Lisa Petrelli

Lisa Petrelli is a Managing Director, Acting Country Head and Head of Global Markets for Canada at UBS .

Lisa bears all regulatory, operational and risk supervision and management for the IB in Canada and has oversight to UBS Canada Wealth Management and Asset Management divisions.    Lisa is the Canada Country representative at the UBS Americas Country Risk and Operational Management Committee and UBS’ Extended Americas Management Committee. In addition to these roles, Lisa is  Board Member and UDP of UBS Securities Canada Inc.

Lisa has over 25 years of experience on Wall Street.  Prior to UBS, Lisa has worked at Goldman Sachs, Credit Suisse and Morgan Stanley, and has held roles across all public market platforms dedicated to global sales, trading and capital markets. 

Lisa has been an active participant through her career in diversity and gender initiatives.  She is current Board Member for 100 Women in Finance, and is on the Advisory Board for  the Raymond Mason School of Business at The College of William and Mary.  Lisa is a founding member of UBS’ Women Of Investment Bank and is part of the IB’s Diversity and Inclusion Council.  Lisa is a past participant on the Governing Council at the University of Toronto (UTM) and a past Women in Capital Markets Board Member. 

Lisa is an undergraduate from the University of Toronto, and has a Master of Arts degree from Wilfrid Laurier University.  Lisa is a CFA charterholder and Institute of Corporate Directors designate.