Lisa Mayer

Lisa Mayer

    • Client Relationship Manager

    In her role as Client Relationship Manager at Pelorus Capital Management, Lisa Mayer makes it her mission to ensure exceptional service for every client who walks through the door. She’s known to put real heart into her responsibilities in both operations management and client administration.

    Lisa draws on her 30-year history in the financial services industry to anticipate needs and see tasks to quick completion for the clients at Pelorus. Before joining the team to reinforce our high standards in customer care, she worked at places like Crowell, Weedon & Co., JP Morgan Securities, Hambrecht & Quist, and Smith Barney.

    Outside of the office, Lisa also puts real heart into animal rescue organizations like the Animal Assistance League of Orange County, the Best Friends Animal Society, and the K9 Spirit organization. She also enjoys baking, cooking, Pilates, and entertaining friends & family. When you see Lisa, ask her about her dogs - Jackson & Izzy!

    CA Insurance License Number 0M68611. Resident State CA.

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    Pelorus Capital Management - Headquarters

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    Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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