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 as a Director of Wealth Management. 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 is a member of Aspiriant’s Wealth Planning Committee, which is responsible for creating and maintaining the firm’s overall client service offering and experience. She is also a member of the Business Development Committee.
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 4 years in the firm’s Employee Benefits Tax and Consulting practices.
Lisa earned a BS degree in accounting at Fordham University and holds a JD degree from Fordham University School of Law. She is a member of the New York Bar Association and the Financial Planning Association. Lisa earned her Certified Financial Planner™ credential in 2001.
In her free time, Lisa loves to spend time with her husband and 3 children, attend their sporting events, read, listen to music, and go running with friends.