Planning Perspectives — Ways For Business Owners to Maximize Opportunities

A headshot of associate Lisa Borrelli. She has long black hair and she is wearing a black suit.
Lisa Borrelli, CPA, MT
  • Bryn Mawr Capital Management
< 1 min read
February 28, 2024
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A headshot of associate Lisa Borrelli. She has long black hair and she is wearing a black suit.
Lisa Borrelli, CPA, MT
  • Bryn Mawr Capital Management

Lisa Borrelli works with clients on planning areas such as asset allocation, cash management, lending, estate planning, income taxes, wealth preservation, and liability exposure. She joined the company in 2019.

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