Mary Ellen

Director - Wealth Management, Partner at Aspiriant - Los Angeles, CA, US

Mary Ellen's Colleagues at Aspiriant
Nicholas Bugliosi

Associate - Wealth Management

Contact Nicholas Bugliosi

Jeffery Gadacz

manager investment advisory, principal

Contact Jeffery Gadacz

Thomas Tracy

chief client officer, partner, member of board of directors

Contact Thomas Tracy

Summer PHR

Chief People Officer

Contact Summer PHR

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Mary Ellen's Contact Details
HQ
310-806-4000
Location
Milwaukee, Wisconsin, United States
Company
Aspiriant
Mary Ellen's Company Details
Aspiriant logo, Aspiriant contact details

Aspiriant

Los Angeles, CA, US • 250 - 499 Employees
Investment Bank/Securities Brokerage

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/

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
Details about Aspiriant
Frequently Asked Questions about Mary Ellen
Mary Ellen currently works for Aspiriant.
Mary Ellen's role at Aspiriant is Director - Wealth Management, Partner.
Mary Ellen's email address is ***@aspiriant.com. To view Mary Ellen's full email address, please signup to ConnectPlex.
Mary Ellen works in the Investment Bank/Securities Brokerage industry.
Mary Ellen's colleagues at Aspiriant are Nicholas Bugliosi, Don Finsthwait, Jeffery Gadacz, Doug Hendrickson, Thomas Tracy, Summer PHR, Gregory Fasig and others.
Mary Ellen's phone number is 310-806-4000
See more information about Mary Ellen