Family Education Initiative

Lisa M. Gabriel’s experience includes 20+ years as an institutional investor for such notable names as Duke Management Company and Oak Value Capital Management.  Serving as an advisor to a Duke University Trustee led Lisa to choose working with individuals over institutional investing.  Lisa is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Chartered Financial Consultant designation, ChFC®.  She is a frequent speaker on financial topics such as Tax Smart Investment Strategies, Legacy Planning, and Wealth Building for Women.  Lisa received her Bachelor of Science Degree in Business Administration with an emphasis in finance from West Virginia State University.

Lisa served on the NC Council for Women, Durham County Women’s Commission, NC State University Women’s Center Community Advisory Board, the Board of Women Starting Over After 50, and teaches at the Duke University Osher Lifelong Learning Institute (OLLI). Lisa is a member of Duke Campus Club where she facilitates the “Money Matter$” financial education interest group, Durham-Orange Estate Planning Council, First Presbyterian Church and loves being Paul’s wife and Caroline’s mom.