Wealth Planning

Helping Your Community Heal Through Charity

June 8, 2020


Lisa Colletti
Lisa Colletti

Managing Director in Exclusive Family Office, Partner

Lisa Colletti, J.D., CFP®, serves some of Aspiriant’s largest and most complex client families. She has also played an important role in advancing and modernizing the client service experience across the firm. In 2021, she was named Managing Director of Aspiriant’s Exclusive Family Office.

Lisa joined Aspiriant’s New York office in 2011 and has worked in various leadership roles at Aspiriant while also advising clients. Lisa currently heads the strategy, growth and execution of our Exclusive Family Office group, which is a pioneer in the multifamily office space, providing clients with a multi-disciplinary, 360-degree view of their financial lives. With one of the largest and longest-tenured in-house teams, the group brings together strategic wealth planning which includes investment strategy, estate and philanthropic planning, income tax planning, family governance, and financial administration services to help clients make the best financial decisions for their families.

Ultimately, she works to help clients see the big picture, while mastering the details necessary to help clients with their estate planning. Her goal is to provide every client a comprehensive perspective, independent and objective advice, and solid support to help them achieve their financial goals and live life well.

Lisa has developed her expertise in comprehensive wealth management for affluent families since the mid-1990s. Prior to joining Aspiriant, Lisa worked as a director in the Private Client Advisor practice at Deloitte and Touche, where she began her wealth management career.

She completed her professional education at Fordham University, earning a bachelor’s degree in Accounting and a juris doctor (J.D.) degree from the School of Law. She is licensed to practice law in the state of New York, is a member of the Financial Planning Association, and earned the Certified Financial Planner designation in 2002.

Lisa has received numerous industry accolades and is frequently quoted in news publications such as The Wall Street Journal, Newsday, MarketWatch and USA Today.

Lisa lives in the suburbs of New York City with her husband and three children.


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Phil J. Kastenholz CFA®, CPA

Director in Investment Strategy & Research, Partner

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