Aspiriant Company
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Aspiriant Employees
Employee
Years
Job
Industry
Linda Fitz Linda Fitz's Aspiriant Experience August 1991 - Present
Job DirectorWealth Management at Aspiriant
Industry Financial Services
Experience
Aspiriant August 1991 - Present
Deloitte & Touche June 1985 - June 1991
Skills
Comprehensive Wealth..., Wealth Transfer, Education Planning, Stock Option..., Asset Management, Strategic Financial..., Wealth Management..., Venture Capital, Investments, Wealth, Asset Managment, Financial Planners
Education
UC Berkeley
BA, English, History
UCLA
PFP Designation, Financial Planning
Aspiriant August 1991 - Present
Deloitte & Touche June 1985 - June 1991
Skills
Comprehensive Wealth..., Wealth Transfer, Education Planning, Stock Option..., Asset Management, Strategic Financial..., Wealth Management..., Venture Capital, Investments, Wealth, Asset Managment, Financial Planners
Education
UC Berkeley
BA, English, History
UCLA
PFP Designation, Financial Planning
Joseph Maniego Joseph Maniego's Aspiriant Experience February 2014 - Present
Job Portfolio Administrator at Aspiriant
Industry Financial Services
Experience
Aspiriant February 2014 - Present
Fisher Investments May 2012 - December 2013
Fisher Investments August 2010 - May 2012
Fisher Investments August 2007 - August 2010
Skills
Securities, Asset Management, Equities, Investments, Portfolio Management, Bloomberg
Education
San Francisco State University 2005 — 2007
Political Science
Aspiriant February 2014 - Present
Fisher Investments May 2012 - December 2013
Fisher Investments August 2010 - May 2012
Fisher Investments August 2007 - August 2010
Skills
Securities, Asset Management, Equities, Investments, Portfolio Management, Bloomberg
Education
San Francisco State University 2005 — 2007
Political Science
Danyelle McBroom Danyelle McBroom's Aspiriant Experience December 2013 - September 2014
Job Staff Writer at Rutherford Sports & Entertainment
Industry Entertainment
Experience
Rutherford Sports & Entertainment June 2013 - Present
Rutherford Sports & Entertainment March 2013 - Present
Rutherford Sports & Entertainment February 2013 - Present
Unlikely Heroes November 2014 - November 2014
Airmedia LLC October 2014 - November 2014
The Wrap October 2014 - October 2014
Aspiriant December 2013 - September 2014
Madison Films July 2013 - July 2013
MysticArt Pictures March 2013 - April 2013
MysticArt Pictures March 2013 - April 2013
Skills
Final Cut Pro, Customer Service, Microsoft Office, Social Media, Facebook, Social Networking, Creative Writing, PowerPoint, Video Editing, Microsoft Word, Video Production, iMovie, Tumblr, Public Speaking, Film, Editing, Blogging, Photography, Entertainment, Film Production, Microsoft Excel, Mac, Research, Teamwork, Video, YouTube, Acting, Time Management, Sales, Videography, Screenwriting
Education
University of Florida 2005 — 2009
Bachelor of Arts, 2009
University of Florida 2005 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
Rutherford Sports & Entertainment June 2013 - Present
Rutherford Sports & Entertainment March 2013 - Present
Rutherford Sports & Entertainment February 2013 - Present
Unlikely Heroes November 2014 - November 2014
Airmedia LLC October 2014 - November 2014
The Wrap October 2014 - October 2014
Aspiriant December 2013 - September 2014
Madison Films July 2013 - July 2013
MysticArt Pictures March 2013 - April 2013
MysticArt Pictures March 2013 - April 2013
Skills
Final Cut Pro, Customer Service, Microsoft Office, Social Media, Facebook, Social Networking, Creative Writing, PowerPoint, Video Editing, Microsoft Word, Video Production, iMovie, Tumblr, Public Speaking, Film, Editing, Blogging, Photography, Entertainment, Film Production, Microsoft Excel, Mac, Research, Teamwork, Video, YouTube, Acting, Time Management, Sales, Videography, Screenwriting
Education
University of Florida 2005 — 2009
Bachelor of Arts, 2009
University of Florida 2005 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
Bob Wagman Bob Wagman's Aspiriant Experience November 2002 - Present
Job Managing Director of Investment Management Services, Principal at Aspiriant
Industry Investment Management
Experience
Aspiriant November 2002 - Present
Education
Boston University
Bachelor of Arts (B.A.), History
Golden Gate University, School of Law
J.D., M.B.A.
Aspiriant November 2002 - Present
Education
Boston University
Bachelor of Arts (B.A.), History
Golden Gate University, School of Law
J.D., M.B.A.
Emily Whaley's Aspiriant Experience October 2013 - Present
Job Compliance Specialist at Aspiriant
Industry Financial Services
Experience
Aspiriant October 2013 - Present
Fifth Third Bank December 2011 - September 2013
Fifth Third Bank September 2005 - December 2011
Montgomery County Auditor's Office 2001 - 2004
PwC 2000 - 2001
Skills
Internal Audit, Audit, Internal Controls, SOX, Auditing, Consumer Compliance, Regulatory Compliance
Education
University of Cincinnati 2004 — 2005
MBA
University of Dayton 1996 — 2000
BS, Accounting
Aspiriant October 2013 - Present
Fifth Third Bank December 2011 - September 2013
Fifth Third Bank September 2005 - December 2011
Montgomery County Auditor's Office 2001 - 2004
PwC 2000 - 2001
Skills
Internal Audit, Audit, Internal Controls, SOX, Auditing, Consumer Compliance, Regulatory Compliance
Education
University of Cincinnati 2004 — 2005
MBA
University of Dayton 1996 — 2000
BS, Accounting
Lorraine Fox's Aspiriant Experience May 2015 - Present
Job DirectorWealth Management, Principal at Aspiriant
Industry Financial Services
Experience
Aspiriant May 2015 - Present
Aspiriant January 2014 - Present
Skills
Investments, Venture Capital, Portfolio Management, Start-ups, Due Diligence, Asset Management, Asset Allocation, Entrepreneurship, Corporate Development, Business Strategy, Investment Strategies, Private Equity, Financial Services, Investment Advisory, Finance, Strategic Planning, Mutual Funds, Mergers & Acquisitions, Financial Advisory, New Business Development, Strategic Communications, Public Speaking, Alternative Investments, Deal Flow, Mergers, Marketing Strategy, Series 7, Recruiting, Corporate Governance, Series 65, Series 63, Series 86, Series 87
Education
The University of Chicago Booth School of Business 1981 — 1983
MBA, Business
Stanford University 1975 — 1979
B.A., Philosophy
Aspiriant May 2015 - Present
Aspiriant January 2014 - Present
Skills
Investments, Venture Capital, Portfolio Management, Start-ups, Due Diligence, Asset Management, Asset Allocation, Entrepreneurship, Corporate Development, Business Strategy, Investment Strategies, Private Equity, Financial Services, Investment Advisory, Finance, Strategic Planning, Mutual Funds, Mergers & Acquisitions, Financial Advisory, New Business Development, Strategic Communications, Public Speaking, Alternative Investments, Deal Flow, Mergers, Marketing Strategy, Series 7, Recruiting, Corporate Governance, Series 65, Series 63, Series 86, Series 87
Education
The University of Chicago Booth School of Business 1981 — 1983
MBA, Business
Stanford University 1975 — 1979
B.A., Philosophy
Linda Frandsen Linda Frandsen's Aspiriant Experience December 2006 - Present
Job Executive Assistant/Manager Administration at Aspiriant
Industry Investment Management
Experience
Aspiriant December 2006 - Present
Jackson & Hertogs April 1986 - January 2005
Skills
Word, Excel,..., All procedures of..., Organizational and time..., Meeting Scheduling, Heavy Calendaring, Office Equipment, Proactive self-starter, Fax, Document Preparation, Wordperfect, Memos, High Level Of..., Travel Arrangements, Time Management, Calendaring, Administration, Confidentiality, Training, Leadership, Project Management, Budgets, Executive..., Assisting Executives, Management, Calendar Planning, Executive Calendar..., Executive Administrative, Discretion, Mail Merge, C-Level Executive..., Switchboard
Education
Tompkins Cortland Community College
Associates Degree, Secretarial Science & Word Processing
Aspiriant December 2006 - Present
Jackson & Hertogs April 1986 - January 2005
Skills
Word, Excel,..., All procedures of..., Organizational and time..., Meeting Scheduling, Heavy Calendaring, Office Equipment, Proactive self-starter, Fax, Document Preparation, Wordperfect, Memos, High Level Of..., Travel Arrangements, Time Management, Calendaring, Administration, Confidentiality, Training, Leadership, Project Management, Budgets, Executive..., Assisting Executives, Management, Calendar Planning, Executive Calendar..., Executive Administrative, Discretion, Mail Merge, C-Level Executive..., Switchboard
Education
Tompkins Cortland Community College
Associates Degree, Secretarial Science & Word Processing
Randy Gómez, MBA, EA Randy Gómez, MBA, EA's Aspiriant Experience February 2015 - Present
Job Tax Associate at Aspiriant
Industry Accounting
Experience
Aspiriant February 2015 - Present
East LA Community Corporation November 2012 - June 2014
City of Los Angeles July 2010 - November 2012
Don Bosco Technical Institute October 2011 - July 2012
US Census Bureau March 2010 - July 2010
AltaMed Health Services Corporation September 2008 - March 2009
Pitzer College 2006 - 2008
Skills
Tax Preparation, Internal Revenue Code, Event Management, Financial Accounting, Nonprofits, High Net Worth..., Community Outreach, Research, Business Service..., Leadership, Fundraising, Volunteer Management, Microsoft Office, Event Planning, Public Speaking, Teaching, PowerPoint, Spanish, Social Media, Government, Analysis, Marketing, Higher Education, Microsoft Word, Microsoft Excel, Social Networking, Outlook, Grant Writing, Administrative..., Data Analysis, Time Management, Social Media Marketing, Management, Program Evaluation, Non-profits, Staff Development, Training, Customer Service, Leadership Development, Organizational..., Program Management, Project Management, Strategic Planning, Data Entry, Program Development, Team Building, Strategic Communications, Editing, Public Relations, Community Development
Education
University of California, Los Angeles 2014 — 2014
Enrolled Agent (EA)
Mount St. Mary's College 2012 — 2013
Master of Business Administration (MBA), Entrepreneurship
Pitzer College 2004 — 2008
Bachelors of Arts, Sociology & Art
Claremont Graduate University 2007 — 2008
Mc Nair Scholar, Phd Enrichment Program
Aspiriant February 2015 - Present
East LA Community Corporation November 2012 - June 2014
City of Los Angeles July 2010 - November 2012
Don Bosco Technical Institute October 2011 - July 2012
US Census Bureau March 2010 - July 2010
AltaMed Health Services Corporation September 2008 - March 2009
Pitzer College 2006 - 2008
Skills
Tax Preparation, Internal Revenue Code, Event Management, Financial Accounting, Nonprofits, High Net Worth..., Community Outreach, Research, Business Service..., Leadership, Fundraising, Volunteer Management, Microsoft Office, Event Planning, Public Speaking, Teaching, PowerPoint, Spanish, Social Media, Government, Analysis, Marketing, Higher Education, Microsoft Word, Microsoft Excel, Social Networking, Outlook, Grant Writing, Administrative..., Data Analysis, Time Management, Social Media Marketing, Management, Program Evaluation, Non-profits, Staff Development, Training, Customer Service, Leadership Development, Organizational..., Program Management, Project Management, Strategic Planning, Data Entry, Program Development, Team Building, Strategic Communications, Editing, Public Relations, Community Development
Education
University of California, Los Angeles 2014 — 2014
Enrolled Agent (EA)
Mount St. Mary's College 2012 — 2013
Master of Business Administration (MBA), Entrepreneurship
Pitzer College 2004 — 2008
Bachelors of Arts, Sociology & Art
Claremont Graduate University 2007 — 2008
Mc Nair Scholar, Phd Enrichment Program
Ava Klein Ava Klein's Aspiriant Experience August 2008 - Present
Job Administrative Assistant at Aspiriant
Industry Investment Management
Experience
Aspiriant August 2008 - Present
Education
Arizona State University 2004 — 2007
Bachelor of Fine Arts (B.F.A.), Drawing
Aspiriant August 2008 - Present
Education
Arizona State University 2004 — 2007
Bachelor of Fine Arts (B.F.A.), Drawing
Lindsay Fleming Lindsay Fleming's Aspiriant Experience March 2014 - Present
Job Portfolio Administrator
Industry Financial Services
