Earlier this year, we announced a national search for a dedicated chief investment officer, separating the president and chief investment officer roles Bryan Pini has held since 2007, to better focus on each position’s distinct responsibilities. After almost five months of extensive interviews, we are pleased to share that Lisa Laird will join Mercy Investment Services as chief investment officer.
Lisa holds the chartered financial analyst and chartered alternatives investment analyst designations and brings more than 20 years of institutional investment experience. Most recently, she served as chief strategist at Investment Office Resources, LLC. Her prior experience includes principal and senior advisor at Hightree Advisors and chief investment officer at Providence St. Joseph Health, where she oversaw more than $18 billion in operating, insurance, defined benefit, and defined contribution assets. While at Providence St. Joseph Health, Lisa also established and led an executive team charged with supporting the health system’s values through screening, shareholder advocacy, proxy voting, and community investment.
Outside of work, Lisa is the current treasurer and past board chair for the Seva Foundation, which has helped restore sight to more than five million people globally. She is also a member of the Sustainability Advisory Committee at Loyola Marymount University and an ambassador for Girls Who Invest. Lisa holds a master of business administration degree from Duke University’s Fuqua School of Business and a bachelor of science degree from Cal Poly Pomona.
Lisa’s experience, dedication to mission, and passion for human services closely align with the core of Mercy Investment Services’ work. She has a deep appreciation for our mission and support of the Sisters of Mercy and its ministries. Lisa’s robust investment experience will strengthen our efforts to expand our environmental, social and governance (ESG); thematic; and impact investing strategies.
Please join us in welcoming Lisa to Mercy Investment Services!