CAS Supervisor

Lisa Sherman

Lisa joined Price Paige & Company as a member of the Client Advisory Services team. Born and raised in the Bay Area, Lisa grew up playing sports, riding horses, and skiing in Tahoe.  A graduate of UC Davis with an Economics Degree and a minor in English, Lisa brings her experience as a financial analyst, corporate accountant, and asset manager.

Lisa began her career as a financial analyst working on the acquisitions team for a pension fund advisory firm, focusing on commercial real estate investments, such as shopping malls, luxury apartment complexes, and class A office buildings. She transitioned to the accounting side of the business, working with the CFO of the firm to complete monthly financial reports and managed all aspects of payroll, accounts payable, and accounts receivable, completing the billing to the firm’s clients for acquisition fees, management fees, and disposition fees.

Lisa continued her career as an Asset Manager for Hewlett Packard, managing a portfolio of HP businesses that occupied over 4,000,000 square feet of leased space. Following her move to Fresno, Lisa partnered in a sleep medicine business start-up by creating the five-year budget and business plan. She managed all financial aspects as well as insurance contracting, medical billing, and securing national accreditation for the business. She now utilizes all of these skills on the PPC team.

PPC Trivia: If Lisa weren’t in accounting, she would run a nonprofit that pairs neglected animals with foster children and at-risk youth! She would buy acres of land in the country, invite children to visit, and teach them how to care for and train the animals.

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