by Clearnomics / on April 2, 2025
NEW YORK, NY – April 2, 2025 – Clearnomics, the leading insights platform for financial advisors, is adding to its leadership team with the appointment of Lisa Asher as Head of Advisor Success. Lisa will rejoin Clearnomics after initially working with CEO and Founder James Liu to launch the platform in 2017.
In her new role, Lisa will work closely with the sales, marketing and product teams to drive platform innovations and support new advisor services. Working directly with advisors, she will lead efforts to enhance their experience with the platform and ultimately their client outcomes.
Previously, Lisa held roles as strategic advisor for the wealth management practice at Datos Insights, focusing on financial planning and M&A trends; as senior manager at F2 Strategy, where she assisted RIAs in innovating their digital client experiences; and as portfolio manager with Fragasso Financial Advisors. With a keen eye for innovation and improvement, Lisa has developed skills for supporting financial advisors in all aspects of their practice.
Lisa holds a bachelor’s degree in economics from the University of Pennsylvania and is a CFA® charterholder. She is based in New Orleans, where she enjoys spending time with her husband and two rescue dogs.
Clearnomics is the market and economic insights platform for the asset and wealth management industry. Clearnomics empowers advisors and investment teams to deliver valuable insights quickly and easily, boosting client engagement and building trust. Clearnomics is headquartered in New York, NY.
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