Lisa Shake
Senior Wealth Planner
About Lisa
Lisa Shake is a senior wealth planner in the Private Wealth Management group. Before joining the firm in 2021, Lisa worked for nine years at Fifth Third Private Bank as a senior wealth planner and senior trust advisor serving high-net-worth clients with the review of investment and spending policies. In addition, she created wealth planning solutions around such issues as cash flow, risk planning, charitable planning, estate planning, and income tax planning. In her role as a senior trust advisor, Lisa rounded out her trust expertise and acted as a corporate fiduciary and administrator for high-net-worth clients. Previously, Lisa was a vice president in Credit Suisse’s Family Wealth Management Group. She began her career in public accounting at Deloitte and RSM McGladrey, where she provided comprehensive financial planning services as well as tax preparation services to high-net-worth individuals. Lisa has a bachelor’s degree and master’s degree in taxation from the University of Illinois. Lisa is a Certified Public Accountant and a Certified Divorce Financial Analyst.™
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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1935Year 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 YearsIndependent and employee-owned
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20+Offices worldwide
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~650Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.