Senior Vice President
Lisi Bailliere Dean is a Senior Vice President and Investment Counselor for Capital Group Private Client Services. Lisi works directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. She also helps nonprofit foundations and endowments to pursue their long-term financial objectives through effective planning and investment management.
Prior to joining Capital, Lisi was a Director of Institutional Equity Sales at Merrill Lynch for over five years, and also spent five years in institutional sales at Alex. Brown & Sons. She was also a marketing manager for both Microsoft and Time Magazine.
She holds her BA from Harvard College and her MBA from Northwestern University’s Kellogg School. Lisi has also served as a founding partner, board member and as the current Girls’ Program Director for the SF Riptide, a nonprofit youth lacrosse organization in San Francisco. She currently serves on the San Francisco Foundation’s Professional Advisor Council. Lisi is a former player on the U.S. Women’s Lacrosse Team.
Lisi is based in our San Francisco office.