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Lisa 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 since it was founded in 2016. Lisa Marie began her career in 1979, as a staff accountant with Gennaro A. Barbieri, a CPA firm in Connecticut. She transitioned to the telecommunications industry in 1983 as an accountant for Data Switch International. After relocating to Virginia in 1999, she began her career in financial services as a Registered Representative with Aetna Investments in Fairfax, Virginia until it became ING Financial in 2001. She has been a financial advisor for over 23 years. Lisa also worked as a Senior Loan Officer for Guarantee National Bank of Tallahassee, in Chantilly, Virginia fr
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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

May 16, 2024

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