Lisa Pileggi

Lisa Pileggi brings over 20 years of experience in public accounting, tax strategy, and financial leadership. As the leader of the Valley Forge Family Office group, she guides a team dedicated to delivering thoughtful, integrated financial solutions for families, entrepreneurs, and mission-driven organizations.

Her approach is both relationship-driven and forward-looking—grounded in a deep understanding of the people behind the numbers. Lisa is known for creating clarity within complexity, designing systems that bring structure, confidence, and long-term alignment to financial decision-making. She has a unique ability to connect strategy with purpose while fostering meaningful collaboration across clients, advisors, and generations.

Lisa was drawn to Mane Techniques through a genuine belief in its mission, vision, and leadership. Having witnessed its growth, she recognizes both its impact and its potential, and is committed to supporting its continued evolution with thoughtful guidance and perspective.

She earned her Bachelor of Science in Accounting from Cabrini College and is a Certified Public Accountant (CPA). Lisa lives in Huntingdon Valley with her husband, Matt, and their two children, William and Olive. Outside of work, she values time with her family and can often be found supporting her children’s passions, from athletics to dance.