"Allow yourself to think only those thoughts that match your principles and can bear the bright light of day. Day by day, your choices, your thoughts, your actions fashion the person you become. Your integrity determines your destiny.” - Heraclitus
Client Operations Associate
“The level of our success is limited only by our imagination and no act of kindness, however small, is ever wasted.” - Aesop
Kisa Haag joins the HoyleCohen team as a Client Operations Associate. In this role, Kisa is primarily responsible for the administration of client accounts in internal and external systems. She provides operational support for HoyleCohen’s client service departments, advisory teams, fund managers, and custodians. Kisa has a passion for system optimization and is looking forward to bringing her knowledge and experience to HoyleCohen.
Kisa holds a Bachelor’s Degree in Fine Arts fromBellevue College in Seattle, Washington. After many years of working in management roles in the client service industry, Kisa found her niche and transitioned into Investment Operations. She brings experience in peer to peer lending from an alternative investment company, where she was the main liaison between their IRA Custodian and internal departments.
Originally from Seattle, Washington, Kisa recently moved to San Diego to be closer to the beach and all that San Diego has to offer. In her spare time she enjoys trying new coffee shops, getting crafty, watching movies, and staying active with her boyfriend and her dog, Mama-sita.