![Lissa S. Gangjee](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Lissa S.
Gangjee is a President & Chief Executive Officer at Sentinel Trust Co. She is on the Board of Directors at Sentinel Private Equity XVI Fund.
He began her tenure at Sentinel Trust as the Director of Client Service, responsible for overseeing the day-to-day decisions in Client Service and leading the firm’s team of Client Service professionals who provide organizational thought leadership for the firm’s clients.
In 2015, she was promoted to President of Sentinel Trust and was further promoted to President and CEO in 2019.
As President and CEO of Sentinel Trust, Lissa is responsible for the day-to-day management of the firm including active participation as a member of the Sentinel Trust Board of Directors, the Investment Committee, and the Investment Advisory Committee.
She has spent her entire career, more than twenty years, building businesses to effectively serve the unique needs of ultra-wealthy families.
Prior to joining Sentinel Trust in 2012, she headed a regional branch of a $2 billion multi-family office where she was responsible for all aspects of that enterprise—business development, client service, planning, reporting, facilities, etc.
She began her career at U.S.
Trust Company of New York.
During her decade-long tenure at U.S.
Trust, she led efforts to nationalize the planning, fiduciary, tax, estate settlement, and banking lines of business, served as Fiduciary Risk Manager, and was responsible for managing selected client relationships.
She received her undergraduate degree from Smith College and a graduate degree from Fordham University.
Postes actifs de Lissa S. Gangjee
| Sociétés | Poste | Début |
|---|---|---|
Sentinel Trust Co.
 Sentinel Trust Co. Investment ManagersFinance Sentinel Trust believes strongly in diversification. Accordingly, they offer a full suite of traditional and alternative investments, including fixed income, domestic and international equities, private equity, and hedge funds. Their capabilities extend to management of family-specific assets like real estate, oil and gas, and closely-held businesses. The firm can accommodate preferences for socially responsible and impact investments. Sentinel Trust serves each family with a Senior Investment Advisor who designs an asset allocation and oversees implementation and monitoring in conjunction with the overall wealth plan. They structures investment activities with a multigenerational perspective, recognizing the different risk tolerances, return objectives, and tax postures of each family member or trust beneficiary. | Directeur Général | 01/01/2019 |
Sentinel Private Equity XVI Fund
 Sentinel Private Equity XVI Fund Investment ManagersFinance Functions as a private equity fund | Directeur/Membre du Conseil | - |
Anciens postes connus de Lissa S. Gangjee
| Sociétés | Poste | Fin |
|---|---|---|
Threshold Group LLC
 Threshold Group LLC Investment ManagersFinance Threshold Group works with each client to develop an appropriate allocation of assets among asset classes including, but not necessarily limited to equities, fixed income securities, commodities, currencies and real estate. The firm provides advice concerning the structure of a client’s portfolio but not with respect to underlying securities. Threshold Group recommends strategies that come in different investment structures including separately managed accounts, private investment funds, mutual funds and ETFs to make portfolio investments in based on each client's specified investment objectives. The firm maintains a strategic relationship with Portfolio Advisors LLC through which they offer clients access to private equity funds sponsored by Portfolio Advisors LLC. In addition, Threshold Group may recommend one or more separate account overlay programs to access investment managers they recommend to clients. In these overlay programs, the client enters into a discretionary investment advisory agreement with Threshold Group. Threshold Group has entered into investment management agreements with overlay managers to implement the underlying strategies. | Corporate Officer/Principal | - |
US Trust
 US Trust Investment ManagersFinance Provides investment management services | Corporate Officer/Principal | - |
Formation de Lissa S. Gangjee
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
14
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Sentinel Trust Co.
Sentinel Trust Co. Investment ManagersFinance Sentinel Trust believes strongly in diversification. Accordingly, they offer a full suite of traditional and alternative investments, including fixed income, domestic and international equities, private equity, and hedge funds. Their capabilities extend to management of family-specific assets like real estate, oil and gas, and closely-held businesses. The firm can accommodate preferences for socially responsible and impact investments. Sentinel Trust serves each family with a Senior Investment Advisor who designs an asset allocation and oversees implementation and monitoring in conjunction with the overall wealth plan. They structures investment activities with a multigenerational perspective, recognizing the different risk tolerances, return objectives, and tax postures of each family member or trust beneficiary. | Finance |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Smith College
 Smith College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
US Trust
US Trust Investment ManagersFinance Provides investment management services | Finance |
Threshold Group LLC
Threshold Group LLC Investment ManagersFinance Threshold Group works with each client to develop an appropriate allocation of assets among asset classes including, but not necessarily limited to equities, fixed income securities, commodities, currencies and real estate. The firm provides advice concerning the structure of a client’s portfolio but not with respect to underlying securities. Threshold Group recommends strategies that come in different investment structures including separately managed accounts, private investment funds, mutual funds and ETFs to make portfolio investments in based on each client's specified investment objectives. The firm maintains a strategic relationship with Portfolio Advisors LLC through which they offer clients access to private equity funds sponsored by Portfolio Advisors LLC. In addition, Threshold Group may recommend one or more separate account overlay programs to access investment managers they recommend to clients. In these overlay programs, the client enters into a discretionary investment advisory agreement with Threshold Group. Threshold Group has entered into investment management agreements with overlay managers to implement the underlying strategies. | Finance |
Sentinel Private Equity XVI Fund
Sentinel Private Equity XVI Fund Investment ManagersFinance Functions as a private equity fund | Finance |
