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, San Francisco, and also spent five years in institutional sales at Alex, Brown & Sons, San Francisco, and in New York, in marketing with Time Warner.
She holds her BA from Harvard and her MBA from Northwestern University’s JL Kellogg School. Lisi has also recently served as the Girls’ Program Director for SF Riptide, a non-profit youth lacrosse organization in San Francisco and 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.