Distinguished Alums:
Their influence remains strong.

Meet the Aspiriant Distinguished Alums.

Our People Leadership Partners Advisors Investment Team

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- Distinguished Alums
- Board of Directors

Locations
- Los Angeles
- San Francisco
- Austin
- Boston
- Cincinnati
- Milwaukee
- Minneapolis
- New York
- Orange County
- San Diego
- Silicon Valley

Ken Anderson

Founding Partner of Aspiriant

John Collins

Director in Wealth Management, Partner

Sherri Dorton

Former Partner of Aspiriant

Raymond Edwards

Former Partner of Aspiriant

Linda Fitz

Founding Partner of Kochis Fitz, Founding Partner of Aspiriant

Lorraine Fox

Director in Wealth Management, Partner

Michael V. Glowacki

Director in Wealth Management, Partner

Neil C. Hokanson

Former Partner of Aspiriant, Founding Partner of Hokanson Associates

Tim Kochis

Founding Partner of Aspiriant, Former Partner of Aspiriant

Michael Kossman

Former Partner of Aspiriant

Bret Magpiong

Former Partner of Aspiriant

Tim Reynolds

Former Partner of Aspiriant

Bob Wagman

Founding Partner of Aspiriant, Founding Partner of Quintile

Orin Winick

Former Partner of Aspiriant

Ken Wu

Former Partner of Aspiriant

Jane Zaloudek

Former Partner of Aspiriant

An exceptional community

Bright folks who have collectively worked on Aspiriant’s mission to bring clients a new class of wealth management that gives your family extraordinary insights, access and peace of mind for generations.

The inspiration for Aspiriant began in the late 1990s when newly affluent executives and their families needed help aligning their life goals with their assets; creating an investment strategy that reflected their personal vision; minimizing taxes; and integrating financial planning, estate planning, philanthropy and more into one cohesive view.

Affluent families were experiencing financial complexity, but no firm yet existed to help them. In 2008, our founders from LA-based Quintile and San Francisco-based Kochis Fitz, came together to establish that firm. These founders — including Rob Francais, Tim Kochis, Linda Fitz, Bob Wagman, Ken Anderson, and Marc Primiani — committed the rest of their careers to building Aspiriant and make critical contributions to our vision.

Our quest for a more comprehensive style of wealth management has attracted an exceptional community of team members, whose partnership over the years has shaped everything we do.

In 2010, our vision inspired Deloitte’s national investment practice to become part of Aspiriant. In 2015, San Diego-based Hokanson Associates, led by CEO Neil Hokanson, merged with Aspiriant. In 2016, Los Angeles-based Glowacki Group, led by CEO Mike Glowacki, merged with Aspiriant. In 2017, Silicon Valley-based Stanford Investment Group, led by CEO Helen Dietz, merged with Aspiriant. Everyone has his or her own story about how and why they became connected to the firm. Together, their stories create a larger narrative that unfolds in real time, as each new client and team member joins the Aspiriant family.

Clients come first.

Our quest for a more comprehensive style of wealth management has attracted an exceptional community of team members, whose partnership over the years has shaped everything we do.

In 2010, our vision inspired Deloitte’s national investment practice to become part of Aspiriant. In 2015, San Diego-based Hokanson Associates, led by CEO Neil Hokanson, merged with Aspiriant. In 2016, Los Angeles-based Glowacki Group, led by CEO Mike Glowacki, merged with Aspiriant. In 2017, Silicon Valley-based Stanford Investment Group, led by CEO Helen Dietz, merged with Aspiriant. In 2021, San Diego bases HearthStone Private Wealth Management, led by CEO Paul Hynes, merged with Aspiriant. In 2022, San Francisco based Murray, Stok & Co., led by Chris Murray, merged with Aspiriant. Everyone has his or her own story about how and why they became connected to the firm. Together, their stories create a larger narrative that unfolds in real time, as each new client and team member joins the Aspiriant family.

Next Up

Board of Directors

Distinguished Alums: Their influence remains strong.

Meet the Aspiriant Distinguished Alums.

Ken Anderson

Founding Partner of Aspiriant

John Collins

Director in Wealth Management, Partner

Sherri Dorton

Former Partner of Aspiriant

Raymond Edwards

Former Partner of Aspiriant

Linda Fitz

Founding Partner of Kochis Fitz, Founding Partner of Aspiriant

Lorraine Fox

Director in Wealth Management, Partner

Michael V. Glowacki

Director in Wealth Management, Partner

Neil C. Hokanson

Former Partner of Aspiriant, Founding Partner of Hokanson Associates

Tim Kochis

Founding Partner of Aspiriant, Former Partner of Aspiriant

Michael Kossman

Former Partner of Aspiriant

Bret Magpiong

Former Partner of Aspiriant

Tim Reynolds

Former Partner of Aspiriant

Bob Wagman

Founding Partner of Aspiriant, Founding Partner of Quintile

Orin Winick

Former Partner of Aspiriant

Ken Wu

Former Partner of Aspiriant

Jane Zaloudek

Former Partner of Aspiriant

Distinguished Alums:
Their influence remains strong.