Principal Biography & Experience

Lisa A. Cohen, CEO and Principal

Lisa is a successful serial entrepreneur, having launched two firms prior to Capital Motion including Momentum Partners LLC, a leading advisory firm to investment managers with a focus on social impact. Momentum Partners was an early signatory to the United Nations Principles for Responsible Investment.

“I believe that “repair of the world” is a human obligation. I have long been committed to the principles of mission-aligned investing as one way to effect positive change. Once I learned about the tens of millions of people living with disabilities who are also underserved by the financial services industry, I decided to do everything I can to repair that. “

Lisa has served in executive leadership positions in both the private and nonprofit sectors. Lisa was a Managing Director and Senior Vice President at Evergreen Investments, a Director at John Hancock, and a Director at the Girl Scouts, running lines of business that resulted in significant asset/money raises at each organization. Lisa is a graduate of Smith College and has completed Harvard’s Executive Education program in Investment Decisions and Behavioral Finance.

Lisa is a published author and opinion columnist and frequent public speaker. 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.