Lisa Colletti

Managing Director - Exclusive Family Office, Partner at Aspiriant - Los Angeles, CA, US

Lisa Colletti's Colleagues at Aspiriant
Michael Weissman

Director - Wealth Management, Partner

Contact Michael Weissman

Adam Stanley

Director - Wealth Management, Partner

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Pete Schwartz

Director - Wealth Managment, Partner

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Shanda Gentry

Managing Director of Compliance & Records Management

Contact Shanda Gentry

John Petrie

Managing Director - Total Wealth Management, Partner

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David Muchow

Director - Wealth Management, Partner

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Lisa Colletti's Contact Details
HQ
310-806-4000
Location
Garden City, New York, United States
Company
Aspiriant
Lisa Colletti's Company Details
Aspiriant logo, Aspiriant contact details

Aspiriant

Los Angeles, CA, US • 250 - 499 Employees
Investment Bank/Securities Brokerage

Without a keen sensor, you might reach the conclusion that all wealth management firms are sort of similar. We think that would be a mistake.At Aspiriant, we've invested a vast amount of thought and energy into structuring our firm to be unique – and better. Aspiriant's clients benefit from the intellectual ferocity, loyalty and passion of our people. You see, Aspiriant is built to attract the most talented people in wealth management and make them owners, so they stay forever. We've structured our firm to look and operate like no other in the business and to create a phenomenal experience for the people we serve.Every client gets institutional-grade investment management, masterminded by our deep in-house research team. From there, we add some of the most meticulous and invigorating financial planning you can find, performed by our own dedicated team of caring specialists. There is much more, if and when you need it: tax management, estate planning, philanthropy, and more.Like what you hear? Follow us here or give us a call. We'll talk.DISCLAIMER: http://aspiriant.com/social-media-disclaimers/

Comprehensive Wealth Management for Individuals and Families Investment Management Financial Planning Estate Planning Philanthropy Tax Planning Expense Management Family Office Services Risk Management Managing Concentrated Stock Wealth Wealth Management Family Office Charitable Giving Concentrated Stock Wealth Compensation Structuring Legacy Planning Succession Planning Wealth Transition Retirement Planning Insurance Review Foundation Management Bill & Debt Management Stock Options Startup Equity Bill & Debt Management Investment Bank/Securities Brokerage Management Investment Open-ended Investment Banking Asset Management Finance
Details about Aspiriant
Frequently Asked Questions about Lisa Colletti
Lisa Colletti currently works for Aspiriant.
Lisa Colletti's role at Aspiriant is Managing Director - Exclusive Family Office, Partner.
Lisa Colletti's email address is ***@aspiriant.com. To view Lisa Colletti's full email address, please signup to ConnectPlex.
Lisa Colletti works in the Investment Bank/Securities Brokerage industry.
Lisa Colletti's colleagues at Aspiriant are Michael Weissman, Adam Stanley, Pete Schwartz, Shanda Gentry, Dean McKenzie, John Petrie, David Muchow and others.
Lisa Colletti's phone number is 310-806-4000
See more information about Lisa Colletti