New York Wealth Management

350 5th Avenue, Suite 6420
New York, NY 10118
Tel 212.823.3515

Map and Driving Directions 

Meet Our Wealth Management Team in New York

At Aspiriant, we’re committed to a forward thinking business model that directly benefits our clients. We want to emphasize passion, trust, and intelligent long-term investing

Our New York wealth management team embodies all of the qualities and cultural values that are core to Aspiriant. The team is made up of seasoned financial services industry veterans who have different skills and expertise but share one common motivation: providing the best-possible service to our clients.

In addition to providing wealth management, investment management, and financial planning services to high-net-worth individuals and families, our New York team also specializes in:

  • Concentrated Equity
  • Corporate Executive Services
  • Family Office Management
  • Retirement Planning
  • Stock Option Planning
  • Value Investing

Our New York team’s commitment to excellence and high-quality, personalized client service is renowned. The team’s expertise has also been featured in some of the nation and industry’s most reputable publications, such as The Wall Street Journal, Thrive Global, The New York Business Journal, Financial Advisor IQ, Financial Times, and Authority Magazine.

Outside of the office, Aspiriant’s New York team is active in the community and prioritizes giving back to those in need. As part of our firm’s annual Day of Giving initiative, the New York team has supported and volunteered with organizations such as Invisible Hands, Together We Rise, City Harvest and the Bed-Stuy Mobile Market, the Food Bank for New York City, and Gibney Dance. We’re proud of their commitment to enriching the lives of others, whether it be Aspiriant’s clients or the New York-based citizens who need it most.

Start a Dialogue with our New York wealth managers.

Lisa Colletti, JD, CFP®, Managing Director in Planning Strategy & Research at Aspiriant in New York

Lisa Colletti JD, CFP®
Managing Director in Exclusive Family Office, Partner

Carl Forster, Director in Investment Advisory at Aspiriant in New York

Carl Forster 
Director in Investment Advisory, Partner

David Grecsek, MBA, CFA®, Managing Director in Investment Strategy & Research at Aspiriant in New York

David Grecsek MBA, CFA®
Managing Director in Investment Strategy & Research, Partner

Adam Stanley, CFP®, CIMA®, MBA, Director in Wealth Management at Aspiriant in New York

Adam Stanley CFP®, CIMA®, MBA
Director in Wealth Management, Partner

Michael Weissman, CFP®, CIMA®, Director in Wealth Management at Aspiriant in New York

Michael Weissman CFP®, CIMA®
Director in Wealth Management, Partner