Operations Team

Lisa M. Colon

Senior Vice President, Chief Compliance & Operations Officer
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    Lisa is Senior Vice President, Chief Compliance & Operations Officer, where she is responsible for overseeing operations and technology across the firm to enhance the quality of our client relationships. She also serves as the focal point for the firm’s compliance activities, ensuring regulatory adherence with organizations such as the Securities & Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).

    Before joining Girard Partners, Lisa cultivated 20 years of broad-based experience in the financial service industry, providing leadership for investment advisors, fund managers, and brokerage firms. She previously served as Chief Operating Officer at Abacus Wealth Partners for four years, and as Senior Vice President for Camelot Investment Advisers, Ltd. for five years. Prior to that, Lisa was Director of Brokerage Operations at PNC Financial Services Group, and Vice President at BlackRock, where she provided compliance, finance, and administration for a $30 billion liquidity group.

    Lisa received a Master of Science in Finance degree from Drexel University, and a Bachelor of Science in Finance degree from Pennsylvania State University.
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Pamela Donovan

Operations Manager
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    “Pam” joined Girard Partners after 20+ years of experience in the financial services industry, bringing a strong client focus and diverse technological ability. As Operations Manager, she builds solid working relationships with our clients by responding to daily inquiries, performing research on investment and tax issues, and coordinating account openings and settlements.

    Pam previously spent 12 years at SEI Investments as a Service Representative and Mutual Fund Specialist. Prior to that, she was Operations Manager at The Fairfield Group (presently Smith Barney) for 8 years, where she was responsible for arranging all daily institutional and retail trading activities for the subsidiary of Legg Mason, Inc., with $2 billion assets under management.

    Pam holds a B.S. in Business Administration from Kutztown University.
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Alyson Zayon-Wright

Client Associate
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    Alyson is a Client Associate at Girard Partners, where she assists with sales and marketing duties and provides critical support for our insurance service offering, including quote preparation, collecting and analyzing insurance data for use in presentations, and completing the appropriate applications.

    Prior to joining Girard Partners, Alyson spent five years as Case Manager for a human services firm, where she assisted clients in job coaching, identifying available benefits, and advocating on their behalf to achieve fair compensation.

    Alyson volunteers as Director of Recruitment for the Hugh O’Brian Youth Leadership Seminar. She has a B.A. degree in Psychology from Temple University.
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Maria Saldutti

Client Associate
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    Maria assists our Wealth Advisors at our Bucks Regional office. She creates a better client experience by supporting daily client communications, initial onboarding, and account services. Maria has a degree in Psychology and a Management Certificate from Widener University.

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Karen Wade

Client Associate
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    Karen has worked in the financial services industry for more than seven years. She assists our Wealth Advisors at our Souderton office. As a resource for clients, she supports initial onboarding, daily client communications and account servicing. Karen has an Associate of Science degree in business management.
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Emily Carter

Client Associate
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    Emily puts her strong communication and organizational skills to work supporting Wealth Advisors in our King of Prussia office. She assists with client onboarding and communications as well as account servicing.

    Emily is a graduate of James Madison University where she earned a bachelor’s degree in Spanish which she put to use teaching English in Honduras for a year and teaching Spanish for five years in Philadelphia. Outside of work, Emily enjoys yoga, cooking and playing the violin.

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