As Operations Manager, Marisa specializes in assisting our clients with all administrative tasks, including opening new accounts, transferring assets and making sure all paperwork and forms are up to date.

She also assists John and Dave in running our office, helping out with marketing and advertising, and supporting our compliance efforts.

In her free time, Marisa enjoy swimmings, walking, ceramic slipcasting, going to the gym and especially reading. She belongs to 2 book clubs, one dedicated entirely to the works of William Shakespeare. She also enjoys cheering on the Los Angeles Lakers.

Marisa joined Triad in 2015 after holding various positions at Wells Fargo Advisers, Morgan Stanley and Smith Barney assisting clients and financial advisers. Prior to working in the investment field, Marisa worked in public relations for a number of years. She earned a Bachelor’s degree in Speech Communications from California State University Northridge.