SAN FRANCISCO
Lisi Bailliere Dean
Senior Vice President, Private Wealth Advisor
EXPERIENCE
  • Director, Institutional Equity Sales, Merrill Lynch
  • Vice President, Institutional Equity Research Sales, Alex. Brown & Sons
  • Former player on the U.S. Women’s Lacrosse Team; former captain of Harvard Women’s Lacrosse Team
  • Founding partner, board member, former girl’s program director at San Francisco Riptide Lacrosse Club
  • Member, San Francisco Foundation’s Professional Advisors Council
EDUCATION
  • BA, Harvard College
  • MBA, Kellogg School of Management, Northwestern University

Who I work with

Many of my clients are leaders – in their careers, their families, their communities – and I am particularly passionate about working with women who lead. These are innovative, “big idea” people. I help them focus their energy on leading full, meaningful lives, because they know I’m working to keep them on track to meet their financial goals.

The change I create for my clients

Sometimes people haven’t really thought about their goals before we meet, or their internal dialogue around their wealth doesn’t feel quite right to them. I am able to guide them in changing that dynamic so they can feel confident and in control of their wealth. My team and I spend time with our clients really digging deep to get them to a place of clarity and confidence.

Why I work at Capital Group

I was exposed to the smart and thoughtful people on our team while working at a different firm. I was so impressed seeing Capital Group’s culture from the outside and feel privileged to be part of the team today. I believe our clients benefit from a proven investment process that focuses on delivering excellent results through many market cycles.

What brings you joy outside of work?

My priority is spending time with my husband and three children, and our extended family and friends. I am happiest when exploring new places or being active outdoors — be it hiking, running, skiing, playing tennis or walking our dogs on the trails and beaches near our home in Northern California.

“In some ways, I’m in the business of life coaching. I strive to guide my clients to the best decisions for the outcomes they desire. Advising someone financially means helping to create their life road map, and in that regard I’m also a therapist, team captain, facilitator, teacher and translator.”

Lisi Bailliere Dean