People Moves

Los Angeles Wealth Management Firm Names Principal

Eliane Chavagnon Reporter 16 November 2012

Los Angeles Wealth Management Firm Names Principal

Los Angeles-headquartered Aspiriant has appointed its New York-based director of wealth management, Lisa Colletti, as a principal of the firm.

Colletti has served as wealth management director in New York since joining the firm last year. She has 13 years of industry experience including in tax and estate planning.

Prior to joining Aspiriant, she was a director within the private client advisor practice at Deloitte & Touche. She began her career at Deloitte in 1995.

Aspiriant is fully-owned by its employees and has over $7 billion in assets under management and advisement. Colletti represents its 42nd owner.

The firm has offices in San Francisco, CA, Boston, MA, Milwaukee, WI, Cincinnati, OH, Minneapolis, MN, and New York.

 

 

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