Lili A. Vasileff

CERTIFIED FINANCIAL PLANNER™ professional, Registered Investment Advisor, Certified Divorce Financial Analyst™

Professional Training:

  • B.A. cum laude in economics and political science,
        Mount Holyoke College
  • Masters in International and Public Affairs, School of
        International and Public Affairs, Columbia University
  • Masters in European Relations, Institute of Political
        Sciences, Paris, France
  • Executive Management Education Program in
        International Investments, Stanford University Business
        School and London School of Business
  • Certified Financial Planning degree, College of Financial
        Planning
  • President and Owner of Money Matters!, a private financial
        planning firm
  • Certified in Interdisciplinary Collaborative Divorce
  • Advanced Training in Financial Issues in Collaborative Divorce
  • Qualified Expert Witness in CT

    Memberships and Associations:
  • President of the Association of Divorce Financial Planners, national
        not-for-profit organization
  • Founder and President of Allie's Place (SEPTA), a 501(c)3 organization providing
        post secondary full time program and respite care to
        special needs children upon their graduation at age 21 years.
  • Secretary on the Board of Directors of the Financial Planning Association,
        Greater New Haven chapter, CT
  • Member of the Financial Planning Association, national organization
  • Registered Investment Advisor with State of CT
  • Executive Board Member of the Friends of Yale-New Haven Children's Hospital
  • Member of the Institute of Divorce Financial Analysts
  • Member of the Academy of Financial Divorce Practitioners
  • Member of the Connecticut Council for Divorce Mediation and
        Family Dispute Resolution
  • Member of the National Speakers Association, CT chapter
  • Associate Member of the New Haven Bar Association
  • Associate Member of the Connecticut Bar Association
  • Member of the Board of Directors of the Esteemed Women's Foundation
  • Member of the International Academy of Collaborative Professionals (IACP)

    Professional Career Experience:
  • President and Owner of Money Matters!, private financial planning firm
        specializing in divorce financial planning and investments
  • Featured speaker/teacher for the Financial Divorce Association with Carol Ann
        Wilson; for January Term classes at Mount Holyoke College (4 years);
        Yale Law School (3 years)
  • Adjunct Faculty Member formerly at Quinnipiac University Lender
        School of Business
  • Held senior management positions with major Fortune 100 corporations in
        international finance, treasury, cash management, banking and technology
        consulting
  • Formerly designated workshop leader for minority and small business finance
        seminars for the U.S. Small Business Administration

    Awards and Honors:
  • Gold Level Certificate, Chapter Program Award, from the Financial Planners
        Association in recognition of exemplary leadership and volunteer service, 2006
  • Partners in Philanthropy Award, Association of Professional Fundraisers,
        nominated by Yale New Haven Hospital, 2006
  • The Institute of Divorce Financial Analysts' Salute for outstanding performance
        as member CDFA, March, 2005, acknowledgment in Divorce Magazine
  • Dr. Barbar Award, Yale-New Haven Children's Hospital, recognition award for
        outstanding volunteer service and dedication, 1996
  • Accepted in Who's Who of Entrepreneurs 2001 Directory
  • Accepted in Who's Who of American Women Directory every year since 2002