Experience
Aspiriant March 2014 - Present
Blankinship & Foster, LLC August 2001 - March 2014
Skills
Superior Client Service, Highly personable, Multi-tasking Skills, Building Relationships, Time Management, Collaborative Problem..., Highly Adaptive, Intuitiveness, Delivering Results, Creative Problem Solving, Microsoft Office, Adobe Creative Suite, Marketing Communications, Account Reconciliation, Team Building, Event Planning, Dependable Team Player
Education
Northeastern University 1997 — 2001
Cinema Studies & Radio & Television Production
Eastern Oregon University 2003 — 2005
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies
San diego City college 2009 — 2012
Graphic Design
Aspiriant March 2014 - Present
Blankinship & Foster, LLC August 2001 - March 2014
Skills
Superior Client Service, Highly personable, Multi-tasking Skills, Building Relationships, Time Management, Collaborative Problem..., Highly Adaptive, Intuitiveness, Delivering Results, Creative Problem Solving, Microsoft Office, Adobe Creative Suite, Marketing Communications, Account Reconciliation, Team Building, Event Planning, Dependable Team Player
Education
Northeastern University 1997 — 2001
Cinema Studies & Radio & Television Production
Eastern Oregon University 2003 — 2005
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies
San diego City college 2009 — 2012
Graphic Design
Alex Hsieh Alex Hsieh's Aspiriant Experience March 2015 - Present
Job Tax Associate at Aspiriant
Industry Accounting
Experience
Aspiriant March 2015 - Present
Kho & Patel CPA November 2014 - March 2015
HCL CPA October 2013 - November 2014
Ryan November 2010 - September 2012
Skills
Tax, Tax Research, Pivot Tables, Corporate Tax, Tax Returns, Partnership Taxation, Tax Accounting, Sales Tax, QuickBooks, CPA, Accounting, Finance, Objective-C, Auditing, Microsoft Excel, Vertex, US GAAP, Equity Research, Tax Preparation, Financial Statements, Financial Reporting
Education
Golden Gate University 2009 — 2010
Master of Science, Taxation
Mobile Makers 2012 — 2012
iOS development, iOS
University of Washington 2003 — 2003
Certificate, Accounting
University of Washington 1997 — 2002
Bachelor of Arts, Business Administration
Aspiriant March 2015 - Present
Kho & Patel CPA November 2014 - March 2015
HCL CPA October 2013 - November 2014
Ryan November 2010 - September 2012
Skills
Tax, Tax Research, Pivot Tables, Corporate Tax, Tax Returns, Partnership Taxation, Tax Accounting, Sales Tax, QuickBooks, CPA, Accounting, Finance, Objective-C, Auditing, Microsoft Excel, Vertex, US GAAP, Equity Research, Tax Preparation, Financial Statements, Financial Reporting
Education
Golden Gate University 2009 — 2010
Master of Science, Taxation
Mobile Makers 2012 — 2012
iOS development, iOS
University of Washington 2003 — 2003
Certificate, Accounting
University of Washington 1997 — 2002
Bachelor of Arts, Business Administration
Danielle McCarthy Danielle McCarthy's Aspiriant Experience June 2011 - March 2012
Job
Industry Marketing and Advertising
Experience
AdRoll September 2014 - January 2015
AdRoll July 2013 - August 2014
Hearsay Social April 2012 - April 2013
Aspiriant June 2011 - March 2012
Aspiriant April 2010 - June 2011
ABC Studios/FTP Productions February 2009 - May 2009
Freelance Entertainment Journalist February 2008 - April 2009
The Documentary Group June 2008 - February 2009
University of Southern California August 2007 - July 2008
University of Southern California August 2007 - May 2008
Skills
New Media, Investments, Research, System Administration, Blogging, Editing, Digital Media, Newsletters, Broadcast, Television, Interviews, Strategic Planning, Entertainment, Social Media, Customer Service, Human Resources, Documentaries, Creative Direction, Sales, Video Production, Social Networking, Content Strategy, Press Releases, Social Media Marketing, Facebook, Magazines, Storytelling, Copywriting, Copy Editing, Public Relations, Online Advertising
Education
University of Southern California 2006 — 2008
MA, Broadcast Journalism
University of California, Santa Cruz 2000 — 2004
BA, Film & Digital Media, Production Concentration; Communications & Rhetoric
Redwood High School 1996 — 2000
Diploma
AdRoll September 2014 - January 2015
AdRoll July 2013 - August 2014
Hearsay Social April 2012 - April 2013
Aspiriant June 2011 - March 2012
Aspiriant April 2010 - June 2011
ABC Studios/FTP Productions February 2009 - May 2009
Freelance Entertainment Journalist February 2008 - April 2009
The Documentary Group June 2008 - February 2009
University of Southern California August 2007 - July 2008
University of Southern California August 2007 - May 2008
Skills
New Media, Investments, Research, System Administration, Blogging, Editing, Digital Media, Newsletters, Broadcast, Television, Interviews, Strategic Planning, Entertainment, Social Media, Customer Service, Human Resources, Documentaries, Creative Direction, Sales, Video Production, Social Networking, Content Strategy, Press Releases, Social Media Marketing, Facebook, Magazines, Storytelling, Copywriting, Copy Editing, Public Relations, Online Advertising
Education
University of Southern California 2006 — 2008
MA, Broadcast Journalism
University of California, Santa Cruz 2000 — 2004
BA, Film & Digital Media, Production Concentration; Communications & Rhetoric
Redwood High School 1996 — 2000
Diploma
Tom Orth's Aspiriant Experience 2012 - 2013
Job Buyer at St. Elizabeth Healthcare
Industry Hospital & Health Care
Experience
St. Elizabeth Hospital January 2015 - Present
Qualis Automotive August 2013 - January 2015
Revolution Tech - Lexmark International February 2013 - July 2013
Aspiriant 2012 - 2013
Fidelity Investments May 2007 - November 2012
Fidelity Investments June 1999 - May 2007
Skills
Business Objects, Microsoft Office, Mainframe, ERP, Siebel, Account Reconciliation, Sales Management, WMS - Warehouse..., Data Entry, Dataload, AS400 system, PeopleSoft, Customer Service, Project Management
Education
Northern Kentucky University
Bachelor of Arts (B.A.), Graphic Design
St. Elizabeth Hospital January 2015 - Present
Qualis Automotive August 2013 - January 2015
Revolution Tech - Lexmark International February 2013 - July 2013
Aspiriant 2012 - 2013
Fidelity Investments May 2007 - November 2012
Fidelity Investments June 1999 - May 2007
Skills
Business Objects, Microsoft Office, Mainframe, ERP, Siebel, Account Reconciliation, Sales Management, WMS - Warehouse..., Data Entry, Dataload, AS400 system, PeopleSoft, Customer Service, Project Management
Education
Northern Kentucky University
Bachelor of Arts (B.A.), Graphic Design
Elizabeth Oeters's Aspiriant Experience October 2012 - Present
Job Investment Operations at Aspiriant
Industry Financial Services
Experience
Aspiriant October 2012 - Present
Lincoln Investment Planning June 2012 - October 2012
Western & Southern Financial Group November 2010 - June 2012
Fidelity Investments May 2007 - November 2010
Skills
Series 7, Series 63, 401k, Mutual Funds, Retirement, Investment Management, Customer Service, Operational Excellence
Education
Northern Kentucky University 2002 — 2006
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Aspiriant October 2012 - Present
Lincoln Investment Planning June 2012 - October 2012
Western & Southern Financial Group November 2010 - June 2012
Fidelity Investments May 2007 - November 2010
Skills
Series 7, Series 63, 401k, Mutual Funds, Retirement, Investment Management, Customer Service, Operational Excellence
Education
Northern Kentucky University 2002 — 2006
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Ben Lundquist's Aspiriant Experience January 2009 - September 2009
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments June 2010 - Present
Aspiriant January 2009 - September 2009
PlanMember Financial Corporation January 2007 - August 2008
Skills
Series 7, Mutual Funds, Investments, 401k, Asset Allocation, Financial Services, Wealth Management, Equities, Portfolio Management, Strategic Financial..., Financial Analysis, Asset Management, Finance
Education
University of California, Santa Barbara 2004 — 2006
business economics
Fidelity Investments December 2013 - Present
Fidelity Investments June 2010 - Present
Aspiriant January 2009 - September 2009
PlanMember Financial Corporation January 2007 - August 2008
Skills
Series 7, Mutual Funds, Investments, 401k, Asset Allocation, Financial Services, Wealth Management, Equities, Portfolio Management, Strategic Financial..., Financial Analysis, Asset Management, Finance
Education
University of California, Santa Barbara 2004 — 2006
business economics
Michael Weissman, CFP(R), CIMA(R) Michael Weissman, CFP(R), CIMA(R)'s Aspiriant Experience October 2010 - Present
Job Director Investment Advisory, Principal at Aspiriant
Industry Investment Management
Experience
Aspiriant October 2010 - Present
United Way of Northern New Jersey, Morris County 2006 - 2014
Deloitte Investment Advisors LLC 1998 - October 2010
Humanities High School 1989 - 1998
Skills
Wealth Management, Asset Allocation, Asset Management, Investments, Financial Planning, Investment Advisory, Retirement Planning
Education
Cornell University 1984 — 1988
B. S., Business
City University of New York-Baruch College - Zicklin School of Business 1996 — 1998
M. S., Business / Accounting
Aspiriant October 2010 - Present
United Way of Northern New Jersey, Morris County 2006 - 2014
Deloitte Investment Advisors LLC 1998 - October 2010
Humanities High School 1989 - 1998
Skills
Wealth Management, Asset Allocation, Asset Management, Investments, Financial Planning, Investment Advisory, Retirement Planning
Education
Cornell University 1984 — 1988
B. S., Business
City University of New York-Baruch College - Zicklin School of Business 1996 — 1998
M. S., Business / Accounting
Marc Primiani Marc Primiani's Aspiriant Experience November 2002 - Present
Job General Counsel at Aspiriant
Industry Investment Management
Experience
Aspiriant November 2002 - Present
Quintile Wealth Management November 2002 - December 2007
MYCFO April 2001 - October 2002
Cohen Primiani & Foster January 1986 - March 2001
Skills
Transactional tax law, Estate Planning, Investment Management, Venture Capital, Investments, Legal, Hedge Funds, Alternative Investments
Education
New York University 1979 — 1980
Master of Laws (LLM), Tax Law/Taxation
Santa Clara University 1976 — 1979
Doctor of Law (JD), Law
University of Colorado at Boulder 1972 — 1976
Bachelor of Arts (B.A.), Political Science
Aspiriant November 2002 - Present
Quintile Wealth Management November 2002 - December 2007
MYCFO April 2001 - October 2002
Cohen Primiani & Foster January 1986 - March 2001
Skills
Transactional tax law, Estate Planning, Investment Management, Venture Capital, Investments, Legal, Hedge Funds, Alternative Investments
Education
New York University 1979 — 1980
Master of Laws (LLM), Tax Law/Taxation
Santa Clara University 1976 — 1979
Doctor of Law (JD), Law
University of Colorado at Boulder 1972 — 1976
Bachelor of Arts (B.A.), Political Science
Lisa M. Colletti, JD, CFP® Lisa M. Colletti, JD, CFP®'s Aspiriant Experience November 2011 - Present
Job Director of Planning, Principal at Aspiriant
Industry Financial Services
Experience
Aspiriant November 2011 - Present
Deloitte October 1995 - October 2011
Skills
Financial Services, Finance, Wealth Management, Investments, Wealth Management..., Strategic Financial..., Financial Advisory, High Net Worth..., Alternative Investments, Business Development, Investment Management, Strategy, Asset Management, Program Management, Estate Planning
Education
Fordham University School of Law 1991 — 1995
JD, Law
Fordham University 1987 — 1991
BS, Accounting
Aspiriant November 2011 - Present
Deloitte October 1995 - October 2011
Skills
Financial Services, Finance, Wealth Management, Investments, Wealth Management..., Strategic Financial..., Financial Advisory, High Net Worth..., Alternative Investments, Business Development, Investment Management, Strategy, Asset Management, Program Management, Estate Planning
Education
Fordham University School of Law 1991 — 1995
JD, Law
Fordham University 1987 — 1991
BS, Accounting
Risa (Clarissa) Dimacali Risa (Clarissa) Dimacali's Aspiriant Experience 2014 - Present
Job Aspiring Wealth Manager. My goal is to help people do well and live well with money.
