Lisa Bracken joined Waverly Advisors in November of 2025 following the acquisition of Bridge Creek Capital Management, LLC by Waverly Advisors, LLC. She serves as a Senior Advisor Support Specialist at Waverly, where she brings a diverse background in financial services. Lisa is a registered investment advisor who loves learning new things and enjoys taking on challenges to help grow both personally and professionally.
Lisa began her career in the financial services industry during a co-op program at Northeastern University. Since then, she has held management roles at a Boston based custodian and mutual fund company, focusing on fund accounting, trust administration, and training and development. Lisa had the rewarding experience of mentoring teams and training new employees internationally in Toronto and Dublin.
Outside of work, Lisa is part of a sports-loving family – whether it’s driving her son Jackson to hockey games or cheering on the Red Sox from the Green Monster seats at Fenway. She loves everything about fall, especially anything pumpkin, and enjoys relaxing with an Elin Hilderbrand novel or binging the latest Netflix series. Traveling with her family and friends to bucket-list destinations keeps her life adventurous and full of shared memories.