John Petrie

Managing Director - Total Wealth Management, Partner at Aspiriant - Los Angeles, California, US

John Petrie's Colleagues at Aspiriant
David Muchow

Director - Wealth Management, Partner

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Benjamin Schmidt

Director of Aspiriant Funds

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Jason Stujenske

Associate - Aspiriant Funds

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Nate Kublank

Director - Wealth Management

Contact Nate Kublank

Arek A

Systems Administrator

Contact Arek A

Jill Haugse

Senior Portfolio Administrator

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Gabrille Lau

Staff Accountant

Contact Gabrille Lau

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John Petrie's Contact Details
Email (Verified)
***@aspiriant.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
(310) 806-4000
Location
Milwaukee, Wisconsin, United States
Company
Aspiriant
John Petrie's Company Details
Aspiriant logo, Aspiriant contact details

Aspiriant

Los Angeles, California, US • 257 Employees
Investment Bank/Securities Brokerage

We’re Aspiriant, a national, independent wealth management firm that is 100% employee owned. We focus on creating clarity and peace of mind for our clients. We’ve invested a vast amount of thought and energy into structuring our firm and business model to be unique and sustainable – and focused on growing with you to match your financial complexity. To help you realize your vision for your life, our team of experts integrate financial planning, investment management and ongoing execution. There is much more, if and when you need it: tax management, estate planning, philanthropy, and more. Like what you hear? Follow us here and reach out to us.

Wealth Management Australia Independent Wealth Management Financial Planning Investment Management Services Tax Management Estate Planning Philanthropy Sustainable Wealth Management
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Frequently Asked Questions about John Petrie
John Petrie currently works for Aspiriant.
John Petrie's role at Aspiriant is Managing Director - Total Wealth Management, Partner.
John Petrie's email address is ***@aspiriant.com. To view John Petrie's full email address, please signup to ConnectPlex.
John Petrie works in the Investment Bank/Securities Brokerage industry.
John Petrie's colleagues at Aspiriant are David Muchow, Benjamin Schmidt, Jason Stujenske, Nate Kublank, Arek A, Jill Haugse, Gabrille Lau and others.
John Petrie's phone number is (310) 806-4000
See more information about John Petrie