Lisa Koscielny, AIF^®, CPFA

Lisa Koscielny is an Associate Vice President, Retirement Plan Consulting based in our Knoxville office.  She works closely with plan sponsors and their providers to coordinate day-to-day execution, resources, and service to help clients effectively achieve success in their long-term retirement planning goals.  

Lisa Joined SageView in 2022 with a background in financial services for the past 20 years. Her experience is concentrated in client service and investor relations where she worked with institutional and family office investors across a variety of hedge fund strategies.  Prior to her time in alternative investments, she worked as a strategy consultant and started her career at JP Morgan in strategic planning roles across corporate technology and investment banking divisions. 

A graduate of Carnegie Mellon University, Lisa earned a Bachelor of Science in Information & Decision Systems, with minors in Industrial Management and French. She received her MBA from the Tuck School of Business at Dartmouth College. She is an Accredited Investment Fiduciary (AIF^®) and holds the Certified Plan Fiduciary Advisor (CPFA) designation.