Best Practices Lisa A. Massena, CFA Best Practices Lisa A. Massena, CFA

Culture Matters

We hear all the time about other countries’ innovative ways to improve financial security. Sometimes, we can adopt similar solutions, but other times, those ideas simply won’t work here in the United States. There are a lot of reasons for that - legal, logistical, and political - but one you can’t ignore is culture.

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Best Practices Lisa A. Massena, CFA Best Practices Lisa A. Massena, CFA

Wide Open Futures.

I’ve spent most of my working career crafting purpose-built financial services platforms. One of the key attributes for the success of these efforts has been flexibility.

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