Financial Poise

About Robert L. Lerner

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Bob Lerner

Robert L. Lerner has 35 years of experience in the investment management industry. Bob has co-founded and invested in several successful startups and has been a director of private and public companies. He has been a trusted advisor to early-stage hedge funds, investment research firms, and growth equity investment funds. His focus is on business development, product design, strategy, business operations, and compliance. He currently is chairman of InfraSight Software Corporation. Bob is a graduate of Cornell University and Boston University Law School.


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Financial Poise Contributions

  • Episode 2: Public v. Private & Fiduciary v. Advisory: Different Boards for Different Situations Webinar premiered on July 6, 2023 Webinar Series: Bare Bones Board Basics
  • Episode 4: How to Conduct an Effective Board Meeting Webinar premiered on July 6, 2023 Webinar Series: Bare Bones Board Basics