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Lissette Montalvo

Practice Business Manager

As the operational leader of the Starner Group. Lissette ensures that day-to-day operations run efficiently. Specifically, she manages daily workflow, identifies operational opportunities, and implements on-going efficiency improvements to ensure client needs are met in a proactive and timely manner. In addition, she manages and develops Starner Group staff. Lissette holds her Series 7 and 63 licenses.

Lissette grew up in Miami. She obtained a double major in International Business & Finance from Florida International University and her MBA with a concentration in International Finance from the University of Miami. Lissette enjoys reading, weightlifting and spending time with her husband John and her two kids, John and Sasha.

Lissette Montalvo