Savvy Ladies Volunteers
Volunteer’s Bio
Lisa has supported financial advisors and clients throughout her career with innovative solutions and insights to enhance their financial outcomes. She brings deep expertise in wealth management practices and digital client experiences.
Previously, she served as a strategic advisor for Datos Insights’ wealth management practice, as a senior manager at F2 Strategy assisting RIAs, and as a portfolio manager with Fragasso Financial Advisors.
Lisa holds a bachelor’s degree in economics from the University of Pennsylvania and is a CFA charterholder.
In her spare time, Lisa enjoys spending time with her husband and two rescue dogs in New Orleans, where she is based.
Areas of Expertise (as specified by volunteer)
Budgeting;Career and Income;Debt Management;Investing;Marriage and Money;Retirement;Wealth Management;Career Coach
