Lisa Vieira's Profile Image

Lisa Vieira

Lisa Vieira is an Administrative Assistant at Compliance Advisor Professionals who holds an Associates Degree in Office Administration from Bristol Community College.

Prior to joining CAP in 2018, Lisa worked as a Human Resources Generalist for over 12 years in the Financial sector at large firms.

Her extensive experience in Human Resources makes her an asset behind the scenes, and her efficiency, attention to detail and organizational skills help her shine in daily tasks such as editing and filing Regulatory Documents such as U4’s, making edits to Compliance Program documents, and building out and maintaining our CRM and Client Database. She is team-player who is a wonderful addition to the collaborative environment at CAP.

Born and raised in Southeastern Massachusetts, Lisa resides in the area with her Husband, Son, and (large) Olde English Bulldog, Brewin. She enjoys spending time with her family, and cooking - especially Portuguese food, which we occasionally get to benefit from, here at CAP!

Testimonials

I am a CPA and the sole owner of an RIA. Initially I was attracted to CAP because Ellen is a CPA. The professionals of CAP are A+++++++. My firm / practice would not exist if it were not for CAP.”
– John Funk, CPA, Quest Investment Portfolio Management, Limited

Read More From Our Clients