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Who, What, When
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Noreen P. Reilly
Lisa Roberts is assistant VP of wealth management in Janney Fernald Montgomery Scott’s securities brokerage firm in Saratoga Springs. After earning an MBA at Dartmouth’s Tuck School, Lisa successfully completed a six-month wealth-management certification program offered at Janney’s firm. Lisa (www.jmsonlinefc.com/lisa.roberts) and her family live in Saratoga Springs, where she is an active member of Soroptimist, an international women’s service organization, and a board member of the Historic Preservation Society.
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