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Lisa Mesquit

Investor

Partner and Portfolio Manager at ParaFi Capital · CFP, CFA at Soaring Investment Management · Advisor at Bitwise Asset Management · Advisor at Solana

Portland, Oregon, United States

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You →Yinne · together at Solana (2026) →Lisa

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You →Jamie · 9 people · together at Bitwise Asset Management →Lisa

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About

Financial planner at Soaring Investment Management. As the spouse of an active-duty military pilot, she brings personal experience to advising military clients. Also referred to as Elisabeth Mesquit on the page.

Contact· self-published, not guessed

Experience

  1. Soaring Investment ManagementPresidentcurrent2019 — presentPortland, Oregon Area
  2. The Summit Financial StrategiesFinancial Advisor at The Summit Financial Strategies, Inc.2015 — 2019Beaverton, OR
  3. Sabbatical & TravelTraveling and studying with family2014 — 2015N. America, Europe, Israel
  4. 2nd ARS Spouse ClubHonorary President2010 — 2012McGuire AFB, NJ
  5. Gap Inc.Senior Financial Analyst, International Treasury2000 — 2001San Bruno, CA
  6. MidFirst BankAssistant Vice President1993 — 2000Oklahoma City Metropolitan Area

Skills & more

FinancePortfolio ManagementFinancial RiskSecuritiesInvestmentsHedgingFinancial PlanningTreasuryBankingAsset Management

Languages English

  • CFA Institute Charterholder — CFA Institute
  • Certified Financial Planner (CFP) — CFP Board
  • Chartered Financial Analyst — CFA Institute

From Lisa's professional profile.

Colleagues at ParaFi Capital

Adrian Uberto
President, COO, and Partner at ParaFi Capital
Ajay Sundar
Associate General Counsel at ParaFi Capital
Alan Au
Senior Fund Accountant at ParaFi Capital
Andy Sustic
Software Engineer at ParaFi Capital
Anjan Vinod
Partner at ParaFi Capital
Ariele Lerner
Associate, Client Solutions at ParaFi Capital
Ben Forman
Founder, Managing Partner, and CIO at ParaFi Capital
Ben Stirling
Software Engineer at ParaFi Capital

Frequently asked questions

Who is Lisa Mesquit?
Financial planner at Soaring Investment Management. As the spouse of an active-duty military pilot, she brings personal experience to advising military clients. Also referred to as Elisabeth Mesquit on the page.
Where does Lisa Mesquit work?
Lisa Mesquit is Partner and Portfolio Manager at ParaFi Capital.
Where did Lisa Mesquit go to school?
Lisa Mesquit studied at Oklahoma Christian University (Bachelor of Science (BS), Finance).

Same school

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