Lisa Brignoni Asher, Cfa Email and Phone Number
Lisa Brignoni Asher, Cfa work email
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Lisa Brignoni Asher, Cfa personal email
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I'm a versatile wealth management professional with experience as a financial advisor, portfolio manager, advisor coach and technology development and sales. What do I do all day? Study the market, interview participants and analyze data to generate practical business insights and translate those into actionable items for wealth management stakeholders.Topics I've written or presented on:- Retirement planning and income distribution innovations- Best practices for wealth management client portals- Trends in advisor adoption of technology- Intersection of technology and RIA M&A demand- RIA acquirer considerations for target firms- RIA mergers and acquisitions trends- Challenges for emerging RIAs (less than US$500 million AUM)- Attracting and retaining next-generation investors
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Head Of Advisor SuccessClearnomicsNew Orleans, La, Us
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Strategic Advisor, Wealth ManagementDatos Insights Aug 2023 - PresentDatos Insights delivers the most comprehensive and industry-specific data and advice to the companies trusted to protect and grow the world's assets as well as to the technology and service providers who support them. We are staffed by experienced industry executives, researchers, and consultants. -
Senior ManagerF2 Strategy Apr 2023 - Aug 2023 -
Manager, Consulting ServicesF2 Strategy Jan 2022 - Apr 2023Leading strategy development and implementation of digital client and advisor experiences for wealth management firms
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Senior Consultant, Consulting ServicesF2 Strategy Apr 2021 - Jan 2022F2 Strategy, Inc provides boutique consulting services globally to support existing technology teams within the wealth management, family office, RIA and wealth manager space, helping these companies align their technology platforms and distribution channels with the wealth management experience that their clients expect.
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Managing DirectorXy Investment Solutions Aug 2019 - Feb 2021Bozeman, MtXYIS was started in 2017 as a captive TAMP to members of the XY Planning Network. Since joining in 2019, I’ve led the charge to help fee-only financial planners leverage the value of providing investment management services to their clients and through my leadership, increased our firm AUM from $33MM to $105MM over an 18 month period. My two main priorities in this role were to diagnose the root causes of the challenges the business faced and to develop and execute a growth strategy. Throughout my tenure, our team has removed roadblocks to growth like platform capabilities, SEC registration and an advisor-focused content strategy. -
Board Member, Diversity & Inclusion In Wealth Management Conference ChairCfa Societies Americas Region Jul 2017 - Sep 2019Pittsburgh, Pa
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Director Of Advisor SuccessClearnomics Nov 2016 - Oct 2018RemoteAt Clearnomics, we're helping financial advisors strengthen their relationships with clients through engaging market conversations.In this role, I worked directly with advisors to help them digitize their client experience and deliver engaging market insights that keep their clients focused on long-term goals.
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Manager Of Portfolio OperationsFragasso Financial Advisors Sep 2014 - Nov 2016Pittsburgh, Pa -
Portfolio AnalystFragasso Financial Advisors May 2014 - Sep 2014Pittsburgh
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Vendor Relationship ManagerWishlist Nov 2012 - May 2013Boulder, Co- Propelled the growth of an e-commerce company by developing an organizational structure and set of procedures for the vendor relationship department, the main revenue generating asset of the company.- Launched 2 product lines and led the geographic expansion of 3 others.- Trained and managed a team of 3 sales personnel who were responsible for conducting sales calls, market research, and managing vendor relationships.- Advised senior management on regional market insights and best practices in risk management. -
Senior AnalystFirst Annapolis Consulting Jul 2006 - Jul 2011Amsterdam Area, Netherlands- Conducted an annual study highlighting the development of the European gift card market.- Analyzed consumer spending behavior to advise Romanian banks in implementing strategies for increasing use of debit and credit cards.- Designed a dynamic pricing model for ATM network sourcing to enable a client to add value to its own prospecting process.- Benchmarked credit portfolios to assist international clients improve the overall quality of their revenues.- Created a behavioral consumer spending model to assist a bank in launching a small business credit card.- Managed business development projects to support the international growth of our payments consulting business.
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Financial Analyst - Latin American OperationsAlly Financial Inc. 2005 - 2006Greater Detroit Area- Working with branch managers in 7 countries, analyzed and researched variances in monthly financials.- Prepared due diligence documentation in collaboration with the borrowings department for securitizations of automobile loan portfolios.
Lisa Brignoni Asher, Cfa Skills
Lisa Brignoni Asher, Cfa Education Details
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Finance And Accounting
Frequently Asked Questions about Lisa Brignoni Asher, Cfa
What company does Lisa Brignoni Asher, Cfa work for?
Lisa Brignoni Asher, Cfa works for Clearnomics
What is Lisa Brignoni Asher, Cfa's role at the current company?
Lisa Brignoni Asher, Cfa's current role is Head of Advisor Success.
What is Lisa Brignoni Asher, Cfa's email address?
Lisa Brignoni Asher, Cfa's email address is li****@****ail.com
What schools did Lisa Brignoni Asher, Cfa attend?
Lisa Brignoni Asher, Cfa attended University Of Pennsylvania - The Wharton School.
What skills is Lisa Brignoni Asher, Cfa known for?
Lisa Brignoni Asher, Cfa has skills like Portfolio Management, Finance, Business Strategy, Financial Analysis, Financial Modeling, Analytics, Data Analysis, Management, Microsoft Excel, Spanish, Management Consulting, Start Ups.
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