Lisa Petro manages a client service team responsible for the daily accounting and administration of several private equity funds and serves as the primary client contact. Lisa also assists with the firm’s annual SSAE 18 reviews.
Prior to joining Broadscope in 2019, Lisa was an accounting manager with SS&C Technologies where she was responsible for managing client relationships and the daily operations of private equity funds. Prior to that, Lisa was an assistant controller with Orange Capital, LLC, a former New York based hedge fund. Lisa began her career in public accounting with Ernst & Young servicing hedge fund, private equity fund and mutual fund clients.
Lisa holds a bachelor’s degree in accounting from Lehigh University and is a certified public accountant.