Expand your understanding of institutional plan performance, asset allocation and risk.
Vice President, Client Success
Lisa joined Investment Metrics in 2019 as the Vice President of Client Success. Lisa oversees all aspects of the client experience, leading the charge in keeping the entire organization focused on helping our clients success. Prior to Investment Metrics, Lisa led the Client Success team at Informa Pharma and has spent a decade leading client support teams. She has a Sixth Sigma Green belt, has been trained in Pragmatic Marketing and is passionate about employee retention and growth. Lisa received her Bachelor of Arts from New York University.