Lisa Boyd has been Chief Compliance Officer of Marcus Capital since January 2016, is a control person of the firm and directly owns under 5% of it. Lisa Boyd holds a Bachelor of Business degrees in Finance, Investment and Banking and Risk Management and Insurance from the University of Wisconsin-Madison.
Marcus Capital, LLC is a Northfield, IL firm with $129M under management, 98 clients and 2 advisers in one office, as of its March 2026 filing.
Lisa A. Boyd is Investment Adviser & Chief Compliance Officer of Marcus Capital, LLC. Prior to joining the firm in 2007, she worked at American National Bank & Trust Company as a Commercial Banking Officer and at CNA Insurance Companies as a Financial Analyst and Cash Manager. Her primary responsibilities include account management, financial planning and regulatory compliance.
- Marcus Capital, LLCCurrent– present · 18 yearsNorthfield, IL · Adviser representative · Firm CRD 130516
Professional designations
Listed by Marcus Capital
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Lisa Boyd is registered as an investment adviser representative in California, since May 2025.
- CaliforniaSince 9 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 December 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Lisa A Boyd
- CRD
- 5428526
- Firm
- Marcus Capital · CRD 130516
- Role
- Chief Compliance Officer
- Office
- ONE NORTHFIELD PLAZA, SUITE 222, Northfield, IL 60093
- Registration
- Investment adviser registration
- In the industry since
- December 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- marcuscapital.net
Where does Lisa Boyd work?
Lisa Boyd has been Chief Compliance Officer of Marcus Capital, LLC since January 2016, and is a control person of the firm.
Is Lisa Boyd a financial advisor?
Yes. Lisa Boyd has a current investment-adviser registration in California, through Marcus Capital since December 2007.
How many years of experience does Lisa Boyd have?
Lisa Boyd has 18 years in the financial industry, since December 2007, across 1 adviser firm.
What exams has Lisa Boyd passed?
Lisa Boyd passed the Series 65 in December 2007.
Where is Lisa Boyd based?
Lisa Boyd’s registered office is in Northfield, IL.
Is Lisa Boyd registered with FINRA?
No. Lisa Boyd has no current broker registration.
Is Lisa Boyd a CFP?
Marcus Capital lists Lisa Boyd with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Lisa Boyd’s record?
Search CRD 5428526 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lisa Boyd’s full registration record.