Lisa Welch

Internal Sales, Research

Lisa is responsible for market research and channel analysis related to the institutional investment management business on behalf of ARK Global LLC.

Lisa is an accomplished marketing professional with more than 15 years experience in the financial service industry working with institutional clients in both the US and overseas markets. Throughout her career, Lisa has successfully engaged new and existing client relationships with US and non-US based institutional trading desks for the explicit purpose of fostering those relationships to significantly increase revenue within the firms she’s worked.

Her career began at PaineWebber where she was responsible for coverage of top tier equity derivative trading desks throughout the United States. While at Investment Technology Group (ITG), Lisa was instrumental in the development and launch of the UK/European trading platform as well as the opening of their Hong Kong trading desk. Her latest endeavor was as an Account Manager for Mac + Lee. Lisa developed and implemented lead generation and sales strategies for financial & service companies. In these roles she developed expertise in strategic planning, implementation of many campaigns which drove net new revenue opportunities and problem resolution.

Meticulous in her day to day work, Lisa comes at every new task before her with enthusiasm and thoughtfulness. She is keen to identify client needs and seek solutions to best fit their situation. A graduate of the University of Vermont, Lisa holds a BA in International Relations and Languages.


Throughout my 20+ years in the financial services industry, I have come to realize that institutional sales is strikingly similar to my biggest passion–running marathons. They’re both long processes that require determination, perseverance, relentless training, and the ability to push on despite any and every obstacle you are faced with.

Get in Touch! 800.676.2921