lisa clifford

Managing Director, Business & Transaction Advisory 
Callan Family Office

Lisa Clifford, Managing Director at Callan Family Office, has over 15 years of experience in business and transaction advisory. She specializes in M&A services and tax strategies to maximize value for business owners and their families. She integrates personal goals with business objectives while ensuring smooth transitions to post-sale phases and future legacy planning. Previously, Lisa was a Senior Vice President at Key Private Bank, where she focused on family wealth strategy. She holds a BS in management from St. John Fisher College and is both a Certified Private Wealth Advisor and Certified Merger & Acquisition Advisor.