What We Do
Clearnomics is a financial technology company founded in 2016. Our market insights platform helps financial advisors discuss markets with confidence to build client trust and grow their practices. Financial institutions and technology companies also use our platform to unlock the power of their market insights and enrich the client digital experience.
James Liu, CFA
James has devoted his career to providing market and economic insights to financial advisors and institutional investors. Having worked with thousands of advisors across the country, he has a deep understanding of the challenges they face in helping clients position for long-term trends.
James is also passionate about the role of technology in wealth management. He has designed and built several data-driven, digital capital markets research technologies over the course of his career.
Previously, he was a Global Market Strategist with JPMorgan where he helped to develop the Guide to the Markets. Prior to this, James was a Partner at Copia Capital, a hedge fund in Chicago. He appears regularly on CNBC and in the financial press.
In his spare time, James enjoys all activities involving food. He lives with his wife, kids and golden retriever in New York City.
James is a CFA charterholder. He earned an MBA with honors from The University of Chicago Booth School of Business and holds a BA from The University of California, Berkeley.
Lisa Brignoni, CFA
Director of Advisor Success
Lisa is passionate about helping financial advisors discuss markets with confidence so they can focus on building their practices. She brings a decade of experience from the management consulting and investment management industries to drive growth and engagement with advisors. She focuses on analyzing industry trends and advisor feedback to steer our content and tools.
Prior to Clearnomics, Lisa served as an investment strategist focused on international markets with Fragasso Financial Advisors. She has also held roles with First Annapolis Consulting in the U.S. and Europe.
In her spare time, Lisa enjoys traveling around the world with her husband and cooking Latin cuisine.
Lisa is a CFA charterholder and earned a BS in Economics from the University of Pennsylvania.