Aspiriant, an independent wealth management firm headquartered in Los Angeles, has promoted attorney and certified financial planner Lisa Colletti to the position of managing director of the firm’s Exclusive Family Office (EFO), according to a news release.
Aspiriant's EFO brings together financial planning, investment strategy, estate planning, tax planning, philanthropic strategy and bill pay services. In her new role as its managing director, Colletti will lead the strategy, growth and execution of EFO services nationwide.
Colletti joined Aspiriant in 2011 as a director in wealth management, responsible for helping to build out the firm’s EFO services in New York. In 2014, Aspiriant appointed her to chair the firm’s wealth planning committee, and in 2018 promoted her to managing director of the planning strategy and research group. Prior to joining Aspiriant, Colletti was a director in the private client advisor practice at Deloitte, where she began her career in the mid-1990s.
Since 2015, Aspiriant’s EFO has been the fastest growing segment of the firm’s business, with 42 experts located in offices nationwide. The firm has more than $13 billion in assets under management and advisement, and provides a full range of wealth management services to more than 1,700 individuals, families and institutions throughout the country.