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Lisa D. Snyder

Managing Partner & Chief Learning Officer, Institute for Preparing Heirs

About this Artist

Lisa is a catalyst for successful individuals and families to intentionally plan for legacy and impact. She also mentors and coaches financial professionals seeking to elevate their client experience. As Chief Learning Officer, Lisa fosters confidence through a collaborative approach to learning that inspires advisors to move client conversations from money matters to family matters. 

During her career, Lisa has helped advisors across various areas of the financial services.  These include Registered Investment Advisory firms, wirehouses, asset management firms, private banks, insurance providers, and family offices.  

Lisa obtained her Juris Doctor from Tulane Law School and her Bachelor of Arts in Political Science from Ohio University Honors Tutorial College.