What do you enjoy most about wealth management?
Connecting the dots for clients and allowing them to enjoy the rewards of all their hard work.
What's the biggest challenge?
Overcoming the stigma of greed and conflicts of interest associated with financial services.
What do you love most about being part of Aspiriant?
Waking up every day and knowing I am a part of an organization that is dedicated to changing the perception of our entire industry.
What professional accomplishments are you most proud of?
Becoming an owner of Aspiriant and helping build it into a national firm. My ultimate goal is for the world to recognize Aspiriant as the model for how financial services firms should be owned and operated.
What quality of yours makes you best suited to do what you do?
My ability to take very complex issues and pull them out of the weeds so clients can understand them easily.
How should people think about their wealth?
They should think about the tangible impact it can have on their lives and not as some abstract number on a piece of paper or spreadsheet.
What would you be doing if you weren't working for Aspiriant?
I can't imagine doing anything else. If I weren't working for Aspiriant, I would not be working for another financial services firm.
Carl has been providing investment and wealth management services to high net worth families since 2003. Carl is a Director and practice leader of the Investment Advisory practice within the Exclusive Family Office service offering and became a partner of Aspiriant in 2008. In addition to his day to day role of servicing clients’ investment specific needs, Carl is an elected member of Aspiriant’s Board of Directors where he chairs the Owner Affairs Committee and serves on the Nominating and Governance Committee.
Prior to Aspiriant, Carl joined Aspiriant predecessor firm Quintile Wealth Management as a Senior Associate in the Investment Advisory practice and was promoted to Manager in 2004 and Director in 2010. His primary focus entailed developing and executing asset allocation models based on clients’ goals and objectives.
Carl attended the Johns Hopkins University in Baltimore, Maryland, where he earned a B.A. in Psychology and was a four-year varsity letterman and captain of the Blue Jays baseball team his senior year. He and his wife, Kirsten, live in West Orange, N.J., with their daughter and son.