Mike Lavalle JD

General Counsel, Partner

Meet Mike

What do you love most about being part of Aspiriant?

The people and the culture. Aspiriant seeks out and attracts exceptional individuals who value the alignment between clients and employees and the collaboration inherent in our business model. I greatly enjoy working with such like-minded individuals.

What professional accomplishments are you most proud of?

I led the expansion of a U.S. financial services firm into the U.K. from a legal and regulatory perspective. I enjoyed learning about the U.K. legal and regulatory system and the challenges associated with being a registrant there. I also built and trained a multinational legal team from the ground up during the thick of the COVID pandemic — a challenging but incredibly rewarding experience.

What quality of yours makes you best suited to what you do?

My undergraduate background in philosophy taught me how to think critically, ask the right questions and communicate complex ideas clearly — all essential to legal and strategic thinking.

How should people think about their wealth?

I think of wealth as an incredibly powerful tool that helps people achieve their goals. Not only for themselves, but also for their families and communities.

What do you love to do outside of work?

Outside of work, I spend most of my time with my wife and three children. We travel as much as possible and enjoy cooking, swimming, hiking and playing board games together. I also love reading about medieval and classical history (which my wife and kids occasionally try to feign interest in, for my benefit).

What would you be doing if you weren’t working for Aspiriant?

I would love to teach a law school class about the history and development of financial contracts, from antiquity through the present. While I’m still waiting for surging demand from law students for such a class (maybe when I retire), I find that the historical context adds real value to understanding complex issues.

What are some of your career highlights?

Early in my legal career, I had the opportunity to work on multiple IPOs from start to finish, gaining a deep understanding of securities offerings and regulatory processes. Over the years, I’ve structured and launched private fund vehicles across various jurisdictions, including Delaware, Ireland, Luxembourg and the Cayman Islands. I’ve also negotiated content acquisition and distribution agreements across the global media landscape, including for film, TV and digital platforms.

Please recap your education and accreditations.

I received my B.A. in Philosophy from the University of Michigan and earned my J.D. with a Certificate in Business Law from the UCLA School of Law. I’m also an active member of the State Bar of California.

Bio

Mike joined Aspiriant in 2023 as General Counsel and brings more than a decade of legal experience in the financial services and media industries. As a member of the firm’s Operating Committee and Information and Cybersecurity Committee, he advises on governance, regulatory and corporate matters, and works closely with Aspiriant’s Board of Directors.

Before joining Aspiriant, Mike was Head of Legal for Wilshire Advisors, a global financial services firm based in Santa Monica. There, he led an international legal team and advised senior management on regulatory compliance and cross-border operations in the U.S., U.K. and E.U. His earlier experience includes serving as Corporate Counsel to a media production and distribution company in Beverly Hills and practicing law at Latham & Watkins in Los Angeles, where he advised multinational companies, financial institutions and private equity firms on capital markets and M&A transactions.

Mike earned a B.A. in Philosophy from the University of Michigan and received his J.D. with a Certificate in Business Law from the UCLA School of Law.

He lives in South Pasadena, California, with his wife and three children. Together, they enjoy traveling, cooking and exploring the outdoors. Mike also has a deep interest in medieval and classical history, a passion he sometimes convinces his family to share — at least in theory.

Los Angeles Colleagues

Bryce Snell

Bryce Snell CFP®

Senior Associate in Wealth Management

Nolan Alinsod

Nolan Alinsod CIMA®

Associate in Investment Advisory

Nicole White

Nicole White CFP®

Senior Associate in Wealth Management

Mo Rouzegarian

Mo Rouzegarian MSc, EA

Senior Manager in Tax Services, Partner

Peter Correia

Peter Correia

Director in Accounting and Banking Services, Partner

Michael Wu

Michael Wu CFA®

Director in Investment Advisory, Partner

Laurie Flenner

Laurie Flenner

Director - Engagement & Development, Partner

Daniel Moas

Daniel Moas CFP®

Senior Manager in Wealth Management, Partner

Mike Lavalle

Mike Lavalle JD

General Counsel, Partner

Mike King

Mike King JD

Director in Wealth Management, Partner

Chris Kazmer

Chris Kazmer CPA, CFP®, CPWA®

Director in Wealth Management, Partner

Jenny Tsai

Jenny Tsai CPA, IFRS

Controller in Finance, Partner

Summer Hammons

Summer Hammons PHR

Chief People Officer, Partner

Jan Vega

Jan Vega CFP®, MBA

Director in Wealth Management, Partner

Rachel Lee

Rachel Lee JD

Director in Strategic Planning, Partner

Mindy Tankel

Mindy Tankel CFP®

Director in Wealth Management, Partner

Devin Cruise

Devin Cruise MBA, CFP®

Director in Wealth Management, Partner

Melissa Punim

Melissa Punim JD, LL.M.

Director in Strategic Planning, Partner

Doug Hendrickson

Doug Hendrickson

Chief Financial Officer, Partner

Marc Castellani

Marc Castellani CFA®, CAIA, CIMA®

Managing Director in Private Investments, Chair of the Board of Directors, Partner

John Allen

John Allen CFA®, CAIA

Chief Investment Officer, Partner

Song Park

Song Park

Director in Wealth Management, Partner

Sam Lee

Sam Lee MBA

Director in Investment Advisory, Partner

Ginny King

Ginny King JD

Director in Wealth Management, Partner

Michael S. Angell

Michael S. Angell CPA

Director in Wealth Management, Partner

Rob Francais

Rob Francais CPA

Chief Executive Officer, Member of Board of Directors, Partner

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