Lisa Hart is a seasoned investment professional with over twenty-five years of experience in institutional client service, relationship management, and business development. As Key Account Director at Envestnet, Inc., Lisa serves as the primary relationship manager for the firm’s top enterprise clients, leading cross-functional initiatives and acting as a trusted client advocate. Her expertise in resolving complex issues, streamlining operational processes, and delivering innovative solutions has consistently driven client satisfaction and organizational efficiency. 

Prior to joining Envestnet, Lisa held senior leadership roles at SEI, Turner Investments, and Victory SBSF Capital Management, where she managed institutional relationships, developed and presented strategic content to investment committees, and oversaw marketing and operational programs. Lisa holds a BS in Finance with a minor in Accounting from West Chester University, is a Chartered Alternatives Investment Analyst (CAIA) Charter Holder and previously served on the Board of the Women in Investing Network of Philadelphia. 

Lisa resides in Worcester township with her husband John, their three children and their Labrottie, Zoey.