Senior Accountant
Lisa joined the finance team at PFG in 2020 and focuses on accounting for the management company. Her prior professional experience includes fund accounting at Blum Capital Partners, Top Sight Capital Management, Bowman Capital Management, and Marin Capital Partners. Lisa took a leave from the workforce in 2015 to focus on family and joined PFG to continue her professional career.
Lisa began her career in public accounting at Deloitte in San Francisco, then moving to Ernst & Young. She left Ernst & Young as an audit senior in the Assurance Practice, focused on serving hedge fund and venture capital clients.
Lisa holds a Bachelor of Science degree in Business Administration (Accounting) from San Francisco State University and is a Certified Public Accountant (inactive).
Lisa is an avid gym junkie and an occasional TV/movie binge-watcher.
“Not only does PFG have a very talented team, but there is no corporate red tape. It’s an incredible environment to work in.”
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SVB is a leading American bank providing products, services and strategic advice for businesses at every stage. They operate as a go-to commercial bank for start-ups and established corporations, offering venture funding, private banking & wealth advising. SVB is the largest lender to technology companies globally.
SVB has built its reputation as the financial partner of the innovation economy – helping individuals, investors and the world’s most innovative companies achieve extraordinary outcomes.
PFG and SVB have maintained an official strategic partnership since the late 1980’s. We have collaborated together as co-lenders and extended each other's ability to reach new markets and provide deeper capital to high-growth companies.
PFG and SVB have provided growth debt across the U.S. & Canada, Europe, Middle East, Asia, and Latin America, where we co-manage a Venture Debt Latin America Growth Lending Fund.
IFC — a member of the World Bank Group — is the largest global development institution focused on the private sector in emerging markets. IFC works in more than 100 countries, using its capital, expertise, and influence to create markets and opportunities in developing countries, leveraging the power of the private sector to end extreme poverty and boost shared prosperity.
PFG and IFC are strategic partners where we extend IFC’s direct venture and VC funding, collaborating on fintech and tech lending across global growth markets.
Aims to be the partner of choice for the private sector in Latin America and the Caribbean. They finance projects to advance clean energy, modernize agriculture, strengthen transportation systems and expand access to financing.
IDB Invest, a member of the IDB Group, is a multilateral development bank committed to promoting the economic development of its member countries in Latin America and the Caribbean through the private sector. IDB Invest finances sustainable companies and projects to achieve financial results and maximize economic, social, and environmental development in the region. With a portfolio of $16.3 billion in asset management and 347 clients in 25 countries, IDB Invest provides innovative financial solutions and advisory services that meet the needs of its clients in a variety of industries.
PFG leads a joint venture with IDB Invest that provides debt capital to emerging innovative tech companies across the region via our Latin America Growth Lending Fund. The initiative brings investment expertise into LAC from top notch global players in this field.