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Regina Wohl CFA®, MBA
Manager in Wealth Management

Regina Wohl | Manager of Wealth Management at Aspiriant

What do you enjoy most about wealth management?

Being able to help clients achieve their goals.

What’s the biggest challenge?

Keeping clients focused on the long-term, and getting them to think in terms of earning enough to achieve their goals and not solely on performance.

What do you love most about being part of Aspiriant?

The intimate environment at Aspiriant allows me to take a hands-on, personal approach to wealth management.

What professional accomplishments are you most proud of?

Achieving my CPA® and CFA® designations.

What quality of yours makes you best suited to what you do?

I am very detail-oriented and enjoy working out multiple scenarios to help our clients achieve their goals.

What do you love to do outside of work?

Exploring the myriad parks and trails in the San Francisco Bay Area with my husband.

What would you be doing if you weren’t working for Aspiriant?

Traveling the country taking in games at all the Major League Baseball stadiums with my husband.

What personal accomplishments are you most proud of?

Marrying the love of my life.

Education and accreditations

  • B.B.A., Accounting, Cleveland State University
  • M.B.A., Banking and Finance, Weatherhead School of Management at Case Western Reserve University
  • CFA®
  • CPA (Inactive)

Gina brings extensive experience in portfolio management, client relations, investment analysis and compliance. She works with Aspiriant’s wealth advisors to manage client portfolios and ensure that asset allocations remain consistent with each client’s objectives. Regina joined Aspiriant in 2017 along with Stanford Investment Group. In addition to helping with client portfolios, she served on the firm’s investment team at SIG.

Gina has always been motivated to help clients achieve their goals. After stints in more corporate settings, she finds the intimate environment at Aspiriant more conducive to her hands-on, personal approach to portfolio management. Having a relationship with the people she helps makes the work all the more rewarding.

Prior to joining SIG in 2014, Gina served as Senior Portfolio Manager with Key Private Bank in Cleveland, Ohio; Portfolio Manager for Victory Capital Management; and Compliance Specialist and Audit Manager for KeyCorp. As a Chartered Financial Analyst® (CFA), she is a member of the CFA Institute and CFA Society San Francisco.

Regina holds a Bachelor of Business Administration in accounting from Cleveland State University and a Master of Business Administration in Banking and Finance from Weatherhead School of Management at Case Western Reserve University.

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