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Aspiriant Presents: The New Partner Class 2023

June 20, 2023

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Aspiriant Presents: The New Partner Class 2023 | Wealth Management

In May eight team members were elected to Aspiriant’s ownership group. The new partner group of 2023 embodies the core values of our firm and, by becoming a partner, demonstrates their commitment to maintaining both the sustainability of Aspiriant’s business model and its independence. The newly named partners represent some of our firm’s key markets in San Francisco, Los Angeles, Orange County, and Milwaukee. They each have impressive track records, strong credentials, and diverse backgrounds to further enhance Aspiriant’s dedication to serving high-net-worth and ultra-high-net-worth families across the country.

Aspiriant’s unique 100% employee ownership model allows us to make objective decisions that truly benefit our clients and employees. Because our employees are financially invested in our firm – our clients’ success is our success. Today, Aspiriant has more than a third of our employees as partners of the firm and is one of the largest employee-owned firms with meaningful scale in the nation.

“We are excited to welcome this year’s class of partners,” said Rob Francais. “Each year, the appointment of new partners serves as a commitment to the sustainable future of our firm. These partners possess the values that Aspiriant was built upon and will play an active role as our firm continues to break the mold in the wealth management industry.”

Becoming a partner is more about the future than it is about the past. Partnership represents a long-term commitment made between our partners and the organization that supports Aspiriant’s mission. Our spirit of partnership and core values bind together our greatest assets — our clients and our people — and reflect who we are.

Meet the new partners

Presenting the Aspiriant Partner Class of 2023:

Dawn Baca, J.D., LL.M. – Director in Strategic Planning (Orange County)

Dawn joined Aspiriant in 2016 as a senior associate in strategic planning. For over 10 years her legal career has been focused on transfer tax planning including multi-generational wealth transfers, planning for business owners, and charitable planning for high and ultra-high-net worth individuals and families.

Lynne Born – Chief Practice Officer (San Francisco)

Lynne is responsible for leading all client service lines across the country encompassing client growth, strategic planning, service delivery and optimal resource allocation. She specializes in strategic planning, business development initiatives to grow revenue while concurrently coaching the next generation, and succession strategies to resolve interrelated objectives for all generations of the firm or family.

Laura Boucher, MBA, CPA – Manager in Fund Administration (Milwaukee)

Laura oversees regulatory and financial operations of the Aspiriant Trust family of funds. Laura’s industry experience dates back to 2005 and includes fund accounting, fund administration, and public accounting.

Teresa Greenip, CFP® – Manager in Wealth Management (San Francisco)

Teresa joined Aspiriant in 2019 after a 14-year career in corporate finance. She became a manager at the firm in 2021. Her areas of expertise include financial planning, developing equity compensation, education planning and retirement planning.

Camila Kremer, CFA®, CAIA – Sr. Research Analyst in Investment Strategy & Research (Los Angeles)

Camila joined Aspiriant in 2019 as a Research Analyst on the Investment Strategy & Research team. She has more than 11 years of experience within the investment management industry working with both private and institutional clients.

Nick Ruzette, CFP® – Manager in Wealth Management (San Francisco)

Nick joined Aspiriant at the end of 2014 as an associate in Investment Operations. He transitioned to the Wealth Management team in the beginning of 2017. He has more than nine years of experience working in financial services, including seven years working with high-net-worth individuals and families.

Matt Sharp, CFP® – Manager in Wealth Management (San Francisco)

Matt joined Aspiriant in 2017 as an associate in Wealth Management. He has over seven years of experience serving high net-worth individuals and families within the financial services industry.

Jenny Tsai, CPA – Controller (Los Angeles)

Jenny joined the finance team in 2021 and brings more than 20 years of accounting experience to the firm. Jenny is a collaborator at heart and leads with a process-improvement mindset. Since joining the firm, Jenny has made a significant impact by working with internal departments to implement processes to increase accounting efficiencies.

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