YOUR COACH
LISA CREGAN
Executive Coach
Talent Strategist
Trailblazing Leader
Lisa Cregan doesn’t believe in theory—she believes in what works. And for over 40 years, what’s worked is leading with courage, developing others, and building talent pipelines that drive results.
As the first female Regional Director at UBS and the most senior woman in the field at Morgan Stanley, Lisa led multi-billion-dollar businesses, transformed talent pipelines, and pioneered national succession strategies. She reshaped leadership development programs at the highest levels, ensuring leaders were not only ready for today’s challenges but prepared for the future.
Transforming Leadership at the Highest Level
At Morgan Stanley, Lisa served as Head of Field Leadership Readiness and Talent Acquisition, where she redesigned the firm’s national leadership development strategy and increased diverse leadership readiness by more than 50%.
Lisa is also known for breaking barriers:
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Only Female Regional Director at Morgan Stanley, where she led $300B in client assets and 2,500+ employees
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First Female Regional Director at UBS
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Recognized as a change agent who raised diverse manager representation in her region from 9% to 48%
From The Boardroom
to Coaching
Lisa has coached and mentored hundreds of leaders across every level of the business, from first-time managers to seasoned executives. She understands the pressure, pace, and possibilities of leadership because she’s lived it—often as the only woman in the room.
Through LIFT INSPIRE THRIVE, she now channels that experience into coaching and consulting engagements that help leaders:
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Build stronger, more inclusive teams
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Drive results without burning out talent
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Develop succession plans that actually work
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Lead with clarity, courage, and consistency
Creating New Talent Pipelines
Lisa is also the founder of the CLIMB PAUSE LIFT Foundation, which connects elite female athletes with career opportunities in wealth management and mentors them through the early stages of their careers. This initiative creates a unique, untapped talent pool for forward-thinking firms and advisors who want to grow market share among an evolving client base.
The Purpose Behind this Work
Lisa believes leadership isn’t about perfection—it’s about purpose. She loves seeing leaders recruit well, build healthy teams, and watch their people thrive—because when leaders grow, all boats rise. She partners with firms to design programs and processes that ensure they have a future-ready talent pipeline and leaders who inspire loyalty, innovation, and results.
"...when leaders grow,
all boats rise."
Lisa's clients say she tells them what they need to hear; always with the goal of helping them succeed.
A FRIEND AND MENTOR
LIFTED BY LISA
“Lisa Cregan recruited me away from a job I loved 23 years ago. Deciding to trust Lisa made all the difference in my career. Lisa is a friend and a mentor. She's been a boss, a confidant, and is now my executive coach. In senior roles spanning decades at global financial firms, Lisa’s seen everything. The direct feedback I get from her helps identify and address areas for professional growth, and her emphasis on clear communication up and down the chain of command holds value for every seasoned professional. I’m lucky to have Lisa Cregan in my corner.”
- Senior Executive at the Capitol Group
CREDENTIALS AND HIGHLIGHTS
A RESUME THAT INSPIRES
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Master of Business Administration
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Bachelor of Arts
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First Female Regional Director
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Head of Field Leadership Readiness
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Only Female Regional Director
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Led organizations managing $300B in client assets and 2,500+ employees
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Founder & President, Climb Pause Lift Foundation
THE
APPROACH
Practical, real-world coaching tailored to your business and leadership goals.
Lisa helps you: