What do you enjoy most about wealth management?
Delivering value to clients.
What do you love most about being part of Aspiriant?
Exceptional work colleagues.
What was the most influential book you’ve read and why?
The Art of the Interview: Lessons from a Master of the Craft by Lawrence Grobel. An excellent book in terms of learning the best practices involved in interviewing anyone and effectively communicating in general.
How should people think about their wealth?
As Henry David Thoreau stated: “Wealth is the ability to fully experience life.”
What do you love to do outside of work?
Spending time with family and friends, philanthropy, reading history and biography books, autograph collecting, and exercise. Active volunteer with Stanford Alumni Mentoring, counseling various students.
Education and accreditations
- B.A. in Economics, Stanford University
- M.B.A., University of California, Los Angeles
Kuldip joined Aspiriant in 2015, as a Manager in the Investment Strategy & Research group. He has several years of experience in the finance and investments arena.
Prior to joining the firm, Kuldip was a Senior Associate with the Stanford Management Company, Stanford University’s endowment investment arm. He has also worked at Cambridge Associates, Citibank, and American Century Investments in the past.
Kuldip earned a BA degree in Economics with a minor in Statistics from Stanford University, plus an MBA degree from UCLA Anderson. In his spare time, he is an active volunteer with Stanford Alumni Mentoring, counseling various students. His personal interests include spending time with family and friends, philanthropy, reading history and biography books, autograph collecting, and exercise.