Lisa Michel, CTFA, AEP^®, is a Wealth Advisor in Glenmede’s Ohio office. In this role, she is responsible for providing thoughtful wealth management advice, solutions for fiduciary, charitable, financial, and wealth transfer planning, and trust and account administration. Ms. Michel partners with investment, tax and wealth planning colleagues to understand client goals, provide tailored guidance and ensure clients’ wealth management objectives are fulfilled.

Prior to joining Glenmede, Ms. Michel worked at Key Private Bank, where she was a Senior Trust Advisor, specializing in the administration of personal trust accounts and providing advice to individuals and business owners on financial, tax, estate and trust matters. Previously, she served as a Trust Officer for First Merit Bank, an Attorney with Walter Haverfield LLP and a Tax Professional at Ernst & Young LLP.

Ms. Michel earned a Bachelor of Arts degree in economics from Tufts University and a Juris Doctor degree from Case Western Reserve University School of Law. She is a Certified Trust and Financial Advisor and an Accredited Estate Planner. Ms. Michel is an active member of the Cleveland Metropolitan Bar Association.

Ms. Michel is a member of the Menorah Park Board and the Cleveland Pops Board. She is the current Chair of the Professional Advisory Council of the Jewish Federation of Cleveland, and is a former Chairperson of the Jewish Federation of Cleveland Charitable Tax Seminar, President of the Estate Planning Council of Cleveland and Trustee of Fairmount Temple.