Industry Financial Services
Experience
Aspiriant 2014 - Present
Wells Fargo 2012 - 2014
Prosper Marketplace, Inc. 2011 - 2012
Charles Schwab 2005 - 2010
World Savings Bank 2002 - 2005
CARANA Corporation 2000 - 2002
Intuit Corporation 2000 - 2001
JD Power Clubs (aka carclub.com) 1998 - 2001
Skills
Web Analytics, User Experience, Email Marketing, Conversion Optimization, SEM, Content Strategy, Interaction Design, Public Relations, Advertising, User Generated Content, Product Managers, Web Marketing, Start-ups, Blogging, E-commerce, Online Advertising, Marketing Strategy, Team Leadership, Strategic Partnerships, SEO, Product Marketing, Integrated Marketing, Marketing Communications, Strategy, Competitive Analysis, Social Media Marketing, Lead Generation, Creative Direction, Marketing, Social Networking, Digital Marketing, Social Media, Marketing Management, Cross-functional Team..., Multi-channel Marketing, Online Marketing
Education
University of Virginia - Darden Graduate School of Business Administration
MBA
University of California, Berkeley 2012 — 2015
Professional Certification
Florida State University
BA
Aspiriant 2014 - Present
Wells Fargo 2012 - 2014
Prosper Marketplace, Inc. 2011 - 2012
Charles Schwab 2005 - 2010
World Savings Bank 2002 - 2005
CARANA Corporation 2000 - 2002
Intuit Corporation 2000 - 2001
JD Power Clubs (aka carclub.com) 1998 - 2001
Skills
Web Analytics, User Experience, Email Marketing, Conversion Optimization, SEM, Content Strategy, Interaction Design, Public Relations, Advertising, User Generated Content, Product Managers, Web Marketing, Start-ups, Blogging, E-commerce, Online Advertising, Marketing Strategy, Team Leadership, Strategic Partnerships, SEO, Product Marketing, Integrated Marketing, Marketing Communications, Strategy, Competitive Analysis, Social Media Marketing, Lead Generation, Creative Direction, Marketing, Social Networking, Digital Marketing, Social Media, Marketing Management, Cross-functional Team..., Multi-channel Marketing, Online Marketing
Education
University of Virginia - Darden Graduate School of Business Administration
MBA
University of California, Berkeley 2012 — 2015
Professional Certification
Florida State University
BA
Noah E. Echavarria, CFP® Noah E. Echavarria, CFP®'s Aspiriant Experience July 2013 - Present
Job Associate Wealth Management at Aspiriant
Industry Financial Services
Experience
Aspiriant July 2013 - Present
Education
California Lutheran University 2006 — 2008
Bachelor of Science, Business Administration, Specialization in Finance
Aspiriant July 2013 - Present
Education
California Lutheran University 2006 — 2008
Bachelor of Science, Business Administration, Specialization in Finance
David Muchow's Aspiriant Experience October 2010 - Present
Job Manager Investment Advisory, Principal at Aspiriant
Industry Investment Management
Experience
Aspiriant October 2010 - Present
Deloitte June 2006 - September 2010
Skills
Comprehensive Wealth..., Retirement Planning, Compensation & Benefits..., Investment Management, Investment Advisory..., Education Funding, Business Planning, Estate Planning, Philanthropy, Family Office Services, Personal Financial..., Income Tax Services, Wealth Management..., Wealth Management, Asset Allocation, Investment Advisory, Financial Advisory, Investments
Education
Marquette University 2008 — 2010
Master of Business Administration (MBA), Finance and Financial Management Services
University of Wisconsin-Whitewater 2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Aspiriant October 2010 - Present
Deloitte June 2006 - September 2010
Skills
Comprehensive Wealth..., Retirement Planning, Compensation & Benefits..., Investment Management, Investment Advisory..., Education Funding, Business Planning, Estate Planning, Philanthropy, Family Office Services, Personal Financial..., Income Tax Services, Wealth Management..., Wealth Management, Asset Allocation, Investment Advisory, Financial Advisory, Investments
Education
Marquette University 2008 — 2010
Master of Business Administration (MBA), Finance and Financial Management Services
University of Wisconsin-Whitewater 2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Michael Fitzhugh Michael Fitzhugh's Aspiriant Experience November 1996 - Present
Job Director Wealth Management, Principal at Aspiriant
Industry Financial Services
Experience
Aspiriant November 1996 - Present
PR Taylor September 1992 - October 1996
Deloitte August 1982 - August 1990
Skills
Comprehensive Wealth..., Intergenerational..., Managing Concentrated..., Estate Tax Planning, Income Tax Planning, Executive Compensation, Sec. 10(b)5-1 Stock..., Investment Strategies
Education
University of California, Berkeley - Walter A. Haas School of Business 1990 — 1992
MBA, Finance & Economics
University of Arizona 1979 — 1982
BS, Economics & Finance
Aspiriant November 1996 - Present
PR Taylor September 1992 - October 1996
Deloitte August 1982 - August 1990
Skills
Comprehensive Wealth..., Intergenerational..., Managing Concentrated..., Estate Tax Planning, Income Tax Planning, Executive Compensation, Sec. 10(b)5-1 Stock..., Investment Strategies
Education
University of California, Berkeley - Walter A. Haas School of Business 1990 — 1992
MBA, Finance & Economics
University of Arizona 1979 — 1982
BS, Economics & Finance
Jill Haugse Jill Haugse's Aspiriant Experience April 2012 - Present
Job Over 20 years of experience in the Financial Services Industry
Industry Financial Services
Experience
Aspiriant April 2012 - Present
United Capital of San Francisco September 2008 - November 2009
The Trevethan Group, Oppenheimer & Co. Inc June 2005 - September 2008
Charles Schwab & Co., Inc June 1995 - May 2003
BA Investments (originally Security Pacific Investments) February 1990 - February 1994
Education
San Francisco State University
Aspiriant April 2012 - Present
United Capital of San Francisco September 2008 - November 2009
The Trevethan Group, Oppenheimer & Co. Inc June 2005 - September 2008
Charles Schwab & Co., Inc June 1995 - May 2003
BA Investments (originally Security Pacific Investments) February 1990 - February 1994
Education
San Francisco State University
Dani Cordaro Dani Cordaro's Aspiriant Experience January 2008 - May 2010
Job Owner/CEO at Piccolo Public Relations, LLC
Industry Public Relations and Communications
Experience
Piccolo Public Relations, LLC May 2012 - Present
Shannon Barr Public Relations September 2010 - April 2012
The Promotions Group June 2010 - September 2010
Aspiriant January 2008 - May 2010
INTERPOL June 2005 - September 2005
Skills
Public Relations, Media Relations, Press Releases, Publicity, Research, Social Media, PowerPoint, Press Kits, Social Media Marketing, Blogging, Facebook
Education
Loyola Law School, Los Angeles 2006 — 2007
N/A, Law
University of California, Irvine 2001 — 2005
BA, Criminology, Law & Society
Piccolo Public Relations, LLC May 2012 - Present
Shannon Barr Public Relations September 2010 - April 2012
The Promotions Group June 2010 - September 2010
Aspiriant January 2008 - May 2010
INTERPOL June 2005 - September 2005
Skills
Public Relations, Media Relations, Press Releases, Publicity, Research, Social Media, PowerPoint, Press Kits, Social Media Marketing, Blogging, Facebook
Education
Loyola Law School, Los Angeles 2006 — 2007
N/A, Law
University of California, Irvine 2001 — 2005
BA, Criminology, Law & Society
Megan Olding Megan Olding's Aspiriant Experience August 2013 - Present
Job Administrative Assistant
Industry Financial Services
Experience
Aspiriant August 2013 - Present
The Matrix Companies January 2012 - August 2013
The Matrix Companies June 2010 - December 2011
Dwyer Insurance March 2006 - May 2010
Education
Miami University 2007 — 2009
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Aspiriant August 2013 - Present
The Matrix Companies January 2012 - August 2013
The Matrix Companies June 2010 - December 2011
Dwyer Insurance March 2006 - May 2010
Education
Miami University 2007 — 2009
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Chad Dylan Trimmer's Aspiriant Experience August 2013 - December 2013
Job Customer Service Specialist
Industry Financial Services
Experience
Aspiriant August 2013 - December 2013
Multiple Bay Area Companies May 1996 - October 2012
Multiple Bay Area Companies May 1996 - September 2012
Multiple Bay Area Companies June 2007 - August 2012
Skills
RFP Writing, Accounts Receivable, Client Billing, Advanced Courses in..., Financial Modeling, Risk Management, Valuation, RFP, CRM
Education
Ball State University - College of Business 1991 — 1995
Bachelor's degree, Finance
Ball State University - College of Business 1990 — 1995
Bachelor's of Finance, Institutional Finance
Aspiriant August 2013 - December 2013
Multiple Bay Area Companies May 1996 - October 2012
Multiple Bay Area Companies May 1996 - September 2012
Multiple Bay Area Companies June 2007 - August 2012
Skills
RFP Writing, Accounts Receivable, Client Billing, Advanced Courses in..., Financial Modeling, Risk Management, Valuation, RFP, CRM
Education
Ball State University - College of Business 1991 — 1995
Bachelor's degree, Finance
Ball State University - College of Business 1990 — 1995
Bachelor's of Finance, Institutional Finance
Jennifer Kenning's Aspiriant Experience November 2002 - October 2014
Job Managing Director Impact Investing at Align
Industry Financial Services
Experience
Align Impact October 2014 - Present
Aspiriant November 2002 - October 2014
Harris myCFO June 2002 - November 2002
Credit Suisse First Boston June 2001 - March 2002
Skills
Wealth Management..., Investment Advisory, Retirement Planning, Strategic Planning, Insurance, Personal Financial..., Estate Planning, Risk Management, Private Foundations, Accounting, Wealth Management, Financial Planning, Finance, Investment Management, Investments, Financial Advisory, Financial Services, Management, Strategy, Portfolio Management, Impact Investing, Venture Philanthropy, Philanthropic strategy, Multi-generational..., Multi-generational...
