Full Name
Lisa Asher
Job Title
Strategic Advisor
Company
Datos Insights
Speaker Bio
Lisa Asher, Chartered Financial Analyst (CFA), is a Strategic Advisor for the Wealth Management practice at Datos Insights, focusing on investment management and digital wealth management.
Prior to joining Datos Insights, Lisa was a Senior Manager at F2 Strategy, where she assisted RIAs and broker-dealers in leveling up their digital client experiences and understanding where the market is headed next. With a keen eye for innovation and improvement, Lisa has developed and honed her skills in previous roles supporting decision-makers by providing comparative analyses on the electronic payments industries in U.S., EU and Latin American markets. Her drive to help others led to a transition to the wealth management industry, where she earned the CFA designation and worked as a portfolio manager and business analyst within RIAs and fintech firms.
Lisa holds a bachelor’s degree in Economics from the University of Pennsylvania and is a CFA(r) charterholder.
Prior to joining Datos Insights, Lisa was a Senior Manager at F2 Strategy, where she assisted RIAs and broker-dealers in leveling up their digital client experiences and understanding where the market is headed next. With a keen eye for innovation and improvement, Lisa has developed and honed her skills in previous roles supporting decision-makers by providing comparative analyses on the electronic payments industries in U.S., EU and Latin American markets. Her drive to help others led to a transition to the wealth management industry, where she earned the CFA designation and worked as a portfolio manager and business analyst within RIAs and fintech firms.
Lisa holds a bachelor’s degree in Economics from the University of Pennsylvania and is a CFA(r) charterholder.
Speaking At
