Lisha Davis is the Head of the Innovation Studio at Vanguard, overseeing the strategy and execution of enterprise innovation goals. She leads a team comprised of Strategists, Project Leaders, Business Partners and Innovators who focus on delivering proof of concept solutions for the innovation portfolio and works to spread the use of innovative methodologies throughout the enterprise. Previously, she worked in the High New Worth retail division where she and her leadership team oversaw a $65B client base and was also responsible for evolving the client experience across various channels including digital.
Lisha also formerly served as Head of Services Design and Strategy in the intermediary division, where she applied design thinking and lean methodologies to create service offerings, tools, and experiences for advisors across platforms. Other past roles include intermediary sales management, portfolio review group, and client experience program office. Prior to joining Vanguard, Lisha ran her own financial planning practice in New York and Los Angeles, as well as worked for NYLife Securities as Sales Development Manager, overseeing a branch office of advisors. Lisha earned her B.S. from the Stern School of Business at NYU in Finance and Marketing and an MBA from the Tuck School of Business at Dartmouth. She holds the CFP designation and also a Masters of Strategic Design and Management from the Parsons School of Design.