LISA BERTAGNA: DIRECTOR, FIFTH THIRD PRIVATE BANK

Lisa Bertagna leads a wealth management team who serve high-net-worth and ultra-high-net-worth individuals, families, and businesses to help them meet their financial goals. She has built a full Fifth Third Private Bank team on the North Shore in Northbrook and leads a team located in downtown Chicago. Fifth Third Private Bank has over 160 years of experience in wealth management helping clients achieve their financial and family planning objectives. As a private bank within a bank, Bertagna and her team can leverage the resources of a top financial institution to deliver a premium level of service to clients. Bertagna has more than 30 years of experience in the financial services industry, most of that spent at large global banks. “Fifth Third offers all of the expertise, services, and products that you expect at a large bank but is also committed to providing a personalized in-person client experience,” she says. “We deliver a full team of local advisors who work together to advise each of our private bank clients.” Fifth Third Private Bank surrounds its clients with a full team of advisors starting with a $2 million minimum investment. Many of the bank’s peers don’t offer a team unless the client meets a much higher relationship minimum and sometimes those advisors are located elsewhere. “I truly believe in the teambased model which provides clients with the benefit of our team’s collective expertise and perspectives,” Bertagna says. In 2023, and for the fifth year in a row, Fifth Third Private Bank was recognized as the Best Private Bank for High- Net-Worth Clients at the Global Private Banker Innovation Awards. Bertagna spent a decade early in her career in commercial lending, but she realized helping individual clients was her true passion. “In Wealth Management, we have the privilege and honor to get to know our clients deeply and to be in a position to help them uncover and achieve their personal and family goals,” she says. A science lover, Bertagna is a proud member of the Women’s Board of Chicago’s Field Museum and a prior member of the Adler Planetarium Women’s Board.

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