Hero image for Lisa Svendberg

The Grey Ledge Team

Lisa Svendberg

Office Manager and Executive Assistant
203.468.7228 office

Lisa Svendberg joined Grey Ledge Advisors in 2023 to serve an incredibly important role — keeping our team organized, energized, and functioning effectively and efficiently.

As our Office Manager and Executive Assistant, Lisa often serves as the first point of contact when a client or prospective client calls or visits our office, and she makes sure everyone receives a warm greeting and is directed to the best resource to meet their needs. She is highly experienced in the wealth management industry and takes great pride in developing meaningful relationships with colleagues and clients.

Outside of work, Lisa enjoys a wide variety of activities, including decorating, arts and crafts, and gardening. You can often find her at local fairs and festivals or dining out at some of her favorite restaurants. Interestingly, Lisa once served as a hand model for a large manufacturing company; demonstrating the use of surgical instruments.

Lisa came to Grey Ledge Advisors with 30 years of experience in administrative roles for banking and financial institutions, including People’s United Bank, NewAlliance Investments, and RBC Wealth Management. Lisa currently lives in Morris Cove, New Haven, with her husband and two cats.

Helping our clients achieve their financial goals