Lisa A. Holzwarth – Senior Managing Director, Perkins Fund Marketing
Ms. Holzwarth is the Senior Managing Director of Perkins Fund Marketing, LLC, a full service placement agent that has provided alternative marketing and sales services to managers since 1997. Ms. Holzwarth works with Mr. Perkins on new business development as well as facilitating current manager assignments. She also leads the marketing/sales plan implementation for new managers and is responsible for sales in the Pacific Northwest and Tennessee as well as California, Texas and Tri-State named accounts.
Ms. Holzwarth joined Perkins Fund Marketing in February 2000 with over 15 years of corporate banking, corporate finance and debt and equity private placement experience. Previous positions include Vice President, Corporate Finance Group at Credit, Research & Trading LLC, an investment banking boutique specializing in middle market transactions, and Director, Private Placement Group at Nesbitt Burns Securities/Bank of Montreal with both origination and distribution responsibilities. Ms. Holzwarth was credit-trained at Manufacturers Hanover Trust Company where she was a member of a Large Corporate lending team in the North American Division for five years. Ms. Holzwarth earned an A.B. in English, cum laude, from Bowdoin College. Ms. Holzwarth holds Series 7 and 63 securities licenses.