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Lisa Dawn Lind

Chief Compliance OfficerShorenstein Investment Advisers LLCCRD 7861662

About Lisa Dawn Lind

Lisa Dawn Lind is listed as Chief Compliance Officer at Shorenstein Investment Advisers LLC in San Francisco, CA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Shorenstein Investment Advisers LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lisa Dawn Lind work?

Lisa Dawn Lind is listed as Chief Compliance Officer at Shorenstein Investment Advisers LLC on SEC Form ADV.

How much of Shorenstein Investment Advisers LLC does Lisa Dawn Lind own?

Form ADV reports a beneficial ownership band of Under 5%.

Shorenstein Investment Advisers LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023