Lisa M. Colletti, JD, CFP® in

Lisa M. Colletti, JD, CFP®

Critic · DISC type C
Managing Director - Exclusive Family Office, Partner at Aspiriant
📍 Garden City, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
29 Years
Current Role
Managing Director - Exclusive Family Office, Partner
Job Level
Mid-senior
Location
Garden City, New York, United States
Personality Overview

How Lisa shows up

ROI Driven
Information Seeker
Negotiator

They prefer to do logical analysis and value evidence over emotions. They are quite likely to negotiate on pricing or other key terms. They don’t appreciate bells and whistles unless backed by data.

Priorities

Topics Lisa cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2021
Managing Director - Exclusive Family Office, Partner
Aspiriant
1-2018 - 12-2020
Managing Director – Planning Strategy & Research, Partner
Aspiriant
1-2015 - 12-2017
Director of Planning, Principal
Aspiriant
7-2012 - 12-2015
Director - Wealth Management, Principal
Aspiriant
11-2011 - 6-2012
Director Wealth Management
Aspiriant
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1991 - 1995
JD
Fordham University School of Law
1987 - 1991
BS
Fordham University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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