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Lisa Cortes

Associate Director, Client Service

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About Lisa

Lisa Cortes serves as Associate Director, Client Service at Sequoia Financial Group.

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Lisa Cortes,

Associate Director, Client Service

Recent Insights

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Financial Literacy at the Highest Level: Why Education Still Matters for the Ultra-Wealthy
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How to Evaluate and Optimize Executive Compensation Packages
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U.S. Equities Surge to All-Time Highs as Iran Ceasefire Optimism Takes Hold