Education
Southern Methodist University 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
The Bolles School 1994 — 1997
Highschool Diploma, 9-12th
Align Impact October 2014 - Present
Aspiriant November 2002 - October 2014
Harris myCFO June 2002 - November 2002
Credit Suisse First Boston June 2001 - March 2002
Skills
Wealth Management..., Investment Advisory, Retirement Planning, Strategic Planning, Insurance, Personal Financial..., Estate Planning, Risk Management, Private Foundations, Accounting, Wealth Management, Financial Planning, Finance, Investment Management, Investments, Financial Advisory, Financial Services, Management, Strategy, Portfolio Management, Impact Investing, Venture Philanthropy, Philanthropic strategy, Multi-generational..., Multi-generational...
Education
Southern Methodist University 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
The Bolles School 1994 — 1997
Highschool Diploma, 9-12th
Paul Nikolai Paul Nikolai's Aspiriant Experience October 2010 - Present
Job Director at Aspiriant
Industry Investment Management
Experience
Aspiriant October 2010 - Present
Deloitte August 1997 - September 2010
Skills
Strategic Financial..., Investment Advisory, Marketing, New Business Development, Sales, Asset Management, Retirement Planning, Asset Allocation
Education
Xavier University 1989 — 1991
Master of Business Administration (MBA)
Miami University 1984 — 1988
BA, Economics, History
Aspiriant October 2010 - Present
Deloitte August 1997 - September 2010
Skills
Strategic Financial..., Investment Advisory, Marketing, New Business Development, Sales, Asset Management, Retirement Planning, Asset Allocation
Education
Xavier University 1989 — 1991
Master of Business Administration (MBA)
Miami University 1984 — 1988
BA, Economics, History
Vanessa Justice's Aspiriant Experience May 2009 - September 2012
Job Sales & Marketing at Broc Cellars | Shopify Consultant | Brick & Mortar to Online | Wine & Food Industry Specialist
Industry Information Technology and Services
Experience
Broc Cellars January 2015 - Present
JusticeXO September 2014 - Present
Winestyr October 2014 - April 2015
Purple Bottle Club August 2013 - September 2014
hi+taste September 2012 - September 2014
Aspiriant May 2009 - September 2012
Bell Investment Advisors, Inc. November 2007 - April 2009
Greenlight Advertising May 2006 - November 2007
Cagwin, Seymour & Hamilton Realtors March 2004 - August 2006
Whole Foods Market May 2001 - March 2004
Skills
Adobe Creative Suite, CRM software, Social Media, Wordpress, InDesign, PowerPoint, Excel, Public Relations, Online Marketing, Web Project Management, HTML 5, Basecamp, Shopify, Google Analytics, Google Adwords, Online Advertising, Microsoft Excel, WordPress, CRM, Project Management, Blogging, Advertising, Marketing
Education
Emerson College 1999 — 2003
Bachelor of Science in Speech, Communication, Politics and Law
Broc Cellars January 2015 - Present
JusticeXO September 2014 - Present
Winestyr October 2014 - April 2015
Purple Bottle Club August 2013 - September 2014
hi+taste September 2012 - September 2014
Aspiriant May 2009 - September 2012
Bell Investment Advisors, Inc. November 2007 - April 2009
Greenlight Advertising May 2006 - November 2007
Cagwin, Seymour & Hamilton Realtors March 2004 - August 2006
Whole Foods Market May 2001 - March 2004
Skills
Adobe Creative Suite, CRM software, Social Media, Wordpress, InDesign, PowerPoint, Excel, Public Relations, Online Marketing, Web Project Management, HTML 5, Basecamp, Shopify, Google Analytics, Google Adwords, Online Advertising, Microsoft Excel, WordPress, CRM, Project Management, Blogging, Advertising, Marketing
Education
Emerson College 1999 — 2003
Bachelor of Science in Speech, Communication, Politics and Law
Michelle Ly Michelle Ly's Aspiriant Experience September 2013 - March 2014
Job
Industry Financial Services
Experience
Aspiriant September 2013 - March 2014
Fisher Investments - Investment Operations Group June 2011 - October 2012
Fisher Investments - Private Client Group January 2010 - June 2011
Skills
Microsoft Excel, Access, Analysis, Financial Analysis, Data Analysis, Time Management, Microsoft Office, Training, Financial Reporting, Portfolio Management, Omgeo Oasys, Research, Budgets, Valuation, Banking
Education
Saint Mary's College of California 2013 — 2014
Masters of Science (M.S.), Financial Analysis and Investment Management
University of California, San Diego 2007 — 2010
B.A., International Studies: Economics, Chinese Studies
Aspiriant September 2013 - March 2014
Fisher Investments - Investment Operations Group June 2011 - October 2012
Fisher Investments - Private Client Group January 2010 - June 2011
Skills
Microsoft Excel, Access, Analysis, Financial Analysis, Data Analysis, Time Management, Microsoft Office, Training, Financial Reporting, Portfolio Management, Omgeo Oasys, Research, Budgets, Valuation, Banking
Education
Saint Mary's College of California 2013 — 2014
Masters of Science (M.S.), Financial Analysis and Investment Management
University of California, San Diego 2007 — 2010
B.A., International Studies: Economics, Chinese Studies
Olga Breyburg Olga Breyburg's Aspiriant Experience April 2011 - September 2012
Job Client Operations Associate at Personal Capital
Industry Investment Management
Experience
Personal Capital September 2012 - Present
Aspiriant April 2011 - September 2012
Aspiriant April 2010 - April 2011
ORIENT-INVEST, Investment Company July 2004 - July 2007
Skills
Investments, Corporate Finance, International Economics, Accounting, Statistics, Computer Science, Working Capital..., Equities, Financial Reporting, Financial Analysis, English, Finance, Analysis, Fixed Income, Valuation, Russian, Management, Tax, Auditing, Social Media Marketing, Social Media, Real Estate
Education
Golden Gate University 2007 — 2009
Master of Science, Finance
Golden Gate University 2014 — 2015
Master of Business Administration (MBA)
Academy of Economics and Law 2002 — 2007
Bachelor of Science, International Economics
Personal Capital September 2012 - Present
Aspiriant April 2011 - September 2012
Aspiriant April 2010 - April 2011
ORIENT-INVEST, Investment Company July 2004 - July 2007
Skills
Investments, Corporate Finance, International Economics, Accounting, Statistics, Computer Science, Working Capital..., Equities, Financial Reporting, Financial Analysis, English, Finance, Analysis, Fixed Income, Valuation, Russian, Management, Tax, Auditing, Social Media Marketing, Social Media, Real Estate
Education
Golden Gate University 2007 — 2009
Master of Science, Finance
Golden Gate University 2014 — 2015
Master of Business Administration (MBA)
Academy of Economics and Law 2002 — 2007
Bachelor of Science, International Economics
Nicholas Ruzette Nicholas Ruzette's Aspiriant Experience December 2014 - Present
Job Associate Investment Operations at Aspiriant
Industry Financial Services
Experience
Aspiriant December 2014 - Present
Alpha Strategies Investment Consulting July 2013 - November 2014
Bainbridge Capital February 2013 - June 2013
Bainbridge Capital September 2012 - February 2013
Bank Transactions, Inc. September 2012 - December 2012
Plaza Cafe 2008 - September 2012
Skills
Customer Service, Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint, Microsoft Word, Financial Analysis, Investments, Social Media, Sales, Management, Accounting, Leadership, Mergers & Acquisitions, Market Research
Education
UCSD 2008 — 2012
BA, Economics
Colfax High School 2004 — 2008
High School Diploma
Aspiriant December 2014 - Present
Alpha Strategies Investment Consulting July 2013 - November 2014
Bainbridge Capital February 2013 - June 2013
Bainbridge Capital September 2012 - February 2013
Bank Transactions, Inc. September 2012 - December 2012
Plaza Cafe 2008 - September 2012
Skills
Customer Service, Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint, Microsoft Word, Financial Analysis, Investments, Social Media, Sales, Management, Accounting, Leadership, Mergers & Acquisitions, Market Research
Education
UCSD 2008 — 2012
BA, Economics
Colfax High School 2004 — 2008
High School Diploma
Alana Garrop Alana Garrop's Aspiriant Experience November 2012 - July 2014
Job Investment Communications Manager at Savos Investments
Industry Financial Services
Experience
Savos Investments July 2015 - Present
Techworkers January 2015 - Present
Aspiriant November 2012 - July 2014
Wilshire Associates August 2001 - November 2012
Walt Disney Internet Group September 2000 - February 2001
MICROCADAM, Inc. July 1999 - June 2000
Netforce December 1996 - July 1999
Skills
Strategic Communications, Process Improvement, Corporate Communications, Investment..., Financial Communications, Internal & External..., B2B, B2C, Investment Compliance, Content Strategy, Vendor Management, Marketing Communications, Content Development, Technical Writing, Web Content, Personnel Management, Fact Sheets, Writing, Data Visualization, Editing, Proofreading, Compliance Management, Project Management, Web Content Creation, RFP, RFI, Document Lifecycle...
Education
University of Arizona
BA, Creative Writing
Savos Investments July 2015 - Present
Techworkers January 2015 - Present
Aspiriant November 2012 - July 2014
Wilshire Associates August 2001 - November 2012
Walt Disney Internet Group September 2000 - February 2001
MICROCADAM, Inc. July 1999 - June 2000
Netforce December 1996 - July 1999
Skills
Strategic Communications, Process Improvement, Corporate Communications, Investment..., Financial Communications, Internal & External..., B2B, B2C, Investment Compliance, Content Strategy, Vendor Management, Marketing Communications, Content Development, Technical Writing, Web Content, Personnel Management, Fact Sheets, Writing, Data Visualization, Editing, Proofreading, Compliance Management, Project Management, Web Content Creation, RFP, RFI, Document Lifecycle...
Education
University of Arizona
BA, Creative Writing
Jane Yoo Jane Yoo's Aspiriant Experience September 2013 - Present
Job Financial planning resident in 3year comprehensive training program. Sep 2016 expected completion.
