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Lisa Asher

As the Managing Director of XY Investment Solutions (XYIS), Lisa leads the charge in communicating and continuously improving upon the value of XYIS’s services to XYPN members. She has a diverse background spanning over a decade in the financial services industry. Prior to joining XYIS, Lisa served as operations and technology leader for Clearnomics, a SaaS company for financial advisors, and for Fragasso Financial Advisors in Pittsburgh, PA.

Recent Posts

How to Get the Most Out of Your Investor Policy Statement (IPS)

How to Get the Most Out of Your Investor Policy Statement (IPS)

8 MIN READ 

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February 24, 2020/by Lisa Asher

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