Accelerating Impact

Capital Motion advises executives and boards seeking to achieve growth and other strategically significant milestones. Clients include charitable nonprofits, mission-driven organizations and investment firms, and other selected private sector businesses where our approach has significant positive impact.

Strategic & Business Planning | Board Development & Governance | Mission-Aligned Investing Consulting | 617.545.7937

Principal Biography

Lisa A. Cohen, CEO and Principal

Lisa A. Cohen

Lisa is the CEO and Principal of Capital Motion, a boutique consulting firm advising executives and boards seeking to achieve growth and other strategically significant milestones. Clients include charitable nonprofits, mission-driven investment firms and organizations, and other selected private sector businesses where our approach has significant positive impact. Services include strategic & business planning and implementation, board development & governance and mission-aligned investing consulting.

Lisa is a successful serial entrepreneur, having launched two firms prior to Capital Motion that served the private sector, one of those a leading advisory, research, analytics and strategy firm active in the asset management/impact investing space. That firm was an early signatory to the United Nations Principles for Responsible Investment.

Lisa has served in executive leadership positions in both the private and nonprofit sectors. Lisa was a Managing Director and Senior Vice President at Evergreen Investments, a Director at John Hancock, and a Director at the Girl Scouts, running lines of business that resulted in significant asset/money raises at each organization.  Lisa is a graduate of Smith College and has completed Harvard’s Executive Education program in Investment Decisions and Behavioral Finance.

Lisa is a published author and opinion columnist; look for Lisa’s current blog on NonProfitPRO’s PROSPEAK. Lisa is a member of the Boston Club, currently serving on the Nonprofit Board and Marketing Committees. Her board work also includes serving as past president of both the Boston Smith College Club and Boston Women Communicators, as a founding board member of the historic Dwight-Derby House Board of Directors, as a member of the Advisory Board of Wellesley Investment Partners, and as a member of her community’s Historical Commission.

Lisa invites you to connect with her on LinkedIn. Ellen Kinlin, CEO of the Executive Search firm The Kinlin Company, interviewed Lisa in their series of Women Executive interviews. Read that profile here. |617.545.7937

What Makes Capital Motion Different

Capital Motion is a boutique consulting firm offering high-quality, experienced engagement management and trusted advice. Clients work directly with an experienced consultant with a track record of success rather than with a large staff of professionals with varying levels of experience. Clients benefit from our proven, hands-on approach to bringing projects and people successfully and productively across the finish line.

Our approach is grounded in facts and data, and we are consistently sensitive to people and human impact. We are known for our strategic thinking and our ability to simultaneously see and intelligently and effectively address the tactical implications of major changes – planned or not. We are not bound by we’ve-always-done-it-this-way-ism, particularly when it is hampering positive forward motion. Nor do we favor disruption for the sake of disruption; our goal is to help you achieve your goals with balance.

One of the most important things to know about our work is that we are not a deck-and-dash firm; we work with our executive clients to create thoughtful, fact- and data driven-plans and programs and partner with them during implementation for as long as that is effective and helpful. | 617.545.7937