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Aspiriant Named Finalist in the 2023 Industry Awards

August 14, 2023

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Aspiriant Named Finalist in the 2023 Industry Awards

Aspirant executives recognized as finalist in two categories., a leading online resource for wealth management industry professionals, announced its 2023 Wealth Management Industry Award (Wealthies) finalists. The 2023 panel of independent judges from top names in the wealth management industry was tasked with determining the awards’ finalists and winners. From the more than 1,000 submissions, Aspiriant was named a finalist in two categories: Individual RIA Firm Leaders: Chief Executive Officer (CEO) of the Year and Chief Marketing Officer (CMO) of the Year. Our CEO, Rob Francais, and CMO, Cammie Doder were the firm’s esteemed finalists.

The Wealthies, created to recognize the companies, individuals and organizations that demonstrate outstanding achievement in support of financial advisor success, is the only awards program of its kind, so our submission was part of a rigorous process. In addition to achieving industry respect, notoriety and promoting diversity to become a finalist, Rob and Cammie were scored on the following criteria:

  • Chief Executive Officer of the Year
    • An individual who has displayed courage, vision, integrity and high performance in leading their firm through new challenges and opportunities this past year. They must have a demonstrable impact on their firm, the industry, and wealth management in general; external benchmarks such as customer value, business equity, generating shareholder value; employee engagement and leadership development.
  • Chief Marketing Officer of the Year
    • A person who has demonstrated vision, creativity, integrity, leadership, communication skills, messaging expertise, marketing prowess and high performance in enhancing the firm’s brand, generating new business and expanding the firm’s product and service set this past year. A leader with demonstrable impact on their firm, the industry, and wealth management in general; external benchmarks such as marketing campaigns, business growth, thought leadership content development, industry activism and leadership development.

The 9th Annual Industry Awards in-person ceremony will be held on September 7, 2023, in New York, NY. It’s an honor to be nominated as a finalist and we wish Rob and Cammie good luck.

Disclosures: Aspiriant did not pay a fee for consideration for the 2023 Industry Awards, which are determined by an independent panel of judges. See the Wealth Management Industry Awards website for more information on categories and criteria. Aspiriant was notified of finalist status on June 1 based on accomplishments from May 2022 through May 2023. The date of this award is September 7, 2023.

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