Lisa M. Burke

Lisa M. Burke serves as Chief Compliance Officer for JFG Family Office. In this role, she is responsible for overseeing the firm’s adherence to all applicable securities laws and regulatory requirements including implementation and maintenance of the firm’s Compliance Policies and Procedures.

Lisa holds a Bachelor of Arts in Economics from Gonzaga University. With more than 30 years of experience in the financial industry, Lisa has held leadership roles in compliance, risk, and operations with firms regulated by the SEC and FINRA.

Prior to joining JFG, Lisa was Senior Principal Consultant and Outsourced Chief Compliance Officer with the ACA’s US Regulatory Division, providing compliance consulting services, annual compliance program reviews, and examination support and guidance to registered investment advisory firms. Her prior roles include Chief Compliance Officer, Operations Manager and Registered Associate for a large broker-dealer, previously holding the FINRA series 7, 63, and 65 registrations.

Lisa enjoys traveling, boating, reading and spending time with her husband Brian, their children, and grandchildren.