Strata Financial

Alan Sasserath leads Strata Financial as CFO, also serving as CFO to the high-net-worth families within the Strata Alliance ecosystem. With more than 30 years of public accounting experience, Alan brings deep expertise in tax strategy, financial planning, and cross-border advisory—redefining how affluent and sudden wealth families approach their financial futures.

In addition to his role at Strata, Alan is the Founder and Managing Partner of Sasserath & Co., LLP, where he has advised Long Island and international businesses on growth strategy, M&A, and cash flow optimization. His technical expertise spans domestic and international tax, with sector experience in technology, real estate, construction, and professional services.

Alan is known for taking a holistic, client-first approach—integrating personal and business priorities while leveraging his global network of advisors to deliver seamless, high-impact outcomes. He frequently works with U.S. clients expanding abroad and international clients launching U.S. operations.

Alan began his career at Ernst & Young and holds a B.S. in Accounting from SUNY Albany and an M.S. in Taxation from Long Island University. He is a Certified Public Accountant and an active member of the AICPA, NYSSCPA, and SBC Global Alliance. He also serves as Treasurer of HIA-LI and sits on the board of The Strata Foundation.

Lisa Zissel leads transaction strategy and financial diligence at Strata Financial, helping families navigate business sales, acquisitions, and liquidity events with clarity and precision. With deep experience across both buy- and sell-side M&A, she ensures each opportunity aligns with clients’ financial goals and lifestyle outcomes.

She also oversees financial diligence on all alternative investments vetted by Strata’s team, applying institutional-grade analysis to identify the most viable opportunities.

Previously, Lisa was a Principal at Endeavor Technology Group, building national security platforms serving the Department of Defense. She also held senior roles at The Chertoff Group and Morgan Joseph TriArtisan, advising on billions in transactions across cybersecurity, defense, and other sectors.

Lisa holds a B.S. in Finance and an M.S. in Accountancy from Wake Forest University.

JD Furber brings a unique combination of investment banking and military leadership to his role as Finance Associate for Strata Financial. He supports Strata’s business advisory and investment initiatives, focusing on financial analysis, transaction strategy, and operational planning.

JD began his career in capital markets at CBRE before joining CBRE Capital Advisors as an Investment Banking Analyst, where he advised clients on mergers, asset sales, financing transactions, and capital raises. He later served in the U.S. Navy and most recently earned his MBA from NYU Stern School of Business. While at Stern, JD interned at EY-Parthenon, supporting private equity clients with commercial due diligence and growth strategy initiatives.

He holds an MBA from NYU Stern, where he received the Fertitta Veterans Scholarship, and a B.S. in Finance and Economics from the University of South Carolina.