Industry Financial Services
Experience
Aspiriant September 2013 - Present
Waypoint Wealth Partners September 2012 - May 2013
Gosho Financial Group June 2012 - August 2012
Vanguard November 2010 - April 2012
Vanguard July 2009 - November 2010
Robert W. Baird June 2008 - August 2008
Social Security Administration February 2005 - June 2007
Accenture June 2002 - July 2004
Skills
Data Analysis, Investments, Product Management, Business Analysis, Developing Client..., Mentoring, Strategic Analysis, Internal Audit, Communications Strategy
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Finance, Economics
Bryn Mawr College 1997 — 2001
BA, Chemistry
UC Berkeley Extension
Certificate Program, Personal Financial Planning
Aspiriant September 2013 - Present
Waypoint Wealth Partners September 2012 - May 2013
Gosho Financial Group June 2012 - August 2012
Vanguard November 2010 - April 2012
Vanguard July 2009 - November 2010
Robert W. Baird June 2008 - August 2008
Social Security Administration February 2005 - June 2007
Accenture June 2002 - July 2004
Skills
Data Analysis, Investments, Product Management, Business Analysis, Developing Client..., Mentoring, Strategic Analysis, Internal Audit, Communications Strategy
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Finance, Economics
Bryn Mawr College 1997 — 2001
BA, Chemistry
UC Berkeley Extension
Certificate Program, Personal Financial Planning
Bret Magpiong Bret Magpiong's Aspiriant Experience August 2012 - Present
Job Chief Financial Officer/Managing Director Family Office Services at Aspiriant
Industry Financial Services
Experience
Aspiriant August 2012 - Present
BAM Consulting Group July 2011 - July 2012
Roxford One, Inc/Sasco September 2009 - July 2011
Global Pro Management, LLC December 2008 - September 2009
Andell Holdings, LLC July 2003 - November 2008
Saban Capital Group July 2002 - July 2003
myCFO, Inc January 2000 - March 2002
The Bubble Factory, LLC August 1995 - January 2000
Price Waterhouse LLP September 1990 - August 1995
Cuesta Properties, Inc May 1989 - September 1990
Skills
Asset Managment, Asset Allocation, Private Foundations, Investments, Tax
Education
California State University-Dominguez Hills
Masters, Business Administration
California Polytechnic State University 1981 — 1985
Bachelor of Arts, Business Administration
Aspiriant August 2012 - Present
BAM Consulting Group July 2011 - July 2012
Roxford One, Inc/Sasco September 2009 - July 2011
Global Pro Management, LLC December 2008 - September 2009
Andell Holdings, LLC July 2003 - November 2008
Saban Capital Group July 2002 - July 2003
myCFO, Inc January 2000 - March 2002
The Bubble Factory, LLC August 1995 - January 2000
Price Waterhouse LLP September 1990 - August 1995
Cuesta Properties, Inc May 1989 - September 1990
Skills
Asset Managment, Asset Allocation, Private Foundations, Investments, Tax
Education
California State University-Dominguez Hills
Masters, Business Administration
California Polytechnic State University 1981 — 1985
Bachelor of Arts, Business Administration
Kinta Smith, CFP® Kinta Smith, CFP®'s Aspiriant Experience 2006 - January 2012
Job Financial Planner at Larson Financial
Industry Investment Management
Experience
Larson Financial October 2013 - Present
Self-Employed July 2012 - October 2013
Aspiriant 2006 - January 2012
Skills
Accounting, Microsoft Excel, Financial Accounting, Strategic Financial..., Financial Reporting, Asset Allocation, Investment Advisory, Estate Tax Planning, Estate Planning, Multi-generational..., Charitable Gift Planning, Tax Preparation, Personal Tax Planning, Business Tax Planning, Wealth Management...
Education
Southern Utah University 2000 — 2001
Master's degree, Accounting
Southern Utah University 1996 — 2000
Bachelor's degree, Accounting
Larson Financial October 2013 - Present
Self-Employed July 2012 - October 2013
Aspiriant 2006 - January 2012
Skills
Accounting, Microsoft Excel, Financial Accounting, Strategic Financial..., Financial Reporting, Asset Allocation, Investment Advisory, Estate Tax Planning, Estate Planning, Multi-generational..., Charitable Gift Planning, Tax Preparation, Personal Tax Planning, Business Tax Planning, Wealth Management...
Education
Southern Utah University 2000 — 2001
Master's degree, Accounting
Southern Utah University 1996 — 2000
Bachelor's degree, Accounting
Kacy Gott's Aspiriant Experience 1995 - Present
Job Wealth Manager, Principal, Aspiriant
Industry Financial Services
Experience
Aspiriant 1995 - Present
Financial Planning Association January 2004 - December 2006
Webcor Builders May 1993 - February 1995
Ernst & Whinney September 1986 - April 1989
Education
San Diego State University-California State University 1983 — 1986
Bachelor, Finance
San Jose State University 1981 — 1983
Business
Bellarmine College Preparatory
Aspiriant 1995 - Present
Financial Planning Association January 2004 - December 2006
Webcor Builders May 1993 - February 1995
Ernst & Whinney September 1986 - April 1989
Education
San Diego State University-California State University 1983 — 1986
Bachelor, Finance
San Jose State University 1981 — 1983
Business
Bellarmine College Preparatory
Sandra Bragar's Aspiriant Experience January 2008 - Present
Job Wealth Manager at Aspiriant
Industry Investment Management
Experience
Aspiriant January 2008 - Present
Aspiriant January 2012 - December 2014
Kochis Fitz May 1999 - December 2007
Ernst & Young October 1993 - April 1999
Skills
Management, Financial Analysis, Investments, Asset Allocation, Wealth
Education
UCSB 1989 — 1993
BA, Business Economics
Aspiriant January 2008 - Present
Aspiriant January 2012 - December 2014
Kochis Fitz May 1999 - December 2007
Ernst & Young October 1993 - April 1999
Skills
Management, Financial Analysis, Investments, Asset Allocation, Wealth
Education
UCSB 1989 — 1993
BA, Business Economics
Nikki Michelini Nikki Michelini's Aspiriant Experience November 2002 - Present
Job Director Wealth Management, Principal at Aspiriant
Industry Investment Management
Experience
Aspiriant November 2002 - Present
Harris myCFO April 2000 - November 2002
PwC September 1997 - April 2000
Skills
Wealth Management, Estate Planning, Wealth Management..., High Net Worth..., Investments, Strategic Financial..., Investment Management, Financial Analysis, Accounting, Investment Advisory, Income Tax, Retirement Planning, Asset Allocation, Investment Strategies, Portfolio Management, Asset Managment
Education
USC 1990 — 1997
BS, MBT, Accounting, Tax
Aspiriant November 2002 - Present
Harris myCFO April 2000 - November 2002
PwC September 1997 - April 2000
Skills
Wealth Management, Estate Planning, Wealth Management..., High Net Worth..., Investments, Strategic Financial..., Investment Management, Financial Analysis, Accounting, Investment Advisory, Income Tax, Retirement Planning, Asset Allocation, Investment Strategies, Portfolio Management, Asset Managment
Education
USC 1990 — 1997
BS, MBT, Accounting, Tax
Hilarie C. Green, CFA Hilarie C. Green, CFA's Aspiriant Experience 2012 - 2015
Job Chief Operating Officer at Savos Investments
Industry Financial Services
Experience
Savos Investments 2015 - Present
Aspiriant 2012 - 2015
Wilshire Associates 1998 - 2011
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Investments, Equities, Fixed Income, Risk Analytics, Performance Measurement, Asset Management, Investment Management, Institutional..., Portfolio Management, Attribution, Fund Analysis, Investment Policy, Client Service, Product Management, Pension Funds, Endowments, Foundations, Analytics, Benchmarking, Performance Reporting, Global Investment..., Investment Strategies
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
Plattsburgh College, State University of New York
BS, Biochemistry/Biophysics
Savos Investments 2015 - Present
Aspiriant 2012 - 2015
Wilshire Associates 1998 - 2011
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Investments, Equities, Fixed Income, Risk Analytics, Performance Measurement, Asset Management, Investment Management, Institutional..., Portfolio Management, Attribution, Fund Analysis, Investment Policy, Client Service, Product Management, Pension Funds, Endowments, Foundations, Analytics, Benchmarking, Performance Reporting, Global Investment..., Investment Strategies
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
Plattsburgh College, State University of New York
BS, Biochemistry/Biophysics
Dean Raab Dean Raab's Aspiriant Experience June 2011 - August 2011
Job Business Development at Crowdtap
Industry Marketing and Advertising
Experience
Crowdtap June 2014 - Present
Fuze, Inc. May 2014 - May 2014
Fuze, Inc. December 2012 - April 2014
The League Insiders February 2012 - December 2012
Aspiriant June 2011 - August 2011
Peninsula Custom Homes, Inc. June 2010 - August 2010
Skills
Sales, Salesforce.com, Teamwork, Cold Calling, Bird Watching, Business Development, Direct Sales, PowerPoint, Public Speaking, Blogging, Self-esteem, Account Management, Sales Prospecting, Microsoft Excel, Photoshop, Organization, Time Management, Video Conferencing, Financial Analysis, Customer Satisfaction, Video Production, Selling, Lead Generation, Fantasy Football, Beast, Research, Windows, Versatility, Facebook, Microsoft Word
Education
Colgate University 2008 — 2012
Bachelor of Arts (B.A.), Political Science
John Cabot University and CEA 2010 — 2010
Menlo Highschool 2004 — 2008
Crowdtap June 2014 - Present
Fuze, Inc. May 2014 - May 2014
Fuze, Inc. December 2012 - April 2014
The League Insiders February 2012 - December 2012
Aspiriant June 2011 - August 2011
Peninsula Custom Homes, Inc. June 2010 - August 2010
Skills
Sales, Salesforce.com, Teamwork, Cold Calling, Bird Watching, Business Development, Direct Sales, PowerPoint, Public Speaking, Blogging, Self-esteem, Account Management, Sales Prospecting, Microsoft Excel, Photoshop, Organization, Time Management, Video Conferencing, Financial Analysis, Customer Satisfaction, Video Production, Selling, Lead Generation, Fantasy Football, Beast, Research, Windows, Versatility, Facebook, Microsoft Word
Education
Colgate University 2008 — 2012
Bachelor of Arts (B.A.), Political Science
John Cabot University and CEA 2010 — 2010
Menlo Highschool 2004 — 2008
Diane York's Aspiriant Experience October 2010 - January 2015
Job
Industry Financial Services
Experience
Robert Half Financial Services January 2015 - Present
Aspiriant October 2010 - January 2015
Deloitte October 2006 - October 2010
TRI Minnesota Mortgage February 2003 - July 2005
Box Financial July 1999 - December 2002
Proex Photo March 1996 - July 1999
Skills
Recruiting, Permanent Placement, Investments, Financial Services, Financial Analysis, Financial Reporting, Financial Statements, Client Relations, Project Coordination, Mutual Funds, Microsoft Office, Salesforce.com, Task Management, Communication, Collaborative Problem...
Education
College of St. Catherine
Business Administration: Marketing and Management
Northwestern College
Robert Half Financial Services January 2015 - Present
Aspiriant October 2010 - January 2015
Deloitte October 2006 - October 2010
TRI Minnesota Mortgage February 2003 - July 2005
Box Financial July 1999 - December 2002
Proex Photo March 1996 - July 1999
Skills
Recruiting, Permanent Placement, Investments, Financial Services, Financial Analysis, Financial Reporting, Financial Statements, Client Relations, Project Coordination, Mutual Funds, Microsoft Office, Salesforce.com, Task Management, Communication, Collaborative Problem...
