Coulter Strategic Services - named for Lisa’s eternal mentor, her Mom - provides investment adviser compliance services with an emphasis on education, practical guidance, and training for Chief Compliance Officers and firm staff. From individual projects to full compliance services, support is tailored to each firm’s needs to help strengthen and maintain its compliance program. Please see our Services tab for more information. Coulter Strategic Services also provides financial regulatory compliance education through industry conferences, webinars, and at the collegiate level for those seeking financial degrees.

Before starting Coulter Strategic Services, Lisa spent over 15 years as a partner and member of the C-Suite at financial advisory firms, giving her firsthand knowledge of the operational, management, and compliance responsibilities involved in running an advisory business. She holds the Investment Adviser Certified Compliance Professional (IACCP) designation, the CFA Investment Foundations Certificate, and a degree in computer programming. Lisa brings this experience to her work with advisory firms, helping them understand their compliance responsibilities and incorporate practical solutions into their daily operations.