Lisa is the founder and president of Momentum Partners, LLC. A creative thinker adept at developing innovative marketing and management strategies and solutions, Lisa is goal and action-oriented with a proven track record of achievement. Lisa is focused on developing opportunities for sustainable growth, and her creative talents are supported by a strong analytical skill set. CLICK TO CONTINUE
Jill's background includes a decade and a half of experience in the investment services industry where her responsibilities included product development and management, business analysis and distribution strategy, relationship management and project management. CLICK TO CONTINUE
Lisa is the founder and president of Momentum Partners, LLC. A creative thinker adept at developing innovative marketing and management strategies and solutions, Lisa is goal and action-oriented with a proven track record of achievement. Lisa is focused on developing opportunities for sustainable growth, and her creative talents are supported by a strong analytical skill set.
Lisa's diverse background includes nearly twenty years of business experience in start-up, corporate, and professional services firms. Lisa's expertise includes marketing strategy and implementation, business analysis and strategy, relationship management, writing and communication, distribution and business development, and product development and management. She is experienced in understanding markets, products, risk factors, competitive environments, and opportunities for growth. Lisa's style is collaborative, interactive, and engaging in managing and working with individuals and teams. She is a motivational leader with perspective informed by sense of humor.
Lisa's corporate roles include Senior Vice President and Managing Director, Product Management, for Evergreen Investments. At Evergreen, Lisa was responsible for product management of the firm's advisor-sold offerings, including Evergreen's mutual funds and the top-selling Evergreen Asset Allocation Fund subadvised by GMO, managed accounts, 529, and variable annuity offerings. In 2005, Lisa relaunched the firm's $2 billion large cap core equity fund using an innovative performance fee structure. Lisa also held several senior level positions with John Hancock Financial Services including Director of Institutional Product Management, John Hancock Funds, and Director of Marketing & Communication, Defined Contribution Products and Services. At John Hancock, Lisa created the John Hancock / Gallup survey, which became a nationally recognized investor behavior research program. Lisa also spent time in New Orleans with Howard, Weill, Labouisse & Friedrichs, an energy investment bank and a division of Legg Mason.
Lisa's consulting experience includes nearly eight years with The Collaborative. During this time Lisa developed a marketing and business development consulting and advisory practice, working with a national client base of more than 40 leading firms including Fidelity, Scudder, MFS, Thomson Financial, Lewtan Technologies, PNC Bank, Deutsche Bank, John Hancock, SunAmerica, and Pan American Life.
Lisa is a member of the editorial board of Money Management Executive. Lisa is a graduate of Smith College and is the Co-author of Wealthbuilding, A Consumer's Guide to Making Profitable – and Comfortable – Investment Decisions. Wealthbuilding was published by Dearborn Financial Publishing and was a Book of the Month Club Money Club selection. Lisa has been an Adjunct Professor, Lesley University – Lesley Seminars since 2005.
Jill Silver joined Momentum Partners, LLC in March of 2007.
Jill's background includes a decade and a half of experience in the investment services industry where her responsibilities included product development and management, business analysis and distribution strategy, relationship management and project management. Jill understands the retail and institutional marketplaces and has expertly designed and implemented strategic marketing and sales campaigns, client and financial advisor seminars, whitepapers and sales ideas.
Prior to joining Momentum Partners, LLC, Jill served as Vice President of Product Management at Evergreen Investments where she was responsible for the firm's packaged products including 529 college savings plans, retirement products and variable annuities. As an industry expert in the 529 marketplace she was responsible for the overall product management of the CollegeSense Higher Education 529 Plan sponsored by the State of New Mexico. In addition to being responsible for the strategic planning, distribution, and product development for the college savings initiative, she managed all external and internal relationships associated with the program. She also served as retirement and variable annuity product manager, working extensively with Wachovia on corporate and strategic initiatives.
Prior to joining Evergreen, Jill was an Assistant Vice President for Putnam Investments, responsible for the launch, implementation and management of the Putnam 529 plan. As product manager Jill oversaw all product initiatives, investment communications, and plan enhancements. In addition, to managing internal and external relationships, she presented extensively around the country at financial firms' national meetings, industry conferences as well as on television, radio and video broadcasts.
Jill's background also includes retirement plan product marketing, relationship management and administration in a variety of roles for both Putnam Investments and Massachusetts Financial Services. She has an in-depth understanding of the institutional and retail retirement marketplace, investment products and processes, as well as product and plan marketing. In addition, Jill also worked in the Boston office of Lincoln Property Company, a nationally recognized commercial and residential real estate firm. At Lincoln Property, she was responsible for financial and market trend analysis and marketing and public relations projects.
Jill served on the board of directors for the College Savings Foundation, a Washington, D.C.-based not-for-profit organization, and was an active member of the College Savings Plan Network. She is a graduate of Lehigh University and holds her NASD Series 7, 6 and 63 licenses.
