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Lisa Zard, CAIA


Lisa Zard serves as Director covering business development opportunities in the Western United States.  Ms. Zard brings 10 years of investment experience, working closely with RIA’s, Independent Broker Dealers, Bank Trusts, Family Offices, Institutions, Planners and Asset Managers.   Her focus is on building impactful allocations to diversified investment strategies.  Prior to joining AlphaCore, Lisa was a Director at Vivaldi Asset Management and a dedicated VP for a concentrated Long Short Equity Hedge Fund.  Ms. Zard began her career in alternatives at Altegris Investments gaining experience in both public offerings and private placements. Lisa Zard is committed to the highest standard of integrity and ethics and is an active member of the CAIA® association.

Education and Accreditation
San Diego State University, BS Biology
CAIA®, Chartered Alternative Investment Analyst®