ClairFi Technologies Appoints Veteran CPA Lisa Sretenovic as Managing Director to Lead CPA Firm Partnerships

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ClairFi Technologies appointed Lisa Sretenovic as Managing Director for Strategic Alliances & Ecosystem Education at ClairAlpha. Her role focuses on building CPA firm partnerships and helping accounting firms offer private investment access and coordinated wealth strategy to clients. The company positions ClairAlpha as a B2B enablement platform with compliance infrastructure, workflow automation, and revenue-share economics for partner firms. This move expands ClairFi’s go-to-market effort in the accounting and advisory channel and signals a stronger push into partner-led distribution.

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