Wealth Planning

Avoid Liquidity Event Tax Traps

September 22, 2017

Jason Kiss
Jason Kiss

Director in Wealth Management, Partner

Jason joined Aspiriant in 2014 as a director of Wealth Management. He brings 20 years of experience in the financial services business serving high-net-worth individuals and families.

Before joining Aspiriant, Jason spent almost three years at Menlo Park financial advisory firm Brownson, Rehmus & Foxworth. Previously, he held a variety of investment positions at Bartlett & Co in Cincinnati, and TD Asset Management in Toronto.

Jason has an M.B.A. from Clemson University in South Carolina and a B.A. from the University of Western Ontario. He is a CFA® charterholder and CFP® certificant. He also holds the CAIA® designation.

Jason lives in Orinda with his family, where he and his wife coordinate transportation schedules for their three kids between swim meets, soccer games and winter ski trips. In their rare free time, they enjoy discovering the many pleasures of Northern California.

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Phil J. Kastenholz CFA®, CPA

Director in Investment Strategy & Research, Partner

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