Aspiriant Names 4 Partners
As part of our vision to build a durable, independent wealth management firm with the talent of our people, Aspiriant is excited to announce the addition of four new partners to our partnership.
While almost all the firms of our size in this industry have chosen to sell their company to outside investors, Aspiriant has powerfully chosen a different path — to cycle the ownership of the firm to future generations of leaders, professionals and advisors. Our unique business model is to remain 100% employee-owned because we believe this is the most effective way to remain 100% aligned with the families we serve. Over the course of their careers at Aspiriant, each of this year’s class of new partners has demonstrated their commitment to the firm’s Core Values, and we welcome them into the partnership.
“It is truly gratifying to be able to provide the opportunity of ownership in Aspiriant to this talented group,” says Aspiriant CEO Rob Francais. “We look forward to many years of partnership together!”
Meet our new partners
The new partners, who were elected by the existing Aspiriant partner group, are:
Mindy Tankel, CFP® — Manager in Wealth Management — Los Angeles
With over 25 years of experience in the financial services industry and serving high net worth individuals and families, Mindy came to Aspiriant in 2017. Her career includes working at State Street Bank, Goldman Sachs Asset Management, Atalanta Sosnoff Capital Management and KLS Professional Advisors. She moved to Los Angeles in 2000, spending eight years at Loring Ward Capital Management where she was promoted to director of portfolio management. Today, Mindy serves approximately 35 families at Aspiriant. She’s also a member of the extended Planning Strategy & Research team, sharing her expertise in disability insurance and annuities. While raising her children, Mindy acquired the CFP designation and served as president of Friends of Wonderland, the fundraising arm of her local public school. She currently serves on the board of trustees for Temple Israel of Hollywood.
Orin Winick — National Director in Investment Advisory — Los Angeles
Following a career as an Emmy award-winning broadcast journalist, Orin transitioned to financial services and joined Aspiriant as a director with nearly two decades of experience serving high net worth individuals, families and foundations. Prior to joining Aspiriant in 2014, he spent nearly four years as a vice president in the Wealth and Investment Management division of Barclays and eight years as a senior advisor at Merrill Lynch. Today, Orin leads Aspiriant’s focus on growth throughout the country. In this role, he manages various teams that execute a strategic plan that helps define Aspiriant as one of the largest independent wealth management firms in America. Orin chairs the sponsorship committee for the Association of Corporate Growth board of directors in Los Angeles. He also serves on the board of trustees of the Chase Foundation, which focuses on Child Life services throughout the country for families of hospitalized children.
Michelle Nguyen, CPA, CFP® — Manager in Wealth Management — San Francisco
Michelle joined Aspiriant in 2017 and has over eight years of experience within the financial services industry helping families with their financial goals. Before Aspiriant, she was a tax manager at Deloitte where she focused on tax compliance and consulting for real estate partnerships, private equity investment partnerships and high net worth families. Michelle double-majored in accounting and hospitality at the University of San Francisco and earned a Master’s in Taxation at Golden Gate University. She has held her Certified Public Accountant credential since 2011 and earned her Certified Financial Planner™ (CFP) credential in 2017. Today, Michelle serves some of the firm’s largest and most financially complex families.
Corey Mader, CFA — Manager in Wealth Management — Milwaukee
Corey started his professional career at Aspiriant. He joined our firm in 2011, shortly after receiving his Bachelor of Business Administration degree from the University of Wisconsin-Milwaukee and completing the Investment Management Certificate Program. Today, Corey serves approximately 65 families and is also a member of the extended Planning Strategy & Research team. He earned the prestigious Chartered Financial Analyst® (CFA) designation in 2016 and is a member of the CFA Society of Milwaukee.