Lisa Rusch
Director of Operations
About Lisa
Lisa Rusch, partner, is director of operations for William Blair Investment Management. In this role, she oversees all aspects of Investment Management operations, including settlements, project management, mutual fund administration, alternatives operations, portfolio accounting, trade support, data reporting and administration, and risk management. Before assuming this role in November 2017, Lisa was responsible for the trade support, reporting, and data management teams, working closely as a key partner with investment teams. As a testament to her commitment to excellence, Lisa was the inaugural recipient of the Nicholas Award, given to a William Blair employee who exemplifies a number of leadership qualities.
Before joining William Blair in 2000, Lisa was a business systems analyst for the Depository Trust & Clearing Corporation (DTCC) in New York, where she was responsible for onboarding investment managers, banks, and broker-dealers. Before joining the DTCC, Lisa worked at William Blair as assistant manager of the settlement department in firm operations. In addition, Lisa spent two years as a branch operations manager for Morgan Stanley Smith Barney. She received a B.A. from DePaul University.
About William Blair
William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
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1935
Year William Blair was founded
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1,900+
Employees worldwide
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149 billion+
Client assets
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89 Years
Independent and employee-owned
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20+
Offices worldwide
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~650
Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.