Lisa M. Borrelli, CPA

Lisa Borrelli is a Wealth Planner at West Capital Management. In her role, Lisa works with clients on a variety of planning areas such as income tax and liability exposure, business planning, and trust and estate planning. Prior to joining West Capital management, Lisa was a Senior Tax Associate at BDO USA, LLP in the Private Client Services department; providing clients with cash flow and tax return analysis in addition to tax return preparation focusing on high net worth individuals and closely held businesses. Lisa is currently pursuing her Masters in Taxation (M.T.) at Villanova University and earned her B.S. in Accounting from the Haub School of Business at Saint Joseph’s University.

This entry was posted in . Bookmark the permalink.