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Lisa Asher

Managing Director of XY Investment Solutions at XY Planning Network

Lisa A. Brignoni Asher, CFA is a highly experienced finance professional with a diverse background in the finance and wealth management industry.

She holds a Bachelor of Science in Finance and Accounting from the prestigious University of Pennsylvania - The Wharton School, showcasing her strong educational foundation.

Lisa has held various key positions in renowned organizations, including being a Board Member and Diversity & Inclusion in Wealth Management Conference Chair at CFA Societies Americas Region, Director of Advisor Success at Clearnomics, and Manager of Portfolio Operations at Fragasso Financial Advisors.

Her extensive work experience also includes roles such as Portfolio Analyst and Vendor Relationship Manager at Fragasso Financial Advisors, Senior Analyst at First Annapolis Consulting, and Financial Analyst focusing on Latin American Operations at Ally Financial Inc.

With her diverse skill set and deep industry knowledge, Lisa A. Brignoni Asher, CFA, brings a wealth of expertise to the field of finance and wealth management.

Lisa Asher
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Location

Bozeman, Montana