Friday, November 16, 2012

Aspiriant Investment Advisors Names Lisa Colletti

Lisa Colletti, director of wealth management in the New York office of Aspiriant Investment Advisors, has been named a principal of the firm.

Colletti joined its New York office in 2011 as a director of wealth management. She has 13 years of experience in serving the comprehensive wealth management needs of affluent families, and has expertise in investment financial planning and tax and estate planning. Prior to joining the company, she worked in the private client advisor practice at Deloitte & Touche as a director. She began her career at Deloitte in 1995. -Business Wire