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Lisa Kaplowitz has been an investment banker, a CFO, a stay-at-home mom and is (currently) a finance professor at Rutgers Business School and the executive director of the Rutgers Center for Women in Business (CWIB).
Executive : Lisa is the founder of Kaplowitz Advisory Group, LLC to support executives, at all stages of growth, by using finance to help direct corporate strategy and decision making. She leverages her 25 years of experience as an investment banker and CFO, during which, she established a record of growing businesses and increasing profitability by creating focused strategies, reducing costs and streamlining operations. She began her career as an investment banker at Deutsche Bank and Bank of America. She then transitioned to the company side, where she served as the Treasurer of Bed Bath & Beyond, and subsequently, as CFO of various private equity-backed start-ups.
Educator : Lisa is an Assistant Professor of Professional Practice in the Finance and Economics department at Rutgers Business School. She teaches undergraduates, MBAs and Executive MBAs the fundamentals of corporate finance, with a focus on applying these concepts to decisions typically encountered in corporations and investment banking. Her courses combine excel modeling, case study analysis and strategic thinking. She challenges her students to move beyond the calculations and ask, “what does this mean?” and “how are we going to use this information to grow the business?” She earned the Dean’s Meritorious Teaching Award in 2018 and the Dean’s Meritorious Service Award in 2021.
Advocate : Lisa is the co-founder and executive director of the Rutgers Center for Women in Business (CWIB), whose mission is to remove barriers, build community and empower women. In 2020, she was honored as a “Woman on the Rise” by Paradigm for Parity. Lisa is a restless champion for gender equality and her advocacy began as a scholar-athlete at Brown University, when she was part of the landmark Title IX case that added more varsity athletic opportunities for women. Her work has been featured on Bloomberg TV and in Forbes, CFO Magazine and Bloomberg.com. She continues to champion gender equity at work and in the home, alongside her husband and teenage sons.
Advisor : Lisa advises companies and organization at all levels, from start-ups to established multi-nationals through her consultancy practice. She focuses on using finance to guide strategic director of companies, and implements workstreams to maximize profitability. She has served on the Board of Directors of various non-profit organizations and is open to for-profit Board of Directors roles as well.
Speaker : Lisa has served as keynote speaker, moderator, panelist and workshop facilitator at companies, organizations and conferences on topics ranging from strategic finance to gender equity in the workplace.
Other : Lisa earned a B.A. in Economics and International Relations from Brown and an MBA from Northwestern’s Kellogg School of Management. While at Brown, she was captain of the Women’s Gymnastics team, 4-year MVP, 4-year All-Ivy, 3-year Academic All-Ivy, 2-year all-ECAC and was inducted in the Brown Athletics Hall of Fame in 2018. She also founded Brown Athletics W.O.M.E.N. (Women’s Opportunity, Mentorship & Empowerment Network) to connect student athletes and alumni for professional development and currently serves on the Brown University Sports Foundation Board of Directors.
Lisa resides in New Jersey with her husband and 2 sons, and enjoys traveling, skiing and anything active.
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