Partners Archives - Aspiriant The Leading Independent Wealth Management Firm

<Partners Archives - Aspiriant The Leading Independent Wealth Management Firm

Partners: Meet the owners.

Rob Francais Aspiriant CEO Photo

Rob Francais CPA

Chief Executive Officer, Partner

John Allen CFA^®, CAIA

Chief Investment Officer, Partner

Ken Anderson JD

Director in Wealth Management, Partner

Michael S. Angell CPA

Director in Wealth Management, Partner

Lisa Barnea | Director of Finance, Principal

Lisa Barnea

Director in Finance, Partner

Aspiriant Manager in Wealth Management

Ryan P. Benson CPA, CFP^®

Director in Wealth Management, Partner

Karen Blodgett MBA, CFP^®

Director in Wealth Management, Partner

Sandi Bragar CFP^®

Managing Director in Planning Strategy & Research, Partner

Marc Castellani | Investment Strategy & Research Image

Marc Castellani CFA^®, CAIA, CIMA^®

Managing Director in Investment Strategy & Research, Partner

Lisa Colletti Director - Wealth Management | Aspiriant

Lisa Colletti JD, CFP^®

Managing Director in Planning Strategy & Research, Partner

John Collins MBA, CFA^®

Director in Wealth Management, Partner

Sandra Conners CPA, CFP^®, CDFA™

Director in Wealth Management, Partner

Devin Cruise MBA, CFP^®

Manager in Wealth Management, Partner

IMAGE: Kelly Cruz | Director of Strategic Planning | Aspiriant | Los Angeles

Kelly Cruz JD

Director in Strategic Planning, Partner

Helen Dietz | Director of Wealth Management, Principal

Helen A. Dietz CFP^®

Director in Wealth Management, Partner

IMAGE | Cammie Doder | Aspiriant Director of Business Development | San Francisco

Cammie Doder MBA

Director of Marketing, Partner

Sherri Dorton

Director of Human Resources, Partner

IMAGE: Ray Edwards | Director - Tax Services | Aspiriant | Los Angeles

Raymond Edwards CPA

National Technical Tax Director, Partner

Gregory P. Fasig CFA^®, CFP^®

Director in Wealth Management, Partner

Mike Fitzhugh MBA, CFP^®

Director in Wealth Management, Partner

Carl Forster

Director in Investment Advisory, Partner

Lorraine Fox | Director - Wealth Management | Aspiriant

Lorraine Fox MBA

Director in Wealth Management, Partner

Michael V. Glowacki MBT

Director in Wealth Management, Partner

Brett Gookin JD, CFP^®

Director in Wealth Management, Partner

David Grecsek | Director - Investment Strategy and Research | Aspiriant | New York

David Grecsek MBA, CFA^®

Managing Director in Investment Strategy & Research, Partner

Andy Hamilton CFP^®

Director in Wealth Management, Partner

Doug Hendrickson

Chief Financial Officer, Partner

Lani Kapur CFP^®

Director in Wealth Management, Partner

Milwaukee | Director - Investment Advisory | Phil J. Kastenholz

Phil J. Kastenholz CPA, CFA^®

Director in Investment Strategy & Research, Partner

San Francisco | Managing Director - Investment Operations | Young Kim

Young Kim

Managing Director of Investment Operations, Partner

Ginny King JD

Director in Wealth Management, Partner

John Kirkpatrick MBA

Director in Wealth Management, Partner

Jason Kiss | DIrector - Wealth Management | Aspiriant

Jason Kiss CFA^®, CFP^®, CAIA

Director in Wealth Management, Partner

Kitchens

Linda K. Kitchens CFP®

Director in Wealth Management, Partner

Michael Kossman CPA

Chief Operating Officer and Chief Compliance Officer, Partner

mary-ellen-krueger-aspiriant-photo

Mary Ellen Krueger CIMA^®

Director in Wealth Management, Partner

Nathan S. Kublank CFP^®, CPWA^®, AEP^®

Director in Wealth Management, Partner

Nayan Lapsiwala | Director of Wealth Management at Aspiriant

Nayan Lapsiwala CFP^®, CFA^®, CAIA^℠

Director in Wealth Management, Partner

Los Angeles | Director - Investment Advisory | Sam Lee

Sam Lee MBA

Director in Investment Advisory, Partner

Bret Magpiong | Aspiriant Managing Director of Family Office | Los Angeles

Bret Magpiong MBA, CPA

Chief Practice Officer, Partner

Los Angeles | Director - Wealth Management | Nikki Michelini

Nikki Michelini CPA

Director in Wealth Management, Partner

Natalie Morella

Natalie Morrella CFP^®

Director in Wealth Management, Partner

David Muchow

David Muchow MBA, CFP^®

Director in Wealth Management, Partner

Gavin Neil CFA, CFP^®, MSFA

Manager in Wealth Management, Partner

Ryan T. Nelson

Director in Investment Advisory, Partner

Cincinnati | Director - Investment Advisory | Paul Nikolai

Paul Nikolai MBA, CFP^®

Director in Wealth Management, Partner

Peter Northrop

Director in Investment Operations, Partner

Los Angeles | Director - Wealth Management | Song Park

Song Park

Director in Wealth Management, Partner

Parkerson

Phillip Parkerson

Director in Investment Operations, Partner

Milwaukee | Director - Investment Advisory | John P. Petrie

John P. Petrie CPA, CFP^®, CIMA^®

Director in Wealth Management, Partner

Petrie

Mark D. Petrie CFA^®, CFP^®

Director in Wealth Management, Partner

Talia Pierluissi CFP^®, MBA

Director in Wealth Management, Partner

Marc Primiani JD, LL.M

General Counsel and Director in Strategic Planning, Partner

Melissa Punim JD, LL.M.

Director in Strategic Planning, Partner

Myles D. Rush CFP^®, M.S.

Director in Wealth Management, Partner

San Francisco | Director - Wealth Management | Greg Schick

Greg Schick CFP^®

Director in Wealth Management, Partner

Ben Schmidt

Director in Aspiriant Funds, Partner

Peter Schwartz CIMA^®

Director in Wealth Management, Partner

Adam Stanley Manager Investment Advisory Aspiriant Image

Adam Stanley CFP^®, CIMA^®, MBA

Director in Wealth Management, Partner

Los Angeles | Director - Strategic Planning | Clay R. Stevens

Clay R. Stevens JD, LL.M.

Director in Strategic Planning, Partner

Tom Tracy | Aspiriant Chief Client Officer

Tom Tracy MBA, CFA^®, CFP^®

Chief Client Officer, Partner

Minneapolis Director - Investment Advisory | Bradley A. Weber

Bradley A. Weber CPA

Director in Wealth Management, Partner

Michael Weissman CFP^®, CIMA^®

Director in Wealth Management, Partner

Jane Zaloudek | Director - Wealth Management | San Francisco

Jane Zaloudek MBA, CFP^®

Director in Wealth Management, Partner