At 8th Street, our mission is to provide you with professional financial planning and investment management services that are customized to meet your individual needs.

8th Street’s Investment Philosophy…

We believe investing is a long-term proposition driven by careful consideration and understanding of your personal financial goals and objectives.  We think appropriate asset allocation should be the basis for any investment goals, followed by fundamental analysis for individual security selection and tax and cost efficiency.  Investing involves the risk of loss and sometimes distressing market fluctuations.  We do not attempt to time the market over short term periods.  Instead, we believe that a consistent process of reviewing accounts and rebalancing to the asset allocation guidelines will ultimately drive long-term investment performance consistent with your objectives.  

Michael E. Shea, CFA
Managing Member

Michael works with each client to establish goals, evaluate risks, and understand issues before building and managing a client’s customized portfolio.

Prior to establishing 8th Street, Michael was a Senior Portfolio Manager with U.S. Trust Company. He managed over $500 million in assets on behalf of high net worth individuals, foundations and endowments.  Michael also spent over ten years in U.S. Trust’s Special Fiduciary Services Division as the Senior Financial Analyst providing investment recommendations, valuations and advice associated with the acquisition, sale, and retention of employer securities in qualified and non-qualified employee benefit plans.

Michael received his Bachelor of Science in Finance from the University of Colorado in 1988 and his M.B.A. in Finance and Accounting from New York University in 1994.  He received his Charted Financial Analyst designation in 1998 and is a member of the CFA Institute and CFA Society of Washington, DC.  He has lectured before financial and investment advisory groups on numerous subjects including investment management, business valuation and corporate governance.

Lisa C. Pendley, CFP®
Managing Member

Lisa works with clients to assess their financial needs and offer a plan to achieve their unique goals.  Lisa approaches the financial planning process in a thoughtful and common sense manner because she knows that financial decision-making and plan implementation can be daunting. 

Prior to establishing 8th Street, Lisa was a Senior Financial Planner with U.S. Trust Company who developed tailored wealth management programs and financial planning strategies for high net worth individuals.  Also while at U.S. Trust, Lisa served as Senior Vice President and legal counsel for U.S. Trust’s Special Fiduciary Services Division for over six years, specializing in employee benefits and ERISA fiduciary law.

Lisa received her Bachelor of Arts in Economics from the University of Chicago in 1998.  She received her JD from DePaul University College of Law in 1996.  In 1999, Lisa received her LLM in Taxation and Certificate in Employee Benefits Law from Georgetown University Law Center. She became a CERTIFIED FINANCIAL PLANNER™ and is a member of the Financial Planning Association (National Capital Area).