Lisa Marsden
Lisa Marsden is the President and Founder of Coulter Strategic Services. Coulter Strategic Services (CSS) provides Financial Advisors and compliance consulting firms with compliance and project management services. Coulter Strategic Services also provides financial regulatory compliance education to advisory firms, industry conferences, webinars and at the collegiate level for those seeking financial degrees.
Prior to starting Coulter Strategic Services, Ms. Marsden was in the C-Suite as a CTO, COO and CCO for Registered investment advisors in Florida.
Ms. Marsden has a degree in computer programming from Keiser University and holds the Investment Advisor Certified Compliance Professional Designation (IACCP®) and CFA® Investment Foundations Certificate.
She also held positions in the Banking Trust industry. Ms. Marsden is a past President and a member of the FPA of South Florida as well as a member of the CFA Society of South Florida, Florida Securities Dealers Association and the National Society of Compliance Professionals (NSCP).