Associated tags: Financial services, Record, Research, Private Asset Management, Woman, Equity
Locations: ORANGE COUNTY, SAN DIEGO, CALIFORNIA, LINDA, MS, LOS ANGELES, SAN FRANCISCO, TEXAS, NEW YORK
LOS ANGELES, May 7, 2024 /PRNewswire/ -- Aspiriant, a leading independent wealth management firm, announced that three new partners have been elected to the firm's ownership group.
Key Points:
- LOS ANGELES, May 7, 2024 /PRNewswire/ -- Aspiriant, a leading independent wealth management firm, announced that three new partners have been elected to the firm's ownership group.
- Of approximately 230 Aspiriant team members, one-third are partners.
- Based in Los Angeles and Cincinnati, the newly named partners possess strong credentials, diverse experience and esteemed client services skills to further Aspiriant's mission of serving high-net-worth and ultra-high-net-worth families throughout the country.
- "Our new partners embody the values that Aspiriant was built upon and continue to help us break the mold in the wealth management industry.
LOS ANGELES, April 4, 2024 /PRNewswire/ -- Aspiriant, a leading independent wealth management firm, is proud to announce that 12 of the firm's financial advisors have been named to the Forbes' 2024 Best-in-State Wealth Advisors list, five of whom are also included on the Forbes' 2024 Best-in-State Top Women Wealth Advisors list.
Key Points:
- LOS ANGELES, April 4, 2024 /PRNewswire/ -- Aspiriant, a leading independent wealth management firm, is proud to announce that 12 of the firm's financial advisors have been named to the Forbes' 2024 Best-in-State Wealth Advisors list, five of whom are also included on the Forbes' 2024 Best-in-State Top Women Wealth Advisors list.
- The distinguished group was recognized for their commitment to helping clients' reach their long-term financial goals through excellence in financial planning, investment management and wealth management services.
- "This honor underscores the client-centric approach that is a cornerstone of Aspiriant, and we are deeply honored by Forbes' consistent recognition of our financial advisors nationwide," said Rob Francais, Chief Executive Officer and partner at Aspiriant.
- Sandi Bragar CFP® - Chief Client Officer, Partner (San Francisco, California)
Lisa Colletti CFP®, JD - Managing Director in Exclusive Family Office, Partner (New York, New York)
Helen Dietz CFP® - Managing Director in Total Wealth Management, Partner (Silicon Valley, California)
Linda Kitchens CFP® - Director in Wealth Management, Partner (San Diego, California)
Mary Ellen Krueger CIMA® - Director in Wealth Management, Partner (Milwaukee, Wisconsin)
Rob Francais CPA – Chief Executive Officer, Member of Board of Directors and Partner (Los Angeles, California)
Sandi Bragar CFP® - Chief Client Officer, Partner (San Francisco, California)
Helen Dietz CFP® - Managing Director in Total Wealth Management, Partner (Silicon Valley, California)
Nayan Lapsiwala CFP®, CFA®, CAIA- Director in Wealth Management, Partner (Silicon Valley, California)
Ryan Benson CFP®, CPA - Director in Wealth Management, Member of Board of Directors and Partner (Orange County, California)
Linda Kitchens CFP® - Director in Wealth Management, Partner (San Diego, California)
Myles Rush CFP®, MS - Director in Wealth Management, Partner (San Diego, California)
Lisa Colletti CFP®, JD - Managing Director in Exclusive Family Officer, Partner (New York, New York)
Ryan T. Nelson CFA® - Director in Investment Advisory, Partner (Austin, Texas)
Mary Ellen Krueger CIMA® - Director in Wealth Management, Partner (Milwaukee, Wisconsin)
David Muchow CFP®, MBA - Director in Wealth Management, Partner (Milwaukee, Wisconsin)
John Petrie CFP®, CIMA®, CPA - Managing Director in Total Wealth Management, Partner (Milwaukee, Wisconsin)
LOS ANGELES, Aug. 1, 2023 /PRNewswire/ -- Aspiriant, a leading independent wealth management firm, today announced the appointments of Mike King as Director in Wealth Management and Mike Lavalle as General Counsel.
Key Points:
- Mike King joins Aspiriant with over 30 years of advisory experience, assisting clients with estate and trust planning, risk management, family governance, philanthropic endeavors and tax planning.
- King previously served as managing director at Truist Wealth and held positions at Goldman Sach's Ayco and Merrill Lynch Global Wealth Management.
- As General Counsel, Mike Lavalle will work with all corners of the organization, including the National Leadership Team and Board of Directors.
- Lavalle brings to Aspiriant an extensive legal background and has covered many aspects of corporate law and financial services.
LOS ANGELES, May 10, 2023 /PRNewswire/ -- Aspiriant, a leading independent wealth management firm, today announced that eight new partners have been elected to the firm's ownership group.
Key Points:
- LOS ANGELES, May 10, 2023 /PRNewswire/ -- Aspiriant, a leading independent wealth management firm, today announced that eight new partners have been elected to the firm's ownership group.
