Broker Check

Get To Know Us Wednesday: Julie Lisischeff

| March 10, 2021
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At Private Capital Group, we take tremendous pride in our employees and their successes. We believe it is important to showcase our group of hardworking individuals who are dedicated, committed and driven to providing our clients with the best possible service and care. In this month’s edition of PCG’s Get to Know Us Wednesday, we will highlight Julie Lisischeff, our enthusiastic and multi-tasking Director of Operations.

Originally from the Philadelphia area, Julie spent her formative years in the city’s suburb of King of Prussia, along with her parents and five siblings.  A close-knit bunch, she chose to stay local and attend Villanova University, allowing her the opportunity to be near to her family. When love struck, Julie welcomed big changes and moved to West Simsbury when she married her husband, Zig, and their home now is bursting with affection and activity thanks to their two children, Lorelei and Christopher, and five cats and dogs.

        

Pictured (clockwise from bottom left): Christopher, Zig, Lorelei, Julie.

 

Since joining Private Capital Group in 2014, Julie’s determined, can-do attitude and persistence has helped PCG deliver a high level of client experience. Initially hired as a client service associate, Julie continually works to streamline processes and introduce technological tools and advances to make our procedures more efficient and responsive to you, our clients. Her mastery of efficiency and productivity has drawn attention to her work ethic and commitment to her colleagues and PCG clients, earning her our newly minted Director of Operations role in our revamped organization. Julie serves on our firm’s leadership team and manages the operations, client services and marketing departments. The driver behind open communication and fluid practices among teams, Julie demonstrates and stresses that the more in line we work together, the better the service we deliver to you. She is calm, cool, collected and self-motivated. No issue is too big or too small and, in her words, “where there’s a will, there’s a way.” In short, be positive, stay focused, make good happen. Julie leads by example, making her our go-to leading light here at PCG. She’d tell you, “you’re never fully dressed without a smile!”

Given her dedication to PCG, it’s easy to guess that Julie relishes her time spent with her family. A mother beaming with delight, she is proud to witness her children grow into young adults. Together with Zig and her kids, they love to actively enjoy the outdoors, including biking, swimming, hiking, boating, hitting the beach and lake and trying their luck at any wild adventure, including parasailing, waterskiing, you name it. With a knack for decorating, during the pandemic, Julie believes she may have gotten a bit a carried away drawing up flashy plans for her dream kitchen and a fabulous patio complete with an outdoor kitchen. Add watching HGTV to her list of favorite activities.

Aside from her go-go-go lifestyle, Julie supports the Asthma and Allergy Association of America, in memory of her youngest brother, and the Augustinian Defenders of the Rights of the Poor (A.D.R.O.P.), namely, Caritas Populorum, a ministry co-founded by her father, who with her mother, taught Julie, and her brothers and sisters, selflessness and the importance of giving to others, especially to those in need.

Private Capital Group is beyond grateful to have Julie as a part of our team and in a leadership position. Her exemplary ability to problem-solve and her passion to provide the best possible service to our clients has helped PCG become one of the most successful wealth management firms in Connecticut. We cannot wait to see what the future has in store for Julie both at PCG and beyond! We hope you can meet Julie in person someday, if you have not already, and learn a little more about her story.

 

To learn more about Julie now, check out the Quickfire Q&A below.  

 

Introduction

  1. First and last name: Julie A. Lisischeff
  2. Nickname: I’ve had a couple, but most people stick to Julie – the others are a little too embarrassing to mention. I’ll save for another time!
  3. Job title: Director of Operations
  4. Hometown: King of Prussia, Pa.
  5. Current residence: West Simsbury, Conn.
  6. Education: Villanova University
  7. Family: Husband, Zig; Daughter, Lorelei (13), and Son, Christopher (11 in April)

 

Expertise and Work Experience

  1. Professional expertise/specialization: I like to think of myself as a Director of Problem Solving – whatever the problem is. My passion has always been learning new things and interacting with people. I really, really enjoy learning about people, listening to their stories and understanding their needs. I also do not accept that something can’t be done. “No” is not in my vocab- just don’t share that with my kids!
  2. What did you do before working at PCG? Full-time mommy and managing member of my husband’s landscaping company.
  3. Favorite part about working with PCG clients: Putting a smile on someone’s face and hearing that smile through the phone!
  4. Why do you enjoy working at PCG: Client service is my absolute passion. I have been given the incredibly rewarding opportunity to create processes and collaborate with a phenomenally talented team resulting in delivering the ultimate client experience. 

