Lisa Higa leads the client service team. In addition to communicating investment strategies, performance, and outlook to clients, her team is building out the firm’s comprehensive client service and reporting capabilities.
Prior to joining Research Affiliates, Lisa was an institutional relationship manager at TCW responsible for business development and client services for public and private pension funds, foundations, endowments, and corporate clients. Previous to that, Lisa was the senior director of Trust Investments for Fluor Corporation, where she oversaw global defined-benefit, defined-contribution, and foundation assets. She has also held positions in treasury and strategic planning at Toyota Motor Sales U.S.A. and Toyota Motor Credit Corporation.
Lisa received her BA from the University of California, Santa Barbara, in business economics and her MBA from California State University, Long Beach, in finance. She has also held FINRA Series 7 and 63 licenses.