Lisa Borrelli, CPA, M.T.

Lisa Borrelli is a Wealth Planner at Bryn Mawr 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 our organization, 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 received her Master’s in Taxation (M.T.) and a certificate in Estate Planning from the Charles Widger School of Law at Villanova University and earned her B.S. in Accounting from the Haub School of Business at Saint Joseph’s University.