The Highest-Rated Insights Platform for Financial Advisors

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 financial services. 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.

Scott has nearly 20 years of experience working with financial advisors and asset managers. He is deeply committed to serving advisors with the insights and content they need to grow their practices and deepen client relationships.

Prior to joining Clearnomics, Scott was the Global Head of Content Strategy at Morningstar Wealth where he created content programs and go-to-market strategies that address the challenges of financial advisors.

In his spare time, Scott enjoys adventure, travel and sports. He has run marathons in five continents, including Antarctica and on the Great Wall of China. He and his wife live in New York City.

Scott holds Bachelor of Business and Master of Wealth Management degrees from leading Universities in Australia.

Lindsey has spent her career researching and communicating stock market and economic insights for advisors, institutional investors, high net-worth, and retail investors. She is a thought leader, award winner, and TEDx speaker, known for her unique views on financial markets and the evolving labor market.

Previously, she was the Chief Investment Strategist at Ally where she was responsible for the development of the firm’s investment outlook and strategies for making smart money decisions. Before that, Lindsey served as an analyst, researcher and portfolio manager at organizations including J.P. Morgan, Deutsche Bank and S&P Global.

Lindsey is a regular guest on CNBC, Bloomberg, Fox Business, and other financial press.

She is also Chairman of the Board at BetterInvesting, a non-profit that educates individuals to become successful long-term investors. Lindsey earned a BSBA in Finance and Marketing from the University of Pittsburgh.

In her spare time, Lindsey enjoys spending time at the beach with her family. She resides in Charlotte, NC, with her husband and two children.

Lisa has supported financial advisors throughout her career with innovative solutions and insights to enhance their client 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.