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Lisa Bertagna
Director, Private Banking

Lisa Bertagna

Finra’s BrokerCheck
6111 N. River Rd. Rosemont, IL 60018 US

Contact Hours

By appointment

About Lisa

Serving the Rosemont area, Lisa provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Lisa works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
More than 30 years of experience in financial services working with clients to help them meet their financial goals and dreams.
Northwestern University

About Fifth Third Private Bank

With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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