What do you enjoy most about wealth management?
Creating peace of mind for clients.
What’s the biggest challenge?
Arriving at the best financial solution that is consistent with a client’s personal goals and emotions. That requires a lot of thought and communication.
What do you love most about being part of Aspiriant?
The people. Our team is a smart, passionate and caring bunch.
What professional accomplishments are you most proud of?
I’ve had to make some challenging career decisions along the way to remain true to myself. I’m proud of that.
What quality of yours makes you best suited to what you do?
I love taking care of people.
How should people think about their wealth?
“To whom much is given, much is required.”
What do you love to do outside of work?
Beyond the occasional run or trip to the hot yoga studio, my current passion is guiding my three children as they discover their own passions.
- Admitted to the New York State Bar
- Achieved CFP® Designation
- Becoming director at Deloitte
- Becoming a principal of Aspiriant
What was the most influential book you’ve read and why?
Oh, the Places You’ll Go! by Dr. Seuss. It’s got great insight and inspiration for every age and stage of life.
What personal accomplishments are you most proud of?
Graduating from Fordham Law School’s evening program while working full time. Crossing the finish line at the NYC marathon as my family cheered me on.
Education and accreditations
- B.S. in Accounting, Fordham University
- J.D., Fordham University School of Law
Lisa joined Aspiriant’s New York office in 2011. She has developed her expertise in comprehensive wealth management by serving the varied needs of affluent families since 1999.
In addition to her client service responsibilities, Lisa serves as a Managing Director in Aspiriant’s Planning Strategy & Research group, which is responsible for creating a best-in-class wealth management experience for clients and advisors alike. Ultimately, she works to help clients see the big picture, while mastering the details necessary to make strong financial decisions for themselves and their families. Her goal is to provide every client a comprehensive perspective, independent and objective advice, and solid support to help them achieve their financial goals, have peace of mind and live life well.
Prior to joining Aspiriant, Lisa worked in the Private Client Advisor practice at Deloitte and Touche as a Director. She began her career in wealth management at Deloitte in 1999 after working for four years in the firm’s Employee Benefits Tax and Consulting practices.
Lisa completed her professional education at Fordham University, earning a bachelor’s degree in Accounting and a Juris Doctor 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 PlannerTM designation in 2001. Lisa is frequently quoted in financial news publications such as Wall Street Journal, Newsday, Market Watch and USA Today.