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  1. Home
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  3. Andrea Lisi, CFA
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Andrea Lisi, CFA

CFA
Founder and Principal
Lisi Quant Analysis LLC
Country or state 
United States (Michigan)
Available to 
Global
City 
Traverse City
Fee 
Ask for pricing
Languages 
English,
Italian,
...
Volunteer
No
Timezone 
America/New_York

Personal Details

Bio

Andrea Lisi, CFA, is an Italian finance and supply-chain leader with over 15 years of experience driving strategic initiatives across global organizations. He began his career as Head of the Quant Team at Cattolica Assicurazioni, Italy’s largest insurance company, trading derivative instruments and managing a portfolio of hedge funds. As the Founder and Managing Director of Lisi Quant Analysis, Andrea delivers macro-economic research and real asset investment strategies to empower wealth management firms, financial advisors, and retail investors. Lisi Quant Analysis also delivers procurement optimization and supply chain risk management services, focusing on cost reduction and strategic sourcing for capital-intensive industries. He has worked in Italy, Germany, Mexico, and the USA, holding senior roles at MKS Instruments, ESAB, and Federal-Mogul, where he oversaw billions in supply-chain spend, led transformative commodity strategies, and achieved significant cost savings.

A Chartered Financial Analyst, Andrea is a LinkedIn Top Voice in Finance & Economics with a 34,000-strong following and serves on the Board of Directors for the Traverse City Economic Club. He holds a Master’s in Quantitative Methods for Finance and a Bachelor’s in Financial Intermediary Economics, both from Verona University, and is fluent in five languages. Having lived in Milan, Stuttgart, Frankfurt, Detroit, El Paso, and Washington, Andrea moved to Traverse City, Michigan, one year ago with his wife, Anna, and their 10-year-old son, Rafael, drawn to the area’s beauty. They enjoy outdoor activities like skiing and beach days on Lake Michigan.

Current position (1)

Founder and Principal

Lisi Quant Analysis LLC

Degrees (2)
Finance
University of Verona
2001 to 2006
Finance
CFA Institute
2019 to 2024

Presentations

Presentations (1)
Tariffs Unpacked: Navigating Costs, Impacts, and Opportunities

Andrea Lisi - LinkedIn Top Voice in Finance & Economics - will provide expert insight and actionable strategies to navigate today's economic shifts.  Andrea will explain the tariff program effects on small businesses and investors while helping to uncover strategies to turn challenges into opportunities.  See below for information on Lisi Quant Analysis. 

Past talks (1)
Tariffs Unpacked: Navigating Costs, Impacts, and Opportunities
Economic Club of Traverse City
Traverse City
April 17, 2025
  • All (3)
  • Videos
  • Photos (1)
  • Slides (1)
  • Press information (1)
This speaker hasn't uploaded any videos yet.
Economic Club Traverse City Presentation
Economic Club Traverse City Presentation
Tariffs Unpacked: Navigating Costs, Impacts & Opportunities
This speaker hasn't uploaded any one sheet yet.
Lisi Quant Talks

Books & Articles (5)

U.S. Labor Market Outlook: Resilience in Near-Term Data, but Cracks Loom by Summer
May 2025 Jobs Report Recap and Tariff Outlook
National 401k Day: My Tips on how to install a successful 401k plan
Carry-Trade Debacle: The weak hands have not been flushed out, yet.
How to use Beta to assess your Portfolio Risk

Expertise (13)

Financial services
Automotive
Manufacturing
Technology
Leadership
Investing Economy Global supply chain Geopolitical risks Global macro Alternative Assets acquisitions and mergers building wealth

Clients

Economic Club Traverse City

Reviews

Testimonials (1)
  • I had the pleasure of hearing Andrea speak about tariffs at the Economic Club’s monthly meeting in March 2025, and I was very impressed. His ability to break down complex economic concepts into clear, actionable insights was remarkable. Andrea tailored his discussion to emphasize the local economic impact, ensuring his message was both relevant and engaging. His rhetorical skills kept the audience captivated, making his presentation all the more impressive given that English is not his native language. Andrea is a truly effective communicator who combines deep knowledge with compelling delivery, making him an asset in any speaking engagement.
    Anna Denzel
    Verified
Recommendations
Why choose me? 

CFA with engaging, data-driven talks on Investing & the Economy

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