Aspiriant

Investment Bank/Securities Brokerage - Los Angeles, CA, US

Aspiriant Senior Management
John Petrie

Managing Director - Total Wealth Management, Partner

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Shanda Gentry

Managing Director of Compliance & Records Management

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Dave Grecsek

Managing Director/Director

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Lisa Colletti

Managing Director - Exclusive Family Office, Partner

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Young Kim

Managing Director - Investment Operations

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Rob Francais

Chief Executive Officer

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Helen Dietz

Managing Director in Total Wealth Management, Partner

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Michael Leroy

Director & Chairman of the Audit Comm.

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Aspiriant Details

Without a keen sensor, you might reach the conclusion that all wealth management firms are sort of similar. We think that would be a mistake.At Aspiriant, we've invested a vast amount of thought and energy into structuring our firm to be unique – and better. Aspiriant's clients benefit from the intellectual ferocity, loyalty and passion of our people. You see, Aspiriant is built to attract the most talented people in wealth management and make them owners, so they stay forever. We've structured our firm to look and operate like no other in the business and to create a phenomenal experience for the people we serve.Every client gets institutional-grade investment management, masterminded by our deep in-house research team. From there, we add some of the most meticulous and invigorating financial planning you can find, performed by our own dedicated team of caring specialists. There is much more, if and when you need it: tax management, estate planning, philanthropy, and more.Like what you hear? Follow us here or give us a call. We'll talk.DISCLAIMER: http://aspiriant.com/social-media-disclaimers/

Aspiriant logo, Aspiriant contact details
Website: aspiriant.com
Employees: 250 - 499
HQ: 310-806-4000
Location: Los Angeles, CA, US
Revenue: 20 - 50 Million
Comprehensive Wealth Management for Individuals and Families Investment Management Financial Planning Estate Planning Philanthropy Tax Planning Expense Management Family Office Services Risk Management Managing Concentrated Stock Wealth Wealth Management Family Office Charitable Giving Concentrated Stock Wealth Compensation Structuring Legacy Planning Succession Planning Wealth Transition Retirement Planning Insurance Review Foundation Management Bill & Debt Management Stock Options Startup Equity Bill & Debt Management Investment Bank/Securities Brokerage Management Investment Open-ended Investment Banking Asset Management Finance
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