Education
College of St. Catherine
Business Administration: Marketing and Management
Northwestern College
Jeffrey Cornez Jeffrey Cornez's Aspiriant Experience April 2015 - Present
Job Portfolio Administrator at Aspiriant
Industry Financial Services
Experience
Aspiriant April 2015 - Present
Aspiriant January 2015 - April 2015
Aspiriant December 2013 - December 2014
Just Scratch It!® January 2013 - July 2013
Teal Bend GC 2007 - 2012
Skills
Account Management, Advertising, Integrated Marketing, Marketing Strategy, Marketing, Sales, New Business Development, Social Media, B2B, Market Research
Education
CSU East Bay 2010 — 2012
Bachelor of Science (BS), Economics and Finance
Sacramento City College 2007 — 2010
Associate of Arts (AA), Social Sciences
Aspiriant April 2015 - Present
Aspiriant January 2015 - April 2015
Aspiriant December 2013 - December 2014
Just Scratch It!® January 2013 - July 2013
Teal Bend GC 2007 - 2012
Skills
Account Management, Advertising, Integrated Marketing, Marketing Strategy, Marketing, Sales, New Business Development, Social Media, B2B, Market Research
Education
CSU East Bay 2010 — 2012
Bachelor of Science (BS), Economics and Finance
Sacramento City College 2007 — 2010
Associate of Arts (AA), Social Sciences
Kate Bonner's Aspiriant Experience 2012 - 2014
Job Executive Assistant, Production Artist
Industry
Experience
Kate Bonner 2002 - Present
The Ligature 2014 - 2015
Aspiriant 2012 - 2014
Self Employed 2009 - 2012
RJL Resources 2009 - 2010
Building Conservation Associates 2008 - 2009
Hachette Filipacchi 2007 - 2008
Lighthouse International January 2005 - October 2006
Kiyosato Education Experiment Project (KEEP) August 2004 - July 2005
Skills
Fine Art, Photography, Contemporary Art, Photoshop, Sculpture, Adobe Creative Suite, Art History, Art Education, Drawing, Illustrator, InDesign
Education
California College of the Arts 2010 — 2012
Master of Fine Arts (MFA), Studio Arts
Calvin College 1998 — 2002
Bachelor of Fine Arts (BFA), Studio Arts
Kate Bonner 2002 - Present
The Ligature 2014 - 2015
Aspiriant 2012 - 2014
Self Employed 2009 - 2012
RJL Resources 2009 - 2010
Building Conservation Associates 2008 - 2009
Hachette Filipacchi 2007 - 2008
Lighthouse International January 2005 - October 2006
Kiyosato Education Experiment Project (KEEP) August 2004 - July 2005
Skills
Fine Art, Photography, Contemporary Art, Photoshop, Sculpture, Adobe Creative Suite, Art History, Art Education, Drawing, Illustrator, InDesign
Education
California College of the Arts 2010 — 2012
Master of Fine Arts (MFA), Studio Arts
Calvin College 1998 — 2002
Bachelor of Fine Arts (BFA), Studio Arts
Clay Stevens Clay Stevens's Aspiriant Experience October 2003 - Present
Job Estate Planning Attorney
Industry Law Practice
Experience
Primiani & Stevens, PC November 2003 - Present
Aspiriant October 2003 - Present
Chapman University June 2003 - December 2014
myCFO February 2001 - October 2003
Gibson, Dunn & Crutcher LLP February 1998 - February 2001
Skills
Estate Tax Planning, Estate Planning, High Net Worth..., Tax Law, Legal Writing, Trusts, Tax, Estate Law
Education
New York University School of Law 1995 — 1996
L.LM., Taxation
Pepperdine University School of Law 1992 — 1995
JD, Law
Occidental College 1988 — 1991
B.A., Economics
Saguaro High School
Primiani & Stevens, PC November 2003 - Present
Aspiriant October 2003 - Present
Chapman University June 2003 - December 2014
myCFO February 2001 - October 2003
Gibson, Dunn & Crutcher LLP February 1998 - February 2001
Skills
Estate Tax Planning, Estate Planning, High Net Worth..., Tax Law, Legal Writing, Trusts, Tax, Estate Law
Education
New York University School of Law 1995 — 1996
L.LM., Taxation
Pepperdine University School of Law 1992 — 1995
JD, Law
Occidental College 1988 — 1991
B.A., Economics
Saguaro High School
Lindsey Cornell, CFP® Lindsey Cornell, CFP®'s Aspiriant Experience January 2012 - May 2013
Job CERTIFIED FINANCIAL PLANNER™ Professional
Industry Financial Services
Experience
Monograph Wealth Advisors July 2015 - Present
Aspiriant January 2012 - May 2013
Aspiriant October 2010 - December 2011
Aspiriant January 2009 - September 2010
Aspiriant January 2008 - December 2008
Quintile Wealth Management March 2007 - December 2007
NBCUniversal, Inc. February 2006 - December 2006
Skills
Investment Advisory, Management, Investments, Financial Analysis, Financial Modeling, Asset Management, Entertainment, Finance, Alternative Investments, Investment Management, Television, Wealth Management, Asset Allocation, Portfolio Management
Education
UCLA Mindful Awareness Research Center 2014 — 2015
Mindful Awareness Practices for Daily Living
UC Irvine, Extension
Certificate, Financial Planning Association® Residency Program
UCLA Extension 2006 — 2009
Certificate, Personal Financial Planning
Bucknell University 2001 — 2005
Bachelor of Arts, Economics
Monograph Wealth Advisors July 2015 - Present
Aspiriant January 2012 - May 2013
Aspiriant October 2010 - December 2011
Aspiriant January 2009 - September 2010
Aspiriant January 2008 - December 2008
Quintile Wealth Management March 2007 - December 2007
NBCUniversal, Inc. February 2006 - December 2006
Skills
Investment Advisory, Management, Investments, Financial Analysis, Financial Modeling, Asset Management, Entertainment, Finance, Alternative Investments, Investment Management, Television, Wealth Management, Asset Allocation, Portfolio Management
Education
UCLA Mindful Awareness Research Center 2014 — 2015
Mindful Awareness Practices for Daily Living
UC Irvine, Extension
Certificate, Financial Planning Association® Residency Program
UCLA Extension 2006 — 2009
Certificate, Personal Financial Planning
Bucknell University 2001 — 2005
Bachelor of Arts, Economics
Phil Kastenholz Phil Kastenholz's Aspiriant Experience October 2010 - Present
Job Director, Aspiriant
Industry Investment Management
Experience
Aspiriant October 2010 - Present
Milwaukee Kickers Soccer Club August 2010 - Present
Deloitte Investment Advisors LLC May 2002 - September 2010
Arthur Andersen May 1999 - May 2002
Brady Corporation 1998 - 1998
Skills
Asset Allocation, Strategic Financial..., Certified Financial..., Chartered Financial..., CPA, Estate Planning, Investment Advisory, Personal Financial...
Education
Marquette University 1996 — 1999
Bachelor of Science (B.S.), Accounting
Brown Deer
Cardinal Stritch University
Aspiriant October 2010 - Present
Milwaukee Kickers Soccer Club August 2010 - Present
Deloitte Investment Advisors LLC May 2002 - September 2010
Arthur Andersen May 1999 - May 2002
Brady Corporation 1998 - 1998
Skills
Asset Allocation, Strategic Financial..., Certified Financial..., Chartered Financial..., CPA, Estate Planning, Investment Advisory, Personal Financial...
Education
Marquette University 1996 — 1999
Bachelor of Science (B.S.), Accounting
Brown Deer
Cardinal Stritch University
Phillip Parkerson Phillip Parkerson's Aspiriant Experience January 2015 - Present
Job Director Investment Operations, Principal
Industry Financial Services
Experience
Aspiriant January 2015 - Present
Aspiriant January 2009 - December 2014
Aspiriant August 2005 - December 2008
Lincoln Financial Advisors 2001 - 2004
Charles Schwab & Co., Inc. 1992 - 2001
Shaklee Corporation 1990 - 1991
Skills
Investment Advisory, Investments, Wealth Management, Asset Allocation, Investment Management, Mutual Funds, Investment Strategies, Retirement Planning, Asset Management, Wealth Management..., Estate Planning, High Net Worth..., Portfolio Management, Strategic Financial..., Securities, Retirement
Education
University of North Carolina at Chapel Hill 1982 — 1987
Bachelor of Arts (B.A.)
Aspiriant January 2015 - Present
Aspiriant January 2009 - December 2014
Aspiriant August 2005 - December 2008
Lincoln Financial Advisors 2001 - 2004
Charles Schwab & Co., Inc. 1992 - 2001
Shaklee Corporation 1990 - 1991
Skills
Investment Advisory, Investments, Wealth Management, Asset Allocation, Investment Management, Mutual Funds, Investment Strategies, Retirement Planning, Asset Management, Wealth Management..., Estate Planning, High Net Worth..., Portfolio Management, Strategic Financial..., Securities, Retirement
Education
University of North Carolina at Chapel Hill 1982 — 1987
Bachelor of Arts (B.A.)
