
Meet Our Wealth Management Team in Boston
Planning for the future can be equal parts exciting and nerve-racking. By thinking long term, you’re challenged to think about events you can and can’t predict — events that can be highly emotional, complex, and even stressful in nature. At Aspiriant, we’re committed to making our clients feel good about what lies ahead, and that starts with proactive, intelligent, and empathetic planning.
Our Boston wealth managers provide comprehensive wealth management, financial planning, and investment management to high-net-worth individuals and families.
Outside of the office, Aspiriant’s Boston team is also highly active in the local community and prioritizes giving back. As part of Aspiriant’s annual Day of Giving initiative, the team has supported and volunteered with organizations such as Gibney Dance, the Food Bank for New York City, City Harvest and the Bed-Stuy Mobile Market, Together We Rise, and the Greater Boston Food Bank. We’re proud of their commitment to enriching the lives of others, whether it be Aspiriant’s clients or the Boston-based citizens who need it most.
connect with the Boston office
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Meet the Boston Team

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

Carl Forster
Director in Investment Advisory, Partner

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

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

Michael Weissman CFP®, CIMA®
Director in Wealth Management, Partner
Located in the Heart of Boston
800 Boylston St., Suite 16042
Boston, MA 02199
800 Boylston St., Suite 16042
Boston, MA 02199