Managing Director - Exclusive Family Office, Partner
Current
Jan 2021 - Present
AeroLeads people directory · profile
Lisa M. Colletti, Jd, Cfp® Email & Phone Number
Managing Director, Exclusive Family Office at Aspiriant
at
Aspiriant
1 work email found
@aspiriant.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director, Exclusive Family Office at Aspiriant
Location
Garden City, New York, United States
Who is Lisa M. Colletti, Jd, Cfp®? Overview
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Quick answer
Lisa M. Colletti, Jd, Cfp® is listed as Managing Director, Exclusive Family Office at Aspiriant at Aspiriant, based in Garden City, New York, United States. AeroLeads shows a work email signal at aspiriant.com and a matched LinkedIn profile for Lisa M. Colletti, Jd, Cfp®.
Lisa M. Colletti, Jd, Cfp® previously worked as Managing Director - Exclusive Family Office, Partner at Aspiriant and Managing Director – Planning Strategy & Research, Partner at Aspiriant. Lisa M. Colletti, Jd, Cfp® holds Jd, Law from Fordham University School Of Law.
Company email context
Email format at Aspiriant
This section adds company-level context without repeating Lisa M. Colletti, Jd, Cfp®'s masked contact details.
*@aspiriant.com
71% confidence
AeroLeads found 1 current-domain work email signal for Lisa M. Colletti, Jd, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Lisa M. Colletti, Jd, Cfp®
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
Listed skills include Financial Services, Wealth Management, Investments, Wealth Management Services, and 15 others.
Current workplace
Lisa M. Colletti, Jd, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Lisa M. Colletti, Jd, Cfp® work experience
A career timeline built from the work history available for this profile.
Managing Director – Planning Strategy & Research, Partner
Jan 2018 - Dec 2020
Director Of Planning, Principal
As Director of Planning I chaired the Wealth Planning Committee and was responsible for wealth planning tools and processes used across the firm. In this role, I:- Led the team responsible for selecting and implementing a comprehensive wealth planning technology platform. - Led Wealth Planning Committee meetings. - Coordinated the development of wealth.
Jan 2015 - Dec 2017
Director - Wealth Management, Principal
Jul 2012 - Dec 2015
Director Wealth Management
Nov 2011 - Jun 2012
Director - Private Client Advisors
Oct 1995 - Oct 2011
Team & coworkers
Colleagues at Aspiriant
Other employees you can reach at aspiriant.com. View company contacts →
AS
Adam Slade
Colleague at Aspiriant
San Diego, California, United States, United States
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VA
Victoria Abaev, Cfp®
Colleague at Aspiriant
New York, New York, United States, United States
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PC
Peter Correia
Colleague at Aspiriant
Los Angeles Metropolitan Area, United States, United States
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MI
Mitchell I.
Colleague at Aspiriant
Los Angeles, California, United States, United States
View →
TH
Tim Harvey, Cfa, Cfp
Colleague at Aspiriant
San Francisco, California, United States, United States
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SC
Sarah Camara
Colleague at Aspiriant
Orange County, California, United States, United States
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MS
Melanie Sipe
Colleague at Aspiriant
Independence, Kentucky, United States, United States
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CM
Corey Mader, Cfa
Colleague at Aspiriant
Milwaukee, Wisconsin, United States, United States
View →
JK
John Kirkpatrick
Colleague at Aspiriant
Menlo Park, California, United States, United States
View →
AK
Ava Klein
Colleague at Aspiriant
Los Angeles, California, United States, United States
View →
Adam Slade
Colleague at Aspiriant
San Diego, California, United States, United States
View →
VA
Victoria Abaev, Cfp®
Colleague at Aspiriant
New York, New York, United States, United States
View →
PC
Peter Correia
Colleague at Aspiriant
Los Angeles Metropolitan Area, United States, United States
View →
MI
Mitchell I.
Colleague at Aspiriant
Los Angeles, California, United States, United States
View →
TH
Tim Harvey, Cfa, Cfp
Colleague at Aspiriant
San Francisco, California, United States, United States
View →
SC
Sarah Camara
Colleague at Aspiriant
Orange County, California, United States, United States
View →
MS
Melanie Sipe
Colleague at Aspiriant
Independence, Kentucky, United States, United States
View →
CM
Corey Mader, Cfa
Colleague at Aspiriant
Milwaukee, Wisconsin, United States, United States
View →
JK
John Kirkpatrick
Colleague at Aspiriant
Menlo Park, California, United States, United States
View →
AK
Ava Klein
Colleague at Aspiriant
Los Angeles, California, United States, United States
View →
2 education records
Lisa M. Colletti, Jd, Cfp® education
Jd, Law
Fordham University School Of Law
Bs, Accounting
Fordham University
FAQ
Frequently asked questions about Lisa M. Colletti, Jd, Cfp®
Quick answers generated from the profile data available on this page.
What company does Lisa M. Colletti, Jd, Cfp® work for?
Lisa M. Colletti, Jd, Cfp® works for Aspiriant.
What is Lisa M. Colletti, Jd, Cfp®'s role at Aspiriant?
Lisa M. Colletti, Jd, Cfp® is listed as Managing Director, Exclusive Family Office at Aspiriant at Aspiriant.
What is Lisa M. Colletti, Jd, Cfp®'s email address?
AeroLeads has found 1 work email signal at @aspiriant.com for Lisa M. Colletti, Jd, Cfp® at Aspiriant.
Where is Lisa M. Colletti, Jd, Cfp® based?
Lisa M. Colletti, Jd, Cfp® is based in Garden City, New York, United States while working with Aspiriant.
What companies has Lisa M. Colletti, Jd, Cfp® worked for?
Lisa M. Colletti, Jd, Cfp® has worked for Aspiriant and Deloitte.
Who are Lisa M. Colletti, Jd, Cfp®'s colleagues at Aspiriant?
Lisa M. Colletti, Jd, Cfp®'s colleagues at Aspiriant include Adam Slade, Victoria Abaev, Cfp®, Peter Correia, Mitchell I., and Tim Harvey, Cfa, Cfp.
How can I contact Lisa M. Colletti, Jd, Cfp®?
You can use AeroLeads to view verified contact signals for Lisa M. Colletti, Jd, Cfp® at Aspiriant, including work email, phone, and LinkedIn data when available.
What schools did Lisa M. Colletti, Jd, Cfp® attend?
Lisa M. Colletti, Jd, Cfp® holds Jd, Law from Fordham University School Of Law.
What skills is Lisa M. Colletti, Jd, Cfp® known for?
Lisa M. Colletti, Jd, Cfp® is listed with skills including Financial Services, Wealth Management, Investments, Wealth Management Services, Strategic Financial Planning, Financial Advisory, High Net Worth Individuals, and Investment Management.
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