Leigh Shimamoto's Aspiriant Experience 2005 - 2013
Job
Industry Investment Management
Experience
Vernal Point August 2014 - Present
FC Advisors 2013 - 2014
Aspiriant 2005 - 2013
Financial Planning Association of San Francisco January 2010 - December 2011
Merrill Lynch April 2000 - June 2005
Education
Santa Clara University School of Law 1995 — 1998
JD
University of California, San Diego 1991 — 1995
BA
Vernal Point August 2014 - Present
FC Advisors 2013 - 2014
Aspiriant 2005 - 2013
Financial Planning Association of San Francisco January 2010 - December 2011
Merrill Lynch April 2000 - June 2005
Education
Santa Clara University School of Law 1995 — 1998
JD
University of California, San Diego 1991 — 1995
BA
Jack McKee's Aspiriant Experience June 2013 - Present
Job Systems Administrator at Aspiriant
Industry Information Technology and Services
Experience
Aspiriant June 2013 - Present
May Festival Chorus August 2012 - Present
BHE Environmental, Inc. April 2001 - May 2013
WCG 2012 2012 - 2012
Ethicon Endo-Surgery June 1997 - March 2001
Association for Quality & Participation 1997 - 1997
Chatfield College August 1990 - December 1996
Little Professor April 1988 - August 1990
Cincinnati Business Courier April 1984 - January 1988
Skills
Microsoft Office, Training, IT Management, Team Building, IT Operations, Network Administration, Windows Server, Backup Exec, Active Directory, Microsoft Operating..., Management, Servers, Terminal Services, Vendor Management, Desktop Administration, System Administration, Microsoft Exchange, Help Desk Support, System Deployment, Remote Desktop, Citrix, Workstations, Citrix Metaframe, Server Administration, Microsoft Servers, Microsoft Technologies, Data Center, IT Service Management, Technical Writing, Public Speaking, WSUS, Group Policy, Process Improvement, Microsoft Word, Antivirus, Windows, Data Management, Project Management, Troubleshooting, Disaster Recovery, Networking
Education
University of Cincinnati 1978 — 1984
BA, English & Comparative Literature
Anderson High School 1972 — 1976
Aspiriant June 2013 - Present
May Festival Chorus August 2012 - Present
BHE Environmental, Inc. April 2001 - May 2013
WCG 2012 2012 - 2012
Ethicon Endo-Surgery June 1997 - March 2001
Association for Quality & Participation 1997 - 1997
Chatfield College August 1990 - December 1996
Little Professor April 1988 - August 1990
Cincinnati Business Courier April 1984 - January 1988
Skills
Microsoft Office, Training, IT Management, Team Building, IT Operations, Network Administration, Windows Server, Backup Exec, Active Directory, Microsoft Operating..., Management, Servers, Terminal Services, Vendor Management, Desktop Administration, System Administration, Microsoft Exchange, Help Desk Support, System Deployment, Remote Desktop, Citrix, Workstations, Citrix Metaframe, Server Administration, Microsoft Servers, Microsoft Technologies, Data Center, IT Service Management, Technical Writing, Public Speaking, WSUS, Group Policy, Process Improvement, Microsoft Word, Antivirus, Windows, Data Management, Project Management, Troubleshooting, Disaster Recovery, Networking
Education
University of Cincinnati 1978 — 1984
BA, English & Comparative Literature
Anderson High School 1972 — 1976
Jeff Ballin's Aspiriant Experience July 2011 - February 2014
Job Portfolio Administrator at Meridian Investment Counsel
Industry Financial Services
Experience
Meridian Investment Counsel January 2015 - Present
Aspiriant July 2011 - February 2014
Goldstein Munger + Associates July 2007 - February 2011
Charles Schwab July 1989 - April 2007
Skills
Mutual Funds, Asset Allocation, Financial Services, Investment Operations, FINRA, Trading, Wealth
Education
University of California, Santa Barbara 1980 — 1984
B.A., Political Science, Business Economics
Meridian Investment Counsel January 2015 - Present
Aspiriant July 2011 - February 2014
Goldstein Munger + Associates July 2007 - February 2011
Charles Schwab July 1989 - April 2007
Skills
Mutual Funds, Asset Allocation, Financial Services, Investment Operations, FINRA, Trading, Wealth
Education
University of California, Santa Barbara 1980 — 1984
B.A., Political Science, Business Economics
Sonja Breeding's Aspiriant Experience February 2003 - November 2008
Job Financial Planner at Homewood Capital
Industry Financial Services
Experience
Homewood Capital December 2008 - Present
Aspiriant February 2003 - November 2008
Education
University of California, Los Angeles 1995 — 1999
Mathematics
UC Berkeley
Homewood Capital December 2008 - Present
Aspiriant February 2003 - November 2008
Education
University of California, Los Angeles 1995 — 1999
Mathematics
UC Berkeley
Kevin Woolley's Aspiriant Experience November 2012 - Present
Job Manager Aspiriant Funds at Aspiriant
Industry Financial Services
Experience
Aspiriant November 2012 - Present
wilshire associates July 2002 - November 2012
Education
Californian Lutheran University
MBA, Sales & Marketing
University of San Diego
Bachelor of Science (BS), Economics
Aspiriant November 2012 - Present
wilshire associates July 2002 - November 2012
Education
Californian Lutheran University
MBA, Sales & Marketing
University of San Diego
Bachelor of Science (BS), Economics
Jordan Overby's Aspiriant Experience September 2013 - Present
Job Resident Associate at Aspiriant
Industry Financial Services
Experience
Aspiriant September 2013 - Present
Red Wheel/Weiser April 2013 - August 2013
Red Wheel/Weiser May 2010 - March 2013
Red Wheel/Weiser January 2006 - June 2010
Skills
Editorial, Books, Publishing, Fact-checking, Copy Editing
Education
Brescia University
UC Berkeley
Aspiriant September 2013 - Present
Red Wheel/Weiser April 2013 - August 2013
Red Wheel/Weiser May 2010 - March 2013
Red Wheel/Weiser January 2006 - June 2010
Skills
Editorial, Books, Publishing, Fact-checking, Copy Editing
Education
Brescia University
UC Berkeley
Darcy O'Brien's Aspiriant Experience March 2008 - November 2011
Job Vice President, Head of Marketing and Communications at Massey Quick & Co., LLC
Industry Financial Services
Experience
Massey Quick & Co., LLC February 2015 - Present
Select Equity Group, L.P. March 2014 - January 2015
Massey Quick & Co., LLC December 2011 - March 2014
Aspiriant March 2008 - November 2011
Aspiriant March 2008 - June 2010
Concepts TV August 2007 - January 2008
Priority Films December 2005 - February 2006
Skills
Investments, Critical Thinking, Strategic Financial..., Strategy, Wealth Management, Equities, Customer Service, Leadership, Management, Private Equity, Financial Analysis, Microsoft Excel, Accounting, Investment Management, Mutual Funds
Education
Bucknell University 2005 — 2007
Degree: Bachelor of Arts, English & Sociology
Bucknell University 2004 — 2007
Bachelor of Arts, Sociology and English
James Cook University 2006 — 2006
BA, English & Sociology
Massey Quick & Co., LLC February 2015 - Present
Select Equity Group, L.P. March 2014 - January 2015
Massey Quick & Co., LLC December 2011 - March 2014
Aspiriant March 2008 - November 2011
Aspiriant March 2008 - June 2010
Concepts TV August 2007 - January 2008
Priority Films December 2005 - February 2006
Skills
Investments, Critical Thinking, Strategic Financial..., Strategy, Wealth Management, Equities, Customer Service, Leadership, Management, Private Equity, Financial Analysis, Microsoft Excel, Accounting, Investment Management, Mutual Funds
Education
Bucknell University 2005 — 2007
Degree: Bachelor of Arts, English & Sociology
Bucknell University 2004 — 2007
Bachelor of Arts, Sociology and English
James Cook University 2006 — 2006
BA, English & Sociology
Ed Eksterowicz's Aspiriant Experience July 2011 - Present
Job Accounting/Finance Manager at Aspiriant
Industry Financial Services
Experience
Aspiriant July 2011 - Present
i365 A Seagate Company March 2008 - July 2011
Skills
Revenue Recognition, Financial Analysis, Management, Account Reconciliation, Financial Reporting, Finance, Sales, Forecasting, Variance Analysis, Strategic Financial..., Leadership, Analysis, Sarbanes-Oxley Act, Financial Modeling, Accounting, Financial Planning
Education
Golden Gate University 2004 — 2006
MBA, Finance
University of Houston
BBA, Accounting/Taxation
Aspiriant July 2011 - Present
i365 A Seagate Company March 2008 - July 2011
Skills
Revenue Recognition, Financial Analysis, Management, Account Reconciliation, Financial Reporting, Finance, Sales, Forecasting, Variance Analysis, Strategic Financial..., Leadership, Analysis, Sarbanes-Oxley Act, Financial Modeling, Accounting, Financial Planning
Education
Golden Gate University 2004 — 2006
MBA, Finance
University of Houston
BBA, Accounting/Taxation
Benjamin Schmidt's Aspiriant Experience April 2015 - Present
Job Director of Fund Administration at Aspiriant
Industry Financial Services
Experience
Aspiriant April 2015 - Present
UMB Fund Services November 2006 - April 2015
UMB Fund Services December 2005 - November 2006
UMB Fund Services December 2002 - April 2005
UMB Fund Services October 2000 - December 2002
Thrivent Financial January 2000 - June 2000
Skills
Mutual Funds, Hedge Funds, Compliance, Microsoft Office, Investment Companies, SEC reporting, Fund Administration, Financial Reporting, SEC filings, Alternative Investments, Securities, Financial Services, Finance, Portfolio Management
Education
Marquette University 1997 — 1999
Bachelor of Science (BS), Finance, General
Bethany Lutheran College 1995 — 1997
Liberal Arts
Aspiriant April 2015 - Present
UMB Fund Services November 2006 - April 2015
UMB Fund Services December 2005 - November 2006
UMB Fund Services December 2002 - April 2005
UMB Fund Services October 2000 - December 2002
Thrivent Financial January 2000 - June 2000
Skills
Mutual Funds, Hedge Funds, Compliance, Microsoft Office, Investment Companies, SEC reporting, Fund Administration, Financial Reporting, SEC filings, Alternative Investments, Securities, Financial Services, Finance, Portfolio Management
Education
Marquette University 1997 — 1999
Bachelor of Science (BS), Finance, General
Bethany Lutheran College 1995 — 1997
Liberal Arts
Song Park's Aspiriant Experience January 2008 - Present
Job Director at Aspiriant, Principal at Aspiriant
Industry Financial Services
Experience
Aspiriant January 2008 - Present
Education
University of California, Santa Barbara
Aspiriant January 2008 - Present
Education
University of California, Santa Barbara
Man Chiang's Aspiriant Experience June 2013 - August 2013
Job Investment Analyst at Mosaic Financial Partners
Industry Financial Services
Experience
aspiriant June 2013 - August 2013
Mosaic Financial Partners October 2012 - June 2013
Verisight, Inc August 2008 - April 2012
PensionOne Advisors November 2007 - August 2008
Milliman February 2006 - February 2007
Longs Drugs 2005 - 2006
Skills
excel, powerpoint, Outlook, Microsoft Excel, Valuation, Risk Management, Access, Accounting, Banking, Data Analysis, Account Reconciliation, Financial Reporting, Microsoft Office, Financial Modeling, Customer Service, Microsoft Word, Lotus Notes, Analysis, Process Improvement
Education
San Jose State University 2001 — 2004
Bachelors of Science, Finance
San Jose State University
BS, Finance, General
aspiriant June 2013 - August 2013
Mosaic Financial Partners October 2012 - June 2013
Verisight, Inc August 2008 - April 2012
PensionOne Advisors November 2007 - August 2008
Milliman February 2006 - February 2007
Longs Drugs 2005 - 2006
Skills
excel, powerpoint, Outlook, Microsoft Excel, Valuation, Risk Management, Access, Accounting, Banking, Data Analysis, Account Reconciliation, Financial Reporting, Microsoft Office, Financial Modeling, Customer Service, Microsoft Word, Lotus Notes, Analysis, Process Improvement
Education
San Jose State University 2001 — 2004
Bachelors of Science, Finance
San Jose State University
BS, Finance, General
Adam Stanley, CIMA®'s Aspiriant Experience June 2009 - Present
Job Manager Investment Advisory at Aspiriant
Industry Financial Services
Experience
Aspiriant June 2009 - Present
Deloitte Investment Advisors LLC June 2009 - October 2010
PNC Managed Investments August 2006 - March 2009
Wachovia Bank June 2004 - August 2006
Skills
Wealth Management, Asset Management, Investment Advisory, Asset Allocation, Financial Planning, Portfolio Management, Investments, Financial Analysis
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance and International Business
