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Lisa Colletti Jd Cfp

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Lisa Colletti Jd Cfp

Managing Director - Exclusive Family Office, Partner | Aspiriant

Village of Garden City, New York, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Lisa Colletti Jd Cfp

Work Experience

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Managing Director - Exclusive Family Office, Partner at

Aspiriant

January 2021 - Present

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Managing Director – Planning Strategy & Research, Partner at

Aspiriant

January 2018 - December 2020

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Director of Planning, Principal at

Aspiriant

January 2015 - December 2017

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Director - Wealth Management, Principal at

Aspiriant

July 2012 - December 2015

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Director Wealth Management at

Aspiriant

November 2011 - June 2012

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Director - Private Client Advisors at

Deloitte

October 1995 - October 2011

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Lisa Colletti Jd Cfp

Education

Fordham University School of Law, Jd

January 1991 - January 1995

Fordham University, Bs

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

mail

*********@aspiriant.com

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