Resources & Intelligence for the Greater Good

Capital Motion LLC has been providing strategic advisory services to C-level leaders and Boards since 2017. Our business focus includes charitable nonprofits and enterprises considering social impact as part of their business model.

Our executive, leadership and entrepreneurial experience across multiple industries brings particular strength to our strategic planning, market research and bespoke board/leadership services. Expect far-sighted thinking based on facts and data and thoughtful candor and judgement.

We are also available for speaking and training programs. Favorites include case studies “ripped from the headlines” that focus on optimizing boards and board/leadership relationships.

The Special Needs Financial Services Institute (SNFSi) is an independent research program launched in 2020 by Capital Motion LLC. SNFSi’s mission is to expand the use of high-quality financial products and services by the nationally underserved market of 44+ million people who have a disability and those who care for them.

Picture Credit: All Persons Pathway and Sensory Trail at Mass Audubon Wellfleet Bay Wildlife Sanctuary

Principal Biography & Experience

Lisa A. Cohen, CEO and Principal

Lisa is an executive and entrepreneur with multiple decades of leadership, operating, and advisory experience in both the private and nonprofit sectors.

Lisa’s experience in the mutual fund and investment management industries includes “big brand” asset management complexes, boutique investment and advisory firms, and RIAs and Broker/Dealers. Lisa’s experience includes successfully developing, bringing to market, and growing financial products and solutions in partnership with financial advice providers. 

In her current role, Lisa provides advisory services to C-level leaders of charitable nonprofits focusing on strategic planning, market research, and bespoke board/leadership solutions and provides independent research and analysis of financial products for people with disabilities.

“I believe that “repair of the world” is a human obligation. I have long been committed to the principles of using capital to effect positive change. Today, I am passionately engaged in the work of building financial products and solutions that meet the financial planning needs of people with disabilities and those who care for them.

Lisa’s far-sighted thinking, analytical skills, and thoughtful candor and judgment distinguish her as an executive. Lisa is a published author (WealthBuilding) and industry opinion columnist (Fund House, and is a skilled manager of board and leadership dynamics.

Lisa’s experience includes P&L management, strategic partnership development, market research, strategy, project management & tactical implementation, product development, marketing, sales, and managing distributed organizations.

Lisa’s demonstrated commitment to impact includes signing the United Nations Principles for Responsible Investment and founding the Special Needs Financial Services Institute, which provides much-needed transparency and visibility into financial products for people with disabilities and the organizations that provide them. SNFSi’s services include market intelligence and pooled special needs trust provider profiles and ratings.

Lisa received her BA from Smith College and is an alumna of Harvard University’s Executive program on Investment Decisions and Behavioral Finance.

Lisa’s board work includes serving as Treasurer of the nonprofit Cause Fund, as past president of both the Boston Smith College Club and Boston Women Communicators, as a founding board member of the historic Dwight-Derby House Board of Directors, as a member of the Advisory Board of investment firm Wellesley Investment Partners, and as a member of her community’s Historical Commission.

Special Needs Financial Services Institute™ (SNFSi™)

SNFSi is an independent research organization launched in 2020 by Capital Motion LLC. SNFSI’s mission is to expand the use of high-quality financial products and services by the nationally underserved market of 44+ million people who have a disability.

SNFSI’s proprietary database of pooled special needs trust providers covers all national and regional providers and includes in-depth analysis of each based on our independent research methodology. The database includes organizational information, contact information, services, fees and financials. Custom reports and provider profiles are available for purchase. SNFSi publishes a complimentary annual industry report that is available by request.

SNFSi provides market intelligence services including industry overview presentations, information packages for Boards of Directors onboarding, strategic relationship development and due diligence, market research, and competitive analysis.

Searchable Listing of Nonprofit Pooled Special Needs Trust Administrators currently operating and accepting new Beneficiaries

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