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
A mockup of an embedded digital video player. A transparent "Play" icon is superimposed over a photograph of a road extending into the horizon. The publication's title "Planning Perspectives" is emblazoned above. The image is overlaid with a blue mezzotint pattern reminiscent of the texture of dollar bills.
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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