What do you enjoy most about wealth management?
Working with clients to understand their entire life, then helping them make the right financial decisions.
What’s the biggest challenge?
Choosing between wealth management firms can be confusing. But firms are very different. The challenge is helping each prospective client understand the differences and find the right firm…even if it’s not Aspiriant.
What do you love most about being part of Aspiriant?
The people. My colleagues are interesting and passionate. Our clients, too. They’ve all built businesses or families or contributed to the community in some powerful way.
What professional accomplishments are you most proud of?
Being a principal at Aspiriant. I am proud to own a company that is committed to leading our industry.
What quality of yours makes you best suited to do what you do?
I love listening to people tell their stories. That’s the root of providing great personal service.
How should people think about their wealth?
It’s there for them to enjoy, to create opportunities, to be generous with, but not to be a burden.
What do you love to do outside of work?
I love being a mom. I also love to be active and social. Yoga, paddleboarding, skiing, anything in water and snow.
What would you be doing if you weren’t at Aspiriant?
Teaching surfing in Costa Rica with my daughters and husband, of course.
Education and accreditations
- B.S. in Business Administration, University of Southern California (Go Trojans!)
- M.B.A., University of California, Los Angeles
Cammie joined Aspiriant in 2005 as Director of Business Development. As part of her sales and marketing responsibilities, Cammie is often the first point of contact for prospective clients, introducing Aspiriant’s services and assisting them as they go through their discovery process. She is passionate about helping people find the right wealth management solution for their needs. Cammie is also a fervent brand champion at Aspiriant, helping ensure we live up to our brand promise.
Cammie is a member of the Aspiriant Managing Committee. She also serves on the Professional Advisor League for the Silicon Valley Community Foundation.
Prior to joining Aspiriant, Cammie was the Vice President of Fundraising and Investor Relations with the Real Estate Private Equity division at RS Investments. Cammie’s experience in the financial services industry also includes co-heading the Venture Capital Services Group at Piper Jaffray. And before that, she was part of the Private Client Services group at Lehman Brothers.
Cammie earned a BS degree in Business from the University of Southern California and an MBA from The Anderson School at University of California–Los Angeles.