Lisa Bracken - Waverly Advisors

Senior Advisor Support Specialist

Lisa Bracken joined Waverly Advisors as a Senior Advisor Support Specialist in November of 2025 after the acquisition of Bridge Creek Capital Management, LLC. 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.

Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a client’s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverly’s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

Education

Northeastern University, Bachelor of Science in Business Administration, Concentration Finance
Suffolk University, MBA
Lesley University, Master in Elementary Education

Professional Affiliations

Notary

Community Involvement

Sandwich 100 Club, Treasurer
Organize fundraising events and community volunteer opportunities for the Sandwich High School hockey team

Ask Me About

Stanley and Oakley
The joy you get from teaching elementary students to read
Hockey parents
The Tale of the Blarney Stone