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Lisa Marie Barbieri

Partner + Private Wealth Advisor

Capitol Private Wealth Group

United States, Minnesota, Washington

About Me

Lisa Marie Barbieri is a partner and private wealth advisor at Capitol Private Wealth Group, with 20+ years in financial services. Lisa Marie began her career in 1979, as a staff accountant with Gennaro A. Barbieri, CPA firm in CT. She transitioned to the telecommunications industry, in 1983 as an accountant for Data Switch International. After relocating to VA in 1999, she began her career in financial services as a registered representative with Aetna Investments in Fairfax, VA until it became ING Financial in 2001. She also worked as a Senior Loan Officer for Guarantee National Bank of Tallahassee, in Chantilly, VA, until they closed in 2001. Accepting a loan officer position with Ever

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Profile Information

Partner + Private Wealth Advisor

Capitol Private Wealth Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Washington

Minnesota

United States

Sep 23, 2025

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