Contact
New York NY, 10018
212-625-1200
Lisa Rosenstein, CPA®
Tax Planner
“I had the desire to pivot into the wealth management industry after working in the Private Equity and Venture Capital space for several years. The tax planning team has been a great opportunity to combine working with high net worth clientele individually paired with my fund accounting expertise.”
“My favorite part of the job is collaborating with clients about their long-term goals to improve their tax planning strategy over time. I enjoy figuring out how to fit current regulations from both a compliance and a more long-term perspective!”
“When I’m not working, I like spending time swimming, kayaking, and being outside in nature. I also love visiting a museum, an art exhibit, and having a great meal in a new city, town or country.”
8 Years
BS in Accounting. Certified Public Accountant.
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