Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund Market

Vice President, Chief Financial Officer, Treasurer, and Limited Partner · Harding Loevner LP

Lisa A. Togneri

CRD 4995788 · Named on Form ADV at one SEC-registered adviser

At a glance

Harding Loevner LP, an SEC-registered asset manager based in Bridgewater, NJ with $32.1 billion in regulatory assets, lists Lisa A. Togneri on its Form ADV as Vice President, Chief Financial Officer, Treasurer, and Limited Partner.

Firms and roles

  • Harding Loevner LPVice President, Chief Financial Officer, Treasurer, and Limited PartnerAsset manager · Bridgewater, NJ · $32B in regulatory assets

AtlasMembers

Lisa’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
Locked
When each role began
Locked
Each firm’s assets and growth
Locked
Search and export owners by title, state and firm size
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

  • Simon HallettVice Chairman and Limited Partner, Harding Loevner LP
  • Aaron J. BellishChairman, Chief Executive Officer and Limited Partner, Harding Loevner LP
  • Ferrill D RollVice President, Chief Investment Officer, Portfolio Manager, and Limited Partner, Harding Loevner LP
  • Maura KaratzVice President, Chief Administrative Officer, and Limited Partner, Harding Loevner LP
  • Jared R. TramutolaVice President, Chief Operating Officer and Limited Partner, Harding Loevner LP

4 more people named with Lisa on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lisa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.