Risa FitzgeraldDirector, Operations
Risa Fitzgerald is a Director of Operations for Fortigent. With over 13 years of wealth management operations experience, she manages the Electronic Portfolio Accounting, Audit and Infrastructure groups. She is the primary point of contact for all inquiries related to Securities and Corporate Actions processing.
Prior to joining Fortigent in 2004, Risa was a Portfolio Administrator first with Marshfield Associates in Washington D.C., and then with Montgomery Investment Management in Bethesda, MD. As a Portfolio Administrator, her focus included portfolio accounting, performance reporting, and trading. She has also worked as a Corporate Actions Manager with FOLIOfn Investments, Inc.
Risa is a member of the Wolters Kluwer CCH Capital Changes Customer Advisory Board.