
Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs
November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...


Lisa Bedell loves being a part of the Sward Team and working every day to provide “Raving Fan” service for the best clients in the business. She especially enjoys optimizing the team’s processes and procedures, to give the best end experience to our clients.
Lisa earned her Bachelors of Science in Business Administration from the University of Denver, where she graduated Summa Cum Laude and achieved the Andrew H Wood award for the highest scholarship ranking in her class. Lisa also earned a minor in Leadership Studies as a part of the selective Pioneer Leadership Program and a minor in Spanish after living abroad in Argentina.
Originally a Colorado native, Lisa worked in marketing and sales before changing to the finance sector after moving to St. Louis with her husband, Ryan. She then worked for Midwest BankCentre in its commercial lending department and private banking department. Her areas of expertise include FDIC insurance coverage and personal lending solutions.
In her free time, Lisa loves the outdoors and spends as much time as possible hiking, camping, skiing, and traveling. She has fully embraced life as a St. Louisan, including becoming a die-hard Cardinals fan, a connoisseur of toasted ravioli and a lover of float trips.
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November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...

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