Lisa Colletti Email & Phone Number

Managing Director - Exclusive Family Office, Partner @ Aspiriant

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Lisa Colletti's Location

Garden City, NY, US

Lisa Colletti's Work

Managing Director - Exclusive Family Office, Partner @ Aspiriant
Managing Director – Planning Strategy and Research, Partner @ Aspiriant
Director of Planning, Principal @ Aspiriant

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Director - Wealth Management, Principal @ Aspiriant
Director Wealth Management @ Aspiriant
Director - Private Client Advisors @ Deloitte

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Lisa Colletti's Education

Fordham University School of Law
JD (Law)
1991 - 1995
Fordham University
BS (Accounting)
1987 - 1991

Lisa Colletti's Skills

Alternative Investments
Financial Advisory
Strategy

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Investments
Finance
Wealth Management Services
Customer Service
Multi Generational Wealth Transfer
Financial Services
Asset Management

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Lisa Colletti's Summary

Lisa Colletti, based in Garden City, NY, US, is currently a Managing Director - Exclusive Family Office, Partner at Aspiriant, bringing experience from previous roles at Aspiriant. Lisa Colletti holds a 1991 - 1995 JD in Law @ Fordham University School of Law. With a robust skill set that includes Alternative Investments, Financial Advisory, Strategy, Investments, Finance and more, Lisa Colletti contributes valuable insights to the industry. Lisa Colletti has 2 emails on RocketReach.

Lisa Colletti Email Address

Found 2 email address listings:

Lisa Colletti Phone Number

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