Forbes Next-Gen List

Aspiriant Women Advisors Earn Recognition

Family Wealth Report shortlists Aspiriant women in wealth management

Aspiriant’s place as a leader in the wealth management industry couldn’t be achieved without the great contributions of the many women professionals at our firm. Our deep inclusion of women among owners and managers has earned us a spot on the Family Wealth Report’s 2020 awards shortlist.

Aspiriant’s warm and intellectually inspiring culture of transparency, collaboration, client commitment and work-life balance attracts and honors women of top talent. Nearly half of the firm’s employees are women, with 45% serving clients. In addition, 32% of the firm’s partners are women, and some fill important leadership roles.

For example, managing directors Lisa Colletti and Sandi Bragar co-lead our Planning Strategy & Research team, which focuses on strengthening our wealth planning services and enhancing the client experience. Young Kim, managing director of Investment Operations, oversees a large team of people who handle the day-to-day financial transactions for our clients. Karen Blodgett chairs our board of directors, and Lorraine Fox is also a member.

With their talent and dedication to clients, it’s no wonder why Aspiriant women are regularly represented in national and regional lists of top wealth managers in the nation. And we’re working on an Inclusion and Diversity initiative to be sure we’re creating and nurturing a diverse workforce to serve clients years into the future.

“I feel privileged to work side-by-side with so many impressive women whose professional and personal accomplishments are truly inspiring. I know our unique perspective resonates with many of our clients as well as our next generation of advisors,” says Lisa. “I’m proud to be part of fostering this culture at Aspiriant.”

This is the second year in a row that Family Wealth Report has recognized Aspiriant for its leadership in women in wealth management. The Family Wealth Report provides industry intelligence to family office service providers. Final awards are decided by a prestigious panel of judges who focus on the nominees’ dedication to the client experience.