Lisa B. Davis, MSM

As Chief Strategist for Aurelius Legacy Partners, Lisa works closely with Anthony D’Angelo, the CEO, on the firm’s vision and growth objectives. She oversees strategic acquisitions and the cultivation of client experiences where no detail is too small and challenges the industry’s benchmark.

Lisa is always thinking, planning, and strategizing; you can see her mind working from the second you start your conversation. Often referred to as the “Beautiful Mind”, it’s like watching someone put together a puzzle at lighting speed! Her love for working with people is infectious. She is passionate about the value of teaming and creating a strong workplace culture, as well as building a thriving financial practice.

Lisa has a long and accomplished history as an independent wealth manager, beginning her career with starting her own firm, FACTS, LLC in Philadelphia, PA. In addition to taking care of her clients, she thrived in her responsibilities for evolving the business and brand. In 2012, Lisa joined 1847Financial and qucikly became its Managing Director in 2015 leading to her promotion to Managing Partner in 2020. Lisa’s areas of expertise are uniquely extensive, ranging from the development of strategic vision to marketing and financial operations.

She is a sought-after speaker among industry organizations, has been featured in local publications for her thought leadership, and was a guest on This Is It TV. Active in the industry, Lisa is also a member of FINSECA and Women in Financial Services and is an advocate for supporting and engaging The American College of Financial Services. She currently serves on several committees, including the Jewish Federation of Greater Philadelphia and the American Heart Association.

Lisa holds a Masters, Science of Management degree from The American College. She also obtained her Bachelor of Science Degree from the Cornell University School of Hotel Administration in New York with a concentration in business.