Operations Team

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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Renee Bowen

Director of Operations and Compliance
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    Renee brings more than 20 years of experience to her role overseeing the operational support provided to clients. She is dedicated to creating efficient procedures and solutions aimed at providing clients with impeccable service. Renee is also responsible for maintaining accurate reporting data.

    Renee earned a bachelor’s degree from the Fox School of Business at Temple University. Her previous experience includes serving as Vice President of Account Investments & Controls at State Street Bank, a financial firm serving institutional clients, and Vice President of BNY Mellon Operations supporting the investment processing for high-net-worth clients.

    When she isn’t at work, Renee is busy spending time with her husband and twin teenagers. She is also dedicated to volunteering in her community and most recently served as Fund Raising Coordinator for Academy of Notre Dame.

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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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Jeffrey Slemmer

Senior Client Service Associate
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    Jeff’s dedication to providing impeccable customer service is what drives his success as Senior Client Service Associate. His quick thinking and attention to detail allow him to anticipate issues before they occur to provide clients with seamless service.

    Jeff brings more than four years of experience to his role having previously worked as a personal banker at Univest’s Collegeville location. He earned a bachelor’s degree from West Chester University.

    Jeff is passionate about music. In his spare time he enjoys attending concerts and playing the piano.

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Emily Carter

Client Service 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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