Lisa Koch, CPA

Lisa Koch, CPA

Experience

Prior to joining Holsinger’s team Lisa spent ten years at Federated Investors. She was a fund analyst for various Federated and private label mutual funds. Her duties included calculating yields, dividends and total returns. In addition, she analyzed fund expenses and worked with the legal department on the creation of fund prospectuses. During her time there, she presented training sessions to new staff and supervised four other employees.

In addition, Lisa has six-plus years of public accounting experience. This includes preparing corporate and individual tax returns, preparation of financial statements, payroll and various bookkeeping functions.

Education

Lisa graduated Magna Cum Laude from Indiana University of PA with a BS in Accounting.

Personal

When Lisa isn’t working she enjoys spending time with her three daughters.