Lisa Berry

As a Senior Trust Advisor, Lisa works closely with her clients and their advisors  in the management and oversight of  trusts administered by BMO under Delaware law. Lisa specializes in providing customized trust and estate administration for individuals, business owners and  multi-generational families, as well as working with third party investment professionals and RIA firms for Directed Trust arrangements.

Lisa’s  financial services industry experience spans 30 years with 20  involving trust administration under New Jersey and Delaware law.  This experience includes 9 years specific to Delaware in which she managed a boutique Delaware Trust company.

Lisa earned her BA from Douglass College, Rutgers University. She is a Certified Trust and Financial Advisor (CTFA).