Named Principal At Financial Firm
Colletti, who is based at Aspiriant’s New York office, becomes one of 42 employee owners of the firm, which offers shared ownership to its professional staff as a way to ensure its ongoing independence as a wealth management and financial planning advisor.
“Independence is a byword for our firm and is vitally important to us, and we are delighted that Lisa has become an equity partner,” said Michael Weissman, director and practice leader for Aspiriant’s New York office.
“Unlike many other wealth management firms,” he said, “we have a large group of equity partners, and this ownership eliminates concerns about our capital structure or the prospect of merging into a big bank or organization. This ownership also represents a deep bench of talent and a brain trust throughout the company that is committed to managing our business long-term for generations of clients and their families.”
Colletti joined Aspiriant’s New York office in 2011 as a director of Wealth Management. She has 13 years of experience in serving the comprehensive wealth management needs of affluent families, and has expertise in investment financial planning and tax and estate planning. Prior to joining Aspiriant, she worked in the Private Client Advisor practice at Deloitte & Touche as a director. She began her career at Deloitte in 1995.
Lisa earned a B.S. degree in accounting at Fordham University and holds a J.D. degree from Fordham University School of Law. She is a member of the New York Bar Association and the Financial Planning Association. She earned her Certified Financial Planner credential in 2001.