As a Raymond James managing director, Lisa Detanna works closely with Beverly Hills families and business owners in delivering sustainable financial solutions. In her current position, Lisa Detanna draws on more than two decades of local wealth management experience.
Throughout the 1990s, Ms. Detanna served as a partner with Dabney/Resnick/Imperial, where she concentrated on portfolio development strategies for high-grade and high-yield bonds, as well as emerging markets and small-cap stocks. Knowledgeable about private placements and alternative investments, she coordinated efforts with a results-focused California developer. While holding a full-time position with the firm, she also completed an MBA in finance at Pepperdine University.
Lisa Detanna has a longstanding commitment to her community, having volunteered with both the Beverly Hills Conference and Visitors Bureau and the Chamber of Commerce in tourism-promotion capacities. She has also teamed up with the Rodeo Drive Committee to facilitate special events, such as the Walk of Style and Beverly Hills on Ice. Reflecting sustained contributions to the Rotary Foundation, Ms. Detanna has been honored as a Paul Harris Fellow.