Leadership

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Lisa Schwartz

Accounting Manager

Lisa Schwartz is the accounting manager for Balmoral Advisors. She is an experienced accounting professional. She serves as the accounting manager for Balmoral Advisors and also for Midwest Young Artists Conservatory, a youth orchestral program in Highwood, Illinois.

Prior to joining Balmoral Advisors in 2019, Lisa was a stay-at-home mom to her two daughters. Following college, she worked as a Senior Financial Analyst at CNA Insurance. Lisa holds a BS in accounting from the University of Illinois at Champaign-Urbana.