- Of Aspiriant's 220 team members, approximately one-third are partners of the firm.
- The 2023 new partner group helps maintain both the sustainability of Aspiriant's business model and its independence.
- The eight new Aspiriant partners include:
Camila Kremer , CFA®, CAIA – Sr. Research Analyst in Investment Strategy & Research (Los Angeles)
"We are excited to welcome this year's class of partners," said Rob Francais, co-founder and CEO of Aspiriant.
Retrieved on:
Friday, February 10, 2023
LOS ANGELES, Feb. 10, 2023 /PRNewswire/ -- Aspiriant, a leading independent wealth management firm, announced today that it has been awarded the 2023 Best Private Wealth Manager over $5B in Client Service award by Private Asset Management.
Key Points:
- LOS ANGELES, Feb. 10, 2023 /PRNewswire/ -- Aspiriant, a leading independent wealth management firm, announced today that it has been awarded the 2023 Best Private Wealth Manager over $5B in Client Service award by Private Asset Management.
- The award recognizes service excellence among wealth managers, delivered through a proven commitment to client planning and lifestyle objectives, positive client outcomes and high-quality tax and estate services.
- Aspiriant previously won the 2022 Diversity, Equity and Inclusion award from Private Asset Management.
- The 2023 Best Private Wealth Manager award was accepted in New York City by Aspiriant's New York wealth management team.
Retrieved on:
Wednesday, February 17, 2021
LOS ANGELES, Feb. 17, 2021 /PRNewswire/ --Aspiriant, a leading independent wealth management firm, announced today that it has appointed Summer Hammons as Chief People Officer, a new role the firm created to align with its long-standing core value of caring for and cultivating its people.
Key Points:
- LOS ANGELES, Feb. 17, 2021 /PRNewswire/ --Aspiriant, a leading independent wealth management firm, announced today that it has appointed Summer Hammons as Chief People Officer, a new role the firm created to align with its long-standing core value of caring for and cultivating its people.
- Ms. Hammons has over fourteen years of multi-industry human resources experience.
- The addition of a Chief People Officer supports the firm's plans for elevating the HR function, and Aspiriant has placed its most senior HR role at the executive table.
- Aspiriant is a leading independent wealth management firm in the U.S. with more than $13 billion of assets under management and advisement.
Retrieved on:
Thursday, October 31, 2019
LOS ANGELES, Oct. 31, 2019 /PRNewswire/ -- Aspiriant ( www.aspirant.com ), a leading independent wealth management firm, today announced that its Co-founder and Chief Executive Officer Rob Francais has been inducted into the Barron's Hall of Fame.
Key Points:
- LOS ANGELES, Oct. 31, 2019 /PRNewswire/ -- Aspiriant ( www.aspirant.com ), a leading independent wealth management firm, today announced that its Co-founder and Chief Executive Officer Rob Francais has been inducted into the Barron's Hall of Fame.
- The hall of fame is an award that pays tribute to advisors who demonstrate long-term success and commitment to their clients.
- "This is one of the greatest recognitions a financial advisor can have, and one of the highest compliments," said Francais.
- Under Rob's leadership and vision, Aspiriant has grown into the third largest independently owned wealth management firm in the country.
LOS ANGELES, May 20, 2019 /PRNewswire/ --Aspiriant, a leading independent wealth management firm, today announced that its Chief Executive Officer and Co-founder Rob Francais has been honored by the Los Angeles Business Journal with its LA 500 Award for a second consecutive year.
Key Points:
- LOS ANGELES, May 20, 2019 /PRNewswire/ --Aspiriant, a leading independent wealth management firm, today announced that its Chief Executive Officer and Co-founder Rob Francais has been honored by the Los Angeles Business Journal with its LA 500 Award for a second consecutive year.
- The annual LA 500 Award / Most Influential Angelenos recognizes the 500 most powerful executives and business leaders, trend setters and thought leaders who drive economic growth in Los Angeles and Southern California.
- Under Rob's leadership and vision, Aspiriant has grown into the third largest independently owned wealth management firm in the country.
- Aspiriant is a leading independent wealth management firm in the U.S. with more than$12 billionof assets under management and advisement.
LOS ANGELES, May 16, 2019 /PRNewswire/ --Aspiriant, a leading independent wealth management firm, today announced that three new partners across Los Angeles, San Francisco and Austinhave been voted into the owner group by the existing partners.
Key Points:
- LOS ANGELES, May 16, 2019 /PRNewswire/ --Aspiriant, a leading independent wealth management firm, today announced that three new partners across Los Angeles, San Francisco and Austinhave been voted into the owner group by the existing partners.
- "I am excited and proud to welcome this year's new class of partners," saidRob Francais, co-founder and chief executive officer of Aspiriant.
- The Three New Partners at Aspiriant Include:
Aspiriant is perpetually improving for its clients and is designed to outlast the current partners and remain independent indefinitely.
