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Lisa Colletti Jd Cfp
Lisa Colletti Jd Cfp
Managing Director - Exclusive Family Office, Partner | Aspiriant
Village of Garden City, New York, United States
Lisa Colletti Jd Cfp
Summary
Lisa Colletti is a seasoned financial professional with extensive experience in wealth management and family office services. She currently serves as the Managing Director at Aspiriant, where she guides high-net-worth individuals through complex financial decisions, leveraging her legal expertise as a licensed attorney in New York. With a robust educational background from Fordham University, she holds both a bachelor's degree in Accounting and a Juris Doctor degree. Lisa is passionate about helping families navigate their financial journeys, ensuring their legacies are preserved for future generations. Outside of work, she values family time and applies the same principles of trust and compassion in her personal life as she does in her professional practice. Her leadership roles at Aspiriant reflect her commitment to excellence in financial planning and advisory services.
Lisa Colletti Jd Cfp
Work Experience
Managing Director - Exclusive Family Office, Partner at
Aspiriant
January 2021 - Present
Managing Director – Planning Strategy & Research, Partner at
Aspiriant
January 2018 - December 2020
Director of Planning, Principal at
Aspiriant
January 2015 - December 2017
Director - Wealth Management, Principal at
Aspiriant
July 2012 - December 2015
Director Wealth Management at
Aspiriant
November 2011 - June 2012
Director - Private Client Advisors at
Deloitte
October 1995 - October 2011
Lisa Colletti Jd Cfp
Education
Fordham University School of Law, Jd
January 1991 - January 1995
January 1987 - January 1991
Frequently Asked Questions about Lisa Colletti Jd Cfp
What is Lisa Colletti Jd Cfp email address?
Lisa Colletti Jd Cfp's primary email address is *********@aspiriant.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Lisa Colletti Jd Cfp work for?
Lisa Colletti Jd Cfp is a Managing Director - Exclusive Family Office, Partner at Aspiriant, a company specializing in Security brokers & dealers.
Where Lisa Colletti Jd Cfp graduated from?
Lisa Colletti Jd Cfp holds a degree in Law from Fordham University School of Law.
How can I directly contact Lisa Colletti Jd Cfp?
To contact Lisa Colletti Jd Cfp directly, you can use the email address *********@aspiriant.com. Complete contact information is available upon registration with Muraena.
Who is Lisa Colletti Jd Cfp?
Lisa Colletti is a seasoned financial professional with extensive experience in wealth management and family office services. She currently serves as the Managing Director at Aspiriant, where she guides high-net-worth individuals through complex financial decisions, leveraging her legal expertise as a licensed attorney in New York. With a robust educational background from Fordham University, she holds both a bachelor's degree in Accounting and a Juris Doctor degree. Lisa is passionate about helping families navigate their financial journeys, ensuring their legacies are preserved for future generations. Outside of work, she values family time and applies the same principles of trust and compassion in her personal life as she does in her professional practice. Her leadership roles at Aspiriant reflect her commitment to excellence in financial planning and advisory services.
Lisa`s contact details
*********@aspiriant.com
Colleagues
Managing Director
Managing Director Compliance & Records- Chief Compliance Officer, Partner
Chief People Officer
Chief Executive Officer
Chief Client Officer
Managing Director/Director
Chief Practice Officer, Partner
Managing Director West Coast
Chief Marketing Officer
Chief Investment Officer