University of Pittsburgh
Bachelor of Business Administration (BBA), Finance
Aspiriant June 2009 - Present
Deloitte Investment Advisors LLC June 2009 - October 2010
PNC Managed Investments August 2006 - March 2009
Wachovia Bank June 2004 - August 2006
Skills
Wealth Management, Asset Management, Investment Advisory, Asset Allocation, Financial Planning, Portfolio Management, Investments, Financial Analysis
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance and International Business
University of Pittsburgh
Bachelor of Business Administration (BBA), Finance
Ava Klein's Aspiriant Experience August 2008 - Present
Job Associate Strategic Planning
Industry Financial Services
Experience
Aspiriant August 2008 - Present
Education
Arizona State University 2004 — 2006
Bachelors, Fine Art
Aspiriant August 2008 - Present
Education
Arizona State University 2004 — 2006
Bachelors, Fine Art
Rajeev R. Sharan's Aspiriant Experience April 2013 - Present
Job Director at Aspiriant Investment Risk Management (Investment Strategy and Research)
Industry Investment Management
Experience
Aspiriant April 2013 - Present
PanAgora Asset Management June 2012 - September 2012
Standard Chartered Bank October 2010 - December 2011
Deutsche Bank October 2007 - September 2010
Dun & Bradstreet 2006 - 2007
Fractal Analytics February 2005 - August 2006
Skills
Quantitative Finance,..., Team Leadership, Forecasting, FX, Financial Engineering, Derivatives, Model..., Derivatives, Statistical Arbitrage, Financial Risk..., Fixed Income, Tail Risk Hedging, Municipal Bonds, Equities, Portfolio Management, Risk Management, Financial Risk, Asset Management, Bloomberg, Banking, FX Options, Investment Banking, Options
Education
UCLA Anderson School of Management
MFE, Quantitative Finance
Jawaharlal Nehru Vishvavidyalaya
M.Phil, Economics
Jawaharlal Nehru Vishvavidyalaya
M.A, Economics
Aspiriant April 2013 - Present
PanAgora Asset Management June 2012 - September 2012
Standard Chartered Bank October 2010 - December 2011
Deutsche Bank October 2007 - September 2010
Dun & Bradstreet 2006 - 2007
Fractal Analytics February 2005 - August 2006
Skills
Quantitative Finance,..., Team Leadership, Forecasting, FX, Financial Engineering, Derivatives, Model..., Derivatives, Statistical Arbitrage, Financial Risk..., Fixed Income, Tail Risk Hedging, Municipal Bonds, Equities, Portfolio Management, Risk Management, Financial Risk, Asset Management, Bloomberg, Banking, FX Options, Investment Banking, Options
Education
UCLA Anderson School of Management
MFE, Quantitative Finance
Jawaharlal Nehru Vishvavidyalaya
M.Phil, Economics
Jawaharlal Nehru Vishvavidyalaya
M.A, Economics
Thomas Tracy's Aspiriant Experience August 2012 - Present
Job Chief Client Officer at Aspiriant
Industry Financial Services
Experience
Aspiriant August 2012 - Present
Aspiriant January 2009 - January 2012
Deloitte July 1988 - May 1992
Skills
Wealth Management, Investment Management, Alternative Investments, Asset Allocation, High Net Worth..., Portfolio Management, Strategic Financial..., Retirement Planning, Estate Planning
Education
San Francisco State University, College of Business 1985 — 1987
MBA, Finance
Chico State University 1980 — 1983
Bachelor of Arts (B.A.), Economics
Aspiriant August 2012 - Present
Aspiriant January 2009 - January 2012
Deloitte July 1988 - May 1992
Skills
Wealth Management, Investment Management, Alternative Investments, Asset Allocation, High Net Worth..., Portfolio Management, Strategic Financial..., Retirement Planning, Estate Planning
Education
San Francisco State University, College of Business 1985 — 1987
MBA, Finance
Chico State University 1980 — 1983
Bachelor of Arts (B.A.), Economics
Ryan P. Benson, CPA's Aspiriant Experience September 2014 - Present
Job Wealth Management at Aspiriant
Industry Financial Services
Experience
Aspiriant September 2014 - Present
Shuwarger & Company LLP January 2013 - August 2014
PricewaterhouseCoopers July 2007 - December 2012
Skills
Income Tax, CPA, Tax, Tax Preparation, High Net Worth..., GoSystems, Tax Research, Strategic Financial..., International Tax, Financial Planning, Tax Returns, Finance
Education
Bryant University
Business Administration, Accounting
Northeastern University
Masters of Science, Taxation
Aspiriant September 2014 - Present
Shuwarger & Company LLP January 2013 - August 2014
PricewaterhouseCoopers July 2007 - December 2012
Skills
Income Tax, CPA, Tax, Tax Preparation, High Net Worth..., GoSystems, Tax Research, Strategic Financial..., International Tax, Financial Planning, Tax Returns, Finance
Education
Bryant University
Business Administration, Accounting
Northeastern University
Masters of Science, Taxation
Rob Francais's Aspiriant Experience 2008 - 2013
Job Chief Executive Officer, Principal at Aspiriant
Industry Financial Services
Experience
Aspiriant 2008 - 2013
Education
University of California, Los Angeles
Bachelor of Science (B.S.), Economics and Finance
Aspiriant 2008 - 2013
Education
University of California, Los Angeles
Bachelor of Science (B.S.), Economics and Finance
Kristen Fong's Aspiriant Experience October 2013 - Present
Job Portfolio Administrator at Aspiriant
Industry Financial Services
Experience
Aspiriant October 2013 - Present
First Republic Private Wealth Management June 2013 - October 2013
First Republic Bank July 2011 - December 2012
Addison Avenue Federal Credit Union April 2010 - April 2011
Bank of America January 2006 - November 2009
Skills
Microsoft Excel, Access, PowerPoint, Financial Analysis, Banking, Customer Service, Financial Modeling, Capital Structure..., Microsoft Word, QuickBooks, Quicken, Research, Project Management, Investments, Portfolio Management, Microsoft Dynamics, Salesforce.com, Corporate Finance
Education
University of San Francisco 2010 — 2012
Masters, Financial Analysis
Kaplan University
Financial Planning
San Jose State University 2008 — 2009
Bachelor's Degree, Business Management
Skyline College 2005 — 2008
Associate of Arts (A.A.), Liberal Arts
Aspiriant October 2013 - Present
First Republic Private Wealth Management June 2013 - October 2013
First Republic Bank July 2011 - December 2012
Addison Avenue Federal Credit Union April 2010 - April 2011
Bank of America January 2006 - November 2009
Skills
Microsoft Excel, Access, PowerPoint, Financial Analysis, Banking, Customer Service, Financial Modeling, Capital Structure..., Microsoft Word, QuickBooks, Quicken, Research, Project Management, Investments, Portfolio Management, Microsoft Dynamics, Salesforce.com, Corporate Finance
Education
University of San Francisco 2010 — 2012
Masters, Financial Analysis
Kaplan University
Financial Planning
San Jose State University 2008 — 2009
Bachelor's Degree, Business Management
Skyline College 2005 — 2008
Associate of Arts (A.A.), Liberal Arts
Ginny King's Aspiriant Experience ManagermyCFO1999 - 2001
Job Wealth Manager, Principal, Aspiriant
Industry Financial Services
Experience
Aspiriant ManagermyCFO1999 - 2001
Arthur Andersen 1998 - 2000
Ernst & Young 1996 - 1998
Skills
Financial Modeling, Financial Planners, Financial Analysis, Wealth, Strategic Planning, Income Tax, Accounting, Mutual Funds, Equities, Private Banking, Business Planning, Business Strategy, Private Equity, Venture Capital
Education
Southwestern University School of Law 1992 — 1995
JD
University of California, Irvine 1990 — 1992
BS, Social Sciences
Aspiriant ManagermyCFO1999 - 2001
Arthur Andersen 1998 - 2000
Ernst & Young 1996 - 1998
Skills
Financial Modeling, Financial Planners, Financial Analysis, Wealth, Strategic Planning, Income Tax, Accounting, Mutual Funds, Equities, Private Banking, Business Planning, Business Strategy, Private Equity, Venture Capital
Education
Southwestern University School of Law 1992 — 1995
JD
University of California, Irvine 1990 — 1992
BS, Social Sciences
Corey Zettler's Aspiriant Experience January 2011 - Present
Job Senior Associate Investment Advisory at Aspiriant
Industry Financial Services
Experience
Aspiriant January 2011 - Present
Baypark Financial Group
The Scotts Miracle-Gro Company 2008 - 2008
Skills
Wealth Management, Investments, Investment Advisory, Portfolio Management, Wealth Management..., Investment Management, Personal Finance, Estate Planning, Financial Analysis, Retirement Planning, Mutual Funds, Finance, Asset Allocation, Insurance, Strategic Financial..., Long Term Care Insurance, IRAs
Education
The Ohio State University 2004 — 2008
Bachelors, Family Financial Management
Aspiriant January 2011 - Present
Baypark Financial Group
The Scotts Miracle-Gro Company 2008 - 2008
Skills
Wealth Management, Investments, Investment Advisory, Portfolio Management, Wealth Management..., Investment Management, Personal Finance, Estate Planning, Financial Analysis, Retirement Planning, Mutual Funds, Finance, Asset Allocation, Insurance, Strategic Financial..., Long Term Care Insurance, IRAs
Education
The Ohio State University 2004 — 2008
Bachelors, Family Financial Management
Steven Satula's Aspiriant Experience October 2011 - Present
Job Associate Investment Advisory at Aspiriant
Industry Investment Management
Experience
Aspiriant October 2011 - Present
Marshall & Ilsley Bank June 2009 - September 2011
Georgia Pacific November 2007 - May 2009
John Ellison Advisory Group, Ltd. May 2008 - August 2008
Skills
Customer Service, Account Management, Marketing, Portfolio Management, Sales, Investments
Education
St. Norbert College 2005 — 2009
Bachelor of Business Administration, General Business, Economics
Aspiriant October 2011 - Present
Marshall & Ilsley Bank June 2009 - September 2011
Georgia Pacific November 2007 - May 2009
John Ellison Advisory Group, Ltd. May 2008 - August 2008
Skills
Customer Service, Account Management, Marketing, Portfolio Management, Sales, Investments
Education
St. Norbert College 2005 — 2009
Bachelor of Business Administration, General Business, Economics
Nathan Wong, CFA's Aspiriant Experience 2008 - Present
Job Senior Analyst
Industry Investment Management
Experience
Aspiriant 2008 - Present
Aspiriant Wealth Management July 2004 - September 2008
United Commercial Bank June 2003 - July 2004
Skills
Asset Management, Economics, Portfolio Management, Wealth Management, Capital Markets, Investments
Education
University of San Francisco 2001 — 2003
Bachelor of Science, International Business
Aspiriant 2008 - Present
Aspiriant Wealth Management July 2004 - September 2008
United Commercial Bank June 2003 - July 2004
Skills
Asset Management, Economics, Portfolio Management, Wealth Management, Capital Markets, Investments
Education
University of San Francisco 2001 — 2003
Bachelor of Science, International Business
Emily McMillen's Aspiriant Experience September 2006 - Present
Job Senior Specialist Investment Operations at Aspiriant
Industry Financial Services
Experience
Aspiriant September 2006 - Present
Skills
Portfolio Management
Education
University of Kentucky 1996 — 2000
Bachelor's degree, Finance and Financial Management Services
Aspiriant September 2006 - Present
Skills
Portfolio Management
Education
University of Kentucky 1996 — 2000
Bachelor's degree, Finance and Financial Management Services
Ryan Mascarinas's Aspiriant Experience April 2014 - February 2015
Job Portfolio Administrator at Aspiriant
Industry Financial Services
Experience
Aspiriant April 2014 - February 2015
Fisher Investments August 2013 - April 2014
Fisher Investments November 2011 - August 2013
Fisher Investments January 2010 - November 2011
Travelers January 2008 - November 2008
Skills
Fixed Income, Sales, Investments, Analysis, Insurance, Portfolio Management, Bloomberg, Asset Management, Financial Modeling, Customer Service, Finance, Financial Analysis, Asset Allocation, Public Speaking, New Business Development, Access
Education
UC Davis 2003 — 2007
Bachelor of Arts (B.A.), Economics
Aspiriant April 2014 - February 2015
Fisher Investments August 2013 - April 2014
Fisher Investments November 2011 - August 2013
Fisher Investments January 2010 - November 2011
Travelers January 2008 - November 2008
Skills
Fixed Income, Sales, Investments, Analysis, Insurance, Portfolio Management, Bloomberg, Asset Management, Financial Modeling, Customer Service, Finance, Financial Analysis, Asset Allocation, Public Speaking, New Business Development, Access
Education
UC Davis 2003 — 2007
Bachelor of Arts (B.A.), Economics