Lisa Colletti, director of wealth management in the New York office of Aspiriant, an independent wealth management firm, has been named a principal.
Colletti (pictured), 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 adviser.
“Independence is a byword for our firm and is vitally important to us, and we are delighted that Lisa has become an equity partner,” says Michael Weissman, director and practice leader for Aspiriant’s New York office.
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 adviser practice at Deloitte & Touche as a director. She began her career at Deloitte in 1995.