 

Featuring Achievements

  1. Awards: No industry awards to date; however, I am very proud to share that I was my fourth grade Spelling Bee Champion. That’s a big deal for a super shy kid. 😊
  2. Proudest accomplishment: My wonderful children! They are kind, thoughtful, generous and just really nice people. They make me smile each and every day.

 

Charity Organizations and Involvement

  1. Asthma and Allergy Association of America - My father, youngest brother, Joey, and nephew, Cillian, have/had asthma. Joey passed away at 27 years old, an asthma-related death. This devastating loss changed my family forever and we are all passionate about this cause.
  2. Augustinian Defenders of the Rights of the Poor (A.D.R.O.P.) - My parents instilled in me the importance of being thankful for what I have and to always, always be generous to others – not just with money, but with kindness and time.  As the charity explains, it is important to understand the causes of poverty and what can be done to effect real, sustainable change.

 

Personality and Bonus Notes

  1. Biggest fear: Aside from having the fear that something could happen to my children while I am not around, I’m going to say tidal waves because they have haunted me since childhood. I would face that tidal wave if I needed to save my kids though!  I’m also scared to death that logs are going to fall off the back of a log truck while I’m driving on a highway- yikes!
  2. New hobby or activity during stay-at-home: Re-arranging furniture and creating designs for my dream kitchen, outdoor kitchen and fabulous patio. Guess someone has watched a little too much HGTV!
  3. Favorite type of music: HUGE fan of Frank Sinatra, Dean Martin, Elvis Presley, Etta James, Jimmy Durante, Ben E. King, Luciano Pavarotti, Andrea Bocelli, Michael Bublé, John Denver, The Bee Gees, Simon and Garfunkel, modern day POP, Hip Hop – pretty much anything that sounds good, puts a smile on my face and makes me want to sing or dance!
  4. What has COVID-19 made you appreciate most: The health of my family, for sure.
  5. Favorite book: Must admit, the Harry Potter books are spectacular, although I am usually into historical biographies – obsessed with them!
  6. Favorite sports team: EAGLES – to be honest, it’s pretty much all Philly teams – it’s only natural!
  7. Favorite activity/hobby outside the office: Hitting the beach or the lake – I love the sunshine and the warm weather. I love bike riding, swimming, walking, boating or going on any sort of adventure with Zig and my kids.
  8. Dogs or cats: I have both, so it would be wrong to say which one is my fave. 12 I have a soft spot for German Shepherds and Siamese Cats – just ask Cleo, Diesel, Petunia, Astro and Enzo!
  9. First job: Babysitter!
  10. Dream travel destination: Egypt, no question.

 

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Private Capital Group, LLC (“PCG”), or any non-investment related content, made reference to directly or indirectly in this communication will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Information contained in this communication is based on data gathered from what we believe are reliable sources. It is not guaranteed by PCG as to accuracy, does not purport to be complete, and is not intended to be used as a primary basis for investment decisions. Further, you should not assume that any discussion or information contained in this communication serves as the receipt of, or as a substitute for, personalized investment advice from PCG. To the extent discussed herein, investment indices are unmanaged and cannot be purchased directly. Historical performance results for investment indexes and/or categories are included for informational purposes only and generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the US stock market. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing.  PCG is neither a law firm nor a certified public accounting firm and no portion of the communication should be construed as legal or accounting advice.  A copy of the PCG’s current written disclosure Brochure discussing our advisory services and fees is available upon request.
Please Note:  If you are a PCG client, please remember to contact PCG, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.  PCG shall continue to rely on the accuracy of information that you have provided.
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