Lisa D. McFee

Lisa D. McFeeManager of Operations

Background

Lisa D. McFee has a varied operations background that includes Implementation Manager at The Softa Group, Operations Manager for Del Webb – Sun City, and Financial Manager for Cornerstone Homes. She ran her own residential construction company, McFee Homes, from 2005 – 2008. She joined Chesney & Company in 2008 and has learned the business from the ground up. She was promoted to Manager of Operations in 2013.

Education and Credentials

Lisa has a B.A. degree in Business Administration, and minor in Information Systems, from Governor’s State University, University Park, IL. She is a Registered Paraplanner®.

Role and Responsibility

Lisa is the manager of operations for Chesney & Company and oversees the day to day activities of both staff as well as independent contractors (Consider It Done and Soulsby Accounting Group). In her previous role, she handled the portfolio implementation (monitoring and trading) and is transitioning this work to her staff. Lisa also has an extensive technology background and she was implemental in creating an access database to manage Chesney & Company’s extensive private placement positions.

Passions

Lisa shares her home with Sophie, her Labrador Retriever. She is a staunch supporter of the Beaufort Humane Society, the Palmetto Animal League, Pigeon Point Neighborhood Association and American Red Cross. She is passionate about cooking and entertaining, and enjoys riding her motorcycle (with Sophie’s portrait on the fender).