Richard "Bump" Lisk, CFP®Family Wealth Analyst
As a member of the Family Office Team, Bump works closely with Relationship Managers to support all aspects of the financial planning process for client families. His responsibilities span Financial, Investment, Tax, and Insurance matters and include preparing cash flow reports, balance sheets, and net worth statements; implementing and monitoring asset allocation; coordinating the calculation and payment of taxes; and examining insurance needs.
Prior to joining Pitcairn, Bump worked as a Senior Financial Planning Analyst at myCIO Wealth Partners in Philadelphia and as an analyst on the investment team at Roundview Capital in Princeton, NJ. In this previous role, he conducted portfolio analysis and rebalancing recommendations based on current market environment and tax efficiency opportunities. He also built out proprietary financial models for use in client presentations and meetings. He also conducted due diligence, performance reporting, and met with outside fund managers regarding client investments in hedge funds and private equity firms.
Bump received his Bachelor's degree from the Gerrish School of Business at Endicott College and he is currently working on a Master's in Behavioral and Decision Sciences at the University of Pennsylvania. Bump holds the designation of CERTIFIED FINANCIAL PLANNER™.
In his free time, Bump enjoys running, coaching hockey, and traveling. On his current bucket list is completing his first marathon. As an avid traveler, his favorite vacation was a backpacking and camping trip across the Gulf of Alaska.