corporate Officer/Principal | - |
Ten Thousand Villages (Pennsylvania)
 Ten Thousand Villages (Pennsylvania) Specialty StoresRetail Trade Ten Thousand Villages owns and operates as a gift store. The firm offers jewelry, accessories, kitchen and dining products, wall decor, games, gift cards, and special/ bulk orders. The company is headquartered in Akron, PA. | Corporate Officer/Principal | - |
Training of Lisa Cooper
| University of Pennsylvania | Masters Business Admin |
| California Polytechnic State University (San Luis Obispo) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Trillium Asset Management LLC
Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients. | Finance |
| Smith Barney Asset Management | Finance |
Ten Thousand Villages (Pennsylvania)
Ten Thousand Villages (Pennsylvania) Specialty StoresRetail Trade Ten Thousand Villages owns and operates as a gift store. The firm offers jewelry, accessories, kitchen and dining products, wall decor, games, gift cards, and special/ bulk orders. The company is headquartered in Akron, PA. | Retail Trade |
Boise, Inc.
Boise, Inc. Pulp & PaperProcess Industries Boise, Inc. manufactures paper products. It offers linerboards packaging segment which are used in manufacture of corrugated sheets, containers and corrugated sheets. The company is headquartered in Boise, ID. | Process Industries |
The Social Investment Forum
 The Social Investment Forum Miscellaneous Commercial ServicesCommercial Services The Social Investment Forum provides investment advice. Its programs include Center for Sustainable Investment Education and Global Sustainable Investment. The company is headquartered in Washington, DC. | Commercial Services |
Nelson Capital Management LLC
Nelson Capital Management LLC Investment ManagersFinance Nelson Capital Management LLC is a wealth management firm and registered investment advisor located in Foster City, California. The firm was founded and registered with the SEC in 1974 and was acquired by Wells Fargo & Co. (NYSE: WFC) in 2002. | Finance |
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