PEF Supports Teachers through Grant

Outside of her role as senior vice president and managing director of investments at Raymond James, Lisa Detanna contributes her time to community organizations. One of the organizations that Lisa Detanna is involved with is the Peninsula Education Foundation (PEF) in Palos Verdes, California.

PEF was established in the late 1970s when budgets toward physical education, music, and other learning programs were reduced. Forty years later, the PEF has grown to become one of the country's oldest and respected foundations. Providing support for the Palos Verdes Peninsula Unified School District, the PEF carries out several activities, including classroom teachers' grant money toward classroom support.

The Chuck Miller Teacher Grant provides teachers with a maximum of $1,500, a resource that can provide special experiences and new learning opportunities, which gives teachers the chance to introduce a multitude of ideas into the classroom. Teachers can submit a minimum of two applications a year, totaling $1,500. Former Rancho Vista elementary school teacher and former president of PEF, Chuck Miller, donated significantly to this fund toward supporting teachers in the classroom.

Risk Management & Risk Assessment

An experienced financial services leader, Lisa Detanna is an award-winning senior vice president at Raymond James in California. Recognized several times as a Top Advisor by Barron's and Forbes, Lisa Detanna provides affluent families and individuals with wealth management services that include risk management.

“Risk” refers to the likelihood that a specific hazard will occur, whether in business, finance, or a different field. It arises from a number of sources, including legal liabilities, credit risk, and fallout from a damaged reputation. Dealing with risk involves both risk management and risk assessment, two related terms that many people use interchangeably.

“Risk management” is an umbrella term that encompasses assessing, prioritizing, analyzing, and strategizing to minimize risk. It is a continuing process geared toward mitigating the negative effects of loss caused by risk exposure at the macro level.

The process of completing risk management involves risk assessment. Risk assessment is a meso-level process that places risks into identifiable categories so that the impact of each may be more easily defined.

Three components make up risk assessment: risk identification, risk evaluation, and risk analysis. Through these respective processes, professionals evaluate risks in terms of how they are best handled; categorize risks as either low, medium, or high; and find the probability of each risk occurring. These three steps fit together and must be completed as part of an effective risk assessment process. 

Raymond James Contributes to COVID-19

Based in Southern California, Lisa Detanna is a financial management executive who serves the needs of high-net-worth clients at Raymond James. Committed to philanthropic giving, Lisa Detanna’s Beverly Hills office contributed $50,000 to the Cedars-Sinai Medical Center in October 2020.

This charitable contribution, a part of COVID-19 relief funding, reflected the ethos of the larger Raymond James organization. The company’s chairman and CEO announced in March 2020 that $1.5 million was earmarked for community COVID-19 response efforts nationwide. A particular focus was on bolstering organizations such as Feeding America that distribute food and other basic-need items.

Over the course of the year, Raymond James expanded this to $2.3 million in total given to organizations in the United States, Canada, and the UK. As Raymond James’ CEO described it, the financial firm has an unwavering commitment to ensuring access to basic needs and medical care among people impacted by the pandemic.

Factors for Determining a Dog’s Walking Schedule

Prior to starting her role as the senior vice president at Raymond James in Beverly Hills, California, Lisa Detanna held executive positions with Morgan Stanley and Imperial Capital. When not advising her clients on intergenerational wealth planning, Lisa Detanna cares for her pets, which include two 33-year old tortoises and a dog.

Walking is important for dogs, as it helps establish a toileting routine and provides an opportunity for exercise and mental stimulation. However, the ideal length and frequency of walks depend on many factors, including a dog’s breed, age, and health. Very young dogs are highly energetic for short periods of time. For this reason, puppies would benefit more from multiple short walks scheduled throughout the day.

Dog breeds with short snouts, such as pugs, have breathing issues that can be exacerbated on long walks. There are similar limitations for overweight or senior dogs. Breeds that require more exercise such as working breeds may require walks more than an hour long. Like people, dogs need to build up their stamina over time. Healthy dogs can begin with a 30 min walk twice per day that can be gradually increased.