Lisette Nelson   | Director of Investment Operations

Lisette Nelson

Director of Investment Operations

Lisette joined IWC in March 2023, although the newest member on our team she comes with 23 years of experience in the financial industry in a variety of roles including Director of Client Services and interim COO. She has been recognized as winner of several industry awards for her exceptional client service. With her wealth of knowledge in investment relations, client services, operations, and management, Lisette provides world class service to all our clients.

As part of the leadership team, Lisette is responsible for the oversight and supervision of all IWC investment operations, strategic growth, compliance, and staying on top of industries standards. Overseeing all client investment accounts and relationships, she ensures each client receives the personal service IWC believes in.

A graduate of Central Michigan in Public Administration, she continued her education receiving her Masters in HR from Colorado State University. Lisette lives in White Lake, Michigan, with her husband and their 7 year old daughter. She spends her free time bouncing from cheerleading, girl scouts, soccer, child party planner, and enjoying a game of tennis. Her love of travel has taken her across the globe from China to New Zealand but still believes the greatest place on earth is Disney.