May 18, 2021
Building a wealth management firm that is sustainable through the generations of the clients we serve takes more than a powerful, clear vision — it requires a spirit of commitment to something bigger than ourselves.
Four Aspiriant employees recently made that commitment and became partners of the firm — Daniella Chuckran, Stephen Kawasaki, Cliff Loh and Jason Shemtob. They were voted in by the existing partners, expanding the ownership group to 73.
Aspiriant’s Spirit of Partnership contains seven pillars that support our mission and core values — ownership, unity, leadership, community, commitment, optimism and sustainability. When we adhere closely to them, there are few limits to what we can achieve together.
“Our spirit of partnership and shared core values bind together our greatest assets — our clients and people,” says Aspiriant CEO Rob Francais. “They form the foundation of our partnership and reflect who we are.”
Daniella Chuckran, MBA — Director of Marketing — San Diego
Daniella joined Aspiriant in 2018 and has 15 years of experience working in financial services. She is responsible for the implementation of the firm’s integrated marketing strategy across a broad range of functions, including digital marketing, brand management, public relations, communications and events. Prior to Aspiriant, Daniella oversaw marketing at Callan Capital and has held various marketing, growth and client service roles at Fidelity Investments, State Street and Crestwood Advisors. She earned her M.B.A. in marketing at Boston’s Northeastern University and her B.S. in finance and marketing from Fairfield University.
Stephen Kawasaki, CFA®, CAIA, CFP® — Senior Research Analyst in Investment Strategy & Research — Orange County
Stephen brings nearly a decade of investment management experience to his role as Senior Research Analyst. Joining Aspiriant in 2016, Stephen works with our Investment Strategy & Research team on asset allocation, investment strategy and manager selection decisions. Stephen earned a B.S. in financial planning with high honors from the University of Illinois, Urbana-Champaign. He holds the Chartered Financial Analyst® (CFA), Chartered Alternative Investment Analyst (CAIA) and Certified Financial PlannerTM (CFP®) designations. He is also a member of the CFA Institute.
Cliff Loh, CFP® — Manager in Wealth Management — Silicon Valley
Cliff is a wealth manager who came to us as part of the 2017 merger with Stanford Investment Group. He’s an Aspiriant Way champion, a group that helps drive best client service practices for all Aspiriant advisors. Prior to joining SIG, Cliff spent nine years at Financial Engines, a fintech pioneer, rising in the product team to be a principal product manager. He received his B.S. and M.S. degrees in industrial engineering from Stanford University and earned his CFP credential while at Aspiriant. Outside of work, he is active in the Financial Planning Association of Silicon Valley and volunteers for the Commonwealth Club. He values these opportunities to keep him exposed to current thought leaders, both in wealth management and the greater community.
Jason Shemtob, CFP® — Manager in Wealth Management — San Francisco
Jason joined Aspiriant in 2015 as an associate in Wealth Management, bringing with him six years of experience within the financial services industry, four of those years dedicated to serving high net worth individuals and families. In addition to his client service responsibilities, Jason is a member of Aspiriant’s Gen NOW Committee and Salesforce Platform Committee. Jason earned a B.S. degree in psychology from Syracuse University, graduating cum laude. Following college, Jason served as an AmeriCorps volunteer in Watsonville, Calif., then earned a Master’s in finance from Golden Gate University.
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