1345 Railroad Avenue,St Helena
RCM, helmed by Claude Rosenberg, a San Francisco legend in value investing, held a commanding presence in the financial world, managing accounts for marquee institutional clients - CALPERS, CPERS, and notable venture families of Sand Hill Road. Under Rosenberg’s mentorship, Lisa absorbed the intricacies of the market while participating in high-stakes client meetings.
Lisa was invited to help pioneer a research product aimed at challenging traditional approaches to investing. Unlike conventional methods reliant on management forecasts, this innovative product—later known as “marketplace checks”—relied on insights from the ground up. Journalists, store managers, truck drivers, and suppliers contributed real-time feedback, bypassing Wall Street biases to focus on the authentic pulse of the market. The product’s success quickly amassed a multi-million-dollar client base comprising the investment world’s elite.
Lisa thrived in this uncharted territory, often diverging from conventional wisdom and embracing the contrarian role. Her inclination to push boundaries extended beyond her Wall Street career. After departing RCM, she turned her focus to fostering female entrepreneurship and angel investing in the Bay Area, often partnering with other investors to fuel startups. She eventually launched a business incubator, specializing in market strategies for growth-stage companies and emerging markets.Yet, real estate called her back—a legacy rooted in her family’s history. Her grandmother, Marian Hannah, was San Francisco’s first female broker, co-owning Excelsior Realty. A pioneer of her time, Marian would acquire and renovate distressed properties, transforming them into inviting homes for young families. Marian’s charisma and keen business acumen, paired with her trademark wigs, shoes, and bright red lipstick, left a lasting impression on Lisa. Those early memories with her grandmother sparked a lifelong passion for real estate, shaping her vision of legacy.
Today, Lisa brings her wealth of experience and deep-rooted passion for real estate to Vanguard Properties. Along with her real estate expertise, she is also a Certified Mediator, trained to guide individuals and families through the nuanced terrain of legacy planning, whether facilitating family succession or identifying ideal buyers for iconic properties. Lisa’s expertise in both mediation and high-stakes transactions ensures that each client’s legacy is preserved with care, respect, and strategic foresight, seamlessly integrating her dedication to honoring what’s been built with a keen eye for future possibilities. Her own portfolio, spanning residences, ranches, rental properties, and a vineyard estate in Sonoma Valley, is a testament to her decades of dedication. For Lisa, legacy is about honoring what’s been built and inspiring her three daughters to forge their paths—demonstrating that, with drive and vision, every era offers new possibilities.
