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Lisa McDaniel, CFA

Title: Women's Initiative Chair
E-mail:
Phone: 214-459-0741

Profile:
Lisa K. McDaniel, CFA
Lecturer
University of North Texas

Lisa McDaniel has more than 20 years of experience in investment portfolio management and client service. She currently utilizes her experience as a practitioner in the financial services industry to teach corporate finance and financial statement analysis at the University of North Texas College of Business. She also interacts with students through organizations such as the Financial Management Association and the CFA Research Challenge.

Prior to her current role Ms. McDaniel worked with both private wealth and institutional clients as an investment advisor and portfolio manager. In those roles, she developed and executed investment strategy for clients and provided economic commentary. She managed institutional fixed-income accounts and collective funds in excess of $1 billion in assets.

Ms. McDaniel received a master’s degree in business administration from the University of Arkansas at Little Rock, and a bachelor’s degree in computer science from the University of Arkansas. She has also attained the Chartered Financial Analyst (CFA) designation. She is a past President of the CFA Society of Arkansas and of the CFA Society of Dallas/Fort Worth. She has also served as a director of the CFA Societies of Texas. Ms. McDaniel is a 2015 recipient of the CFA Society of DFW Distinguished Member Award and continues to serve as a director for the CFA Society of DFW. where she spearheads the Women in Investment Management initiative.