Head of Transfer Operations/Trust Officer
Lisa Cripps, past CEO, and Founder of Capital Transfer Agency Inc. “CTA”(2004), built a client base of over 100 small-cap companies over the span of 11 years. Lisa was responsible for overseeing the business operations, ensuring an Information Security program was constructed and aligned with the ISO 27001:2013 Standard and with the NIST Cybersecurity Framework. She drafted and reviewed agreements, and created and implemented policies and procedures, ensuring CTA was compliant with regulatory authorities. After the sale of Capital in 2014, Lisa continued to consult with companies in the financial sector until joining the Marrelli team. In 2019, she graduated from York University with certificates from the Cyber Security Fundamentals; and the Advanced Cyber Security Programs. Lisa is responsible for the overall management of the Transfer Operations department.