Celebrating Aspiriant’s New Partner Class of 2024

At Aspiriant, becoming a partner is more than a title — it is a forward-looking commitment to our clients, our people and the sustainable future of our firm. Spring has always been a significant season at Aspiriant, marking the time when we expand our partnership and further strengthen our commitment to our clients and the future. This year, we are proud to introduce three new partners who represent the ongoing growth and enduring values of our firm. Each new partner not only exemplifies Aspiriant’s core values but also strengthens our mission to deliver exceptional service to high-net-worth and ultra-high-net-worth families.

As a firm that is entirely employee-owned, Aspiriant is uniquely positioned to make decisions that are in the best interest of our clients and our team. With about one-third of our colleagues being owner-operators, we are one of the largest employee-owned wealth management firms in the nation. This structure allows us to maintain an independence that aligns our success directly with that of our clients.

This year’s new partners are based in our Los Angeles and Cincinnati offices, bringing with them a wealth of experience, strong credentials and a commitment to client service:

Peter Correia, Director in Accounting and Banking Services

Since joining Aspiriant in December 2021, Peter has been pivotal in transforming our Accounting and Banking Services into a key growth area. With over 15 years of experience in financial accounting for high-net-worth individuals and businesses, he previously held significant roles at various prestigious firms, including as a vice president of finance at a Beverly Hills family office. Originally from New York, Peter earned his bachelor’s degree in accounting from Loyola University New Orleans. Outside of work, he enjoys triathlons and marathons but his greatest joy comes from spending quality time with his wife and daughter.

Emily McMillen, Senior Manager in Client Service Operations

Emily joined Aspiriant in 2010, becoming an integral part of our team through a strategic merger with Deloitte. Her extensive background in financial services has greatly enhanced our client service operations, particularly in performance reporting and data analysis. Emily leads a dedicated team in Cincinnati, focusing on operational excellence. She is deeply involved in community work through her church and enjoys hiking and traveling with her family. Emily also takes pleasure in exploring new places, supporting her daughter’s basketball and maintaining an active lifestyle.

Michael Wu, Director in Investment Advisory

Michael has over two decades of experience in the financial services industry and joined Aspiriant in 2022. His expertise in creating tailored investment portfolios that align with family legacies and philanthropic goals has been a significant addition to our Exclusive Family Office service. Michael’s previous roles at GenSpring Private Wealth and Wilmington Trust add a depth of experience to his current position. He is an active volunteer in his community and enjoys coaching youth baseball, as well as skiing and playing golf.

“We are thrilled to welcome Peter, Emily and Michael to the partnership,” said Rob Francais, co-founder and CEO of Aspiriant. “Their diverse backgrounds and dedication to our clients play a crucial role in our firm’s ability to innovate and lead in the wealth management industry.”

As we welcome Peter, Emily and Michael into their new roles, we reaffirm our commitment to the principles that define Aspiriant. We aim to sustain our ownership model, ensuring independence for generations and maintaining complete alignment with the families we serve.