Lisa M. Colletti
Managing Director - Exclusive Family Office, Partner @Aspiriant
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WORK HISTORY
Managing Director - Exclusive Family Office, Partner @Aspiriant
New York, NY, US
EDUCATION
Fordham University
BS, Accounting
Fordham University School of Law
JD, Law
SKILLS
ABOUT LISA M. COLLETTI
I always knew that my career would be rooted in helping others. What I love most about my job is that I get to help define how we guide our clients through financial decisions. Whether they are gifting money to children, purchasing a second home, making home renovations, or giving to charity, it’s an incredible feeling to watch our clients’ financial plans and investment strategies come to fruition.I completed my professional education at Fordham University, earning a bachelor’s degree in Accounting and my juris doctor (J.D.) degree from the School of Law thereafter. I am licensed to practice law in the state of New York, am a member of the Financial Planning Association (FPA) and earned the Certified Financial Planner™ designation in 2001.Family means everything to me, and I enjoy every spare minute possible with my husband and three children. The same principles that guide my planning approach apply to my personal life — I strive to lead with trust, compassion and respect in everything I do.Important Disclosures: http://ow.ly/vBMiR
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