What do you enjoy most about wealth management?
Connecting the dots for clients and allowing them to enjoy the rewards of all their hard work.
What’s the biggest challenge?
Overcoming the stigma of greed and conflicts of interest associated with financial services.
What do you love most about being part of Aspiriant?
Waking up every day and knowing I am a part of an organization that is dedicated to changing the perception of our entire industry.
What professional accomplishments are you most proud of?
Becoming an owner of Aspiriant and helping build it into a national firm. My ultimate goal is for the world to recognize Aspiriant as the model for how financial services firms should be owned and operated.
What quality of yours makes you best suited to what you do?
My ability to take very complex issues and pull them out of the weeds so clients can understand them easily.
How should people think about their wealth?
They should think about the tangible impact it can have on their lives and not as some abstract number on a piece of paper or spreadsheet.
What would you be doing if you weren’t working at Aspiriant?
I can’t imagine doing anything else. If I weren’t working for Aspiriant, I would not be working for another financial services firm.
- Director and principal of Quintile Wealth Management
- Helped grow Quintile’s assets under management from $1B to more than $2.5B in five years
- Helped integrate two platforms and close to $7B of AUM as part of Aspiriant-AIA consolidation
B.S. in Psychology (especially useful during the 2008 financial crisis!,) Johns Hopkins University
Carl is a Director in the Investment Advisory practice and became a Principal of the firm in 2008 upon the merger of Quintile Wealth Management and Kochis Fitz. Carl has over seven years of experience serving high net-worth individuals in the investment arena. In addition to his day to day role of servicing clients’ investment specific needs, Carl is a member of Aspiriant’s Investment Committee, the Private Equity Sub-Committee, and the Client Service Committee.
Prior to Aspiriant, Carl joined Quintile in 2003 as a Senior Associate in the Investment Advisory practice and was promoted to Manager in 2004 and Director in 2010. Carl had spent more than five years as an independent investment consultant serving mid-market clients. His primary focus entailed developing and executing asset allocation models based on clients’ goals and objectives.
Carl attended the Johns Hopkins University in Baltimore, Maryland, where he earned a BA in Psychology and was a four year varsity letterman and captain of the Blue Jays baseball team his senior year.