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Lisa Rusch

Lisa Rusch

Director of Operations

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About Lisa

Lisa Rusch, partner, is director of operations for William Blair Investment Management. In this role, she oversees all aspects of Investment Management operations, including settlements, project management, mutual fund administration, alternatives operations, portfolio accounting, trade support, data reporting and administration, and risk management. Before assuming this role in November 2017, Lisa was responsible for the trade support, reporting, and data management teams, working closely as a key partner with investment teams. As a testament to her commitment to excellence, Lisa was the inaugural recipient of the Nicholas Award, given to a William Blair employee who exemplifies a number of leadership qualities.

Before joining William Blair in 2000, Lisa was a business systems analyst for the Depository Trust & Clearing Corporation (DTCC) in New York, where she was responsible for onboarding investment managers, banks, and broker-dealers. Before joining the DTCC, Lisa worked at William Blair as assistant manager of the settlement department in firm operations. In addition, Lisa spent two years as a branch operations manager for Morgan Stanley Smith Barney. She received a B.A. from DePaul University.

About William Blair

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

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Year William Blair was founded

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Employees worldwide

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142 billion+

Client assets

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89 Years

Independent and employee-owned

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Offices worldwide

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Companies under coverage

As of March 31, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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