Lisa Lerner
About Lisa Lerner
Lisa Lerner serves as the Chief Compliance Officer at Periscope Equity, where she has worked since 2021. With a background in accounting and finance, she has held various roles in prominent firms including PwC and Sterling Bay.
Current Role at Periscope Equity
Lisa Lerner serves as the Chief Compliance Officer at Periscope Equity, a position she has held since 2021. In addition to her compliance responsibilities, she has also been functioning as the Controller since 2019. Her dual roles at Periscope Equity highlight her extensive expertise in compliance and financial management within the private equity sector. Based in the Greater Chicago Area, she has contributed to the firm's operational integrity and financial oversight.
Previous Experience in Accounting and Finance
Prior to her current positions at Periscope Equity, Lisa Lerner held various roles in accounting and finance. She worked as an Accounting Manager at Sterling Bay from 2016 to 2018. Before that, she served as a Tax Experienced Associate at PwC from 2011 to 2014. Her career also includes a role as a Fund Administration Account Manager at Cortland Capital Market Services LLC from 2014 to 2016, showcasing her diverse experience in the finance industry.
Educational Background in Business
Lisa Lerner earned her MBA in Accounting and Finance from Indiana University - Kelley School of Business, completing her studies from 2009 to 2011. She also holds a Bachelor's degree in Accounting and Spanish from the same institution, which she completed from 2006 to 2010. Her educational background has provided her with a strong foundation in financial principles and compliance practices.
Internship Experience
Lisa Lerner gained valuable experience through several internships early in her career. In 2010, she worked as a Tax Intern at PwC for two months in the Charlotte, North Carolina Area and as a Finance Intern at Grant Thornton International Ltd for one month in London, United Kingdom. Additionally, she completed an Assurance Internship at Ernst & Young in 2009 for two months in the Greater New York City Area. These internships contributed to her professional development in finance and accounting.