Senior Vice President
and access,
Lisa Terk is a Senior Vice President at US Capital Global specializing in private equity and private debt. Ms. Terk comes to US Capital Global with 25 years of Financial Services experience in wealth management, investment banking, and capital markets. Ms. Terk began her career as a Financial Advisor for Morgan Stanley Wealth Management and has since occupied a variety of financing and advisory roles, which have enriched her reputation for both recognizing undervalued companies and bringing transactions to a successful finish. Experienced in sourcing timely opportunities across various market sectors, Ms. Terk has advised both private and public companies and served many Fortune 500 clients. She specializes in cash management and financing for Fintech, Cleantech, Pharma, Biotech, Consumer Retail, Hospitality, Energy & Natural Resources sectors. Prior to joining US Capital Global, Ms. Terk specialized in Corporate Executive Stock Plans for the Wealth Management division at Oppenheimer & Co. and acted as Special Advisor to the premier investment banks WR Hambrecht in San Francisco and Ardour Capital Management in New York. Ms. Terk has been active in charitable fund raising for notable causes in the Bay Area such as the NFL Alumni Association & the Haight Ashbury Free Clinics. She received her bachelor’s degree with honors from McGill University and is fluent in French. Ms. Terk maintains Series 7, 63, and 65 licenses in good standing, and is a rule 144 and 10B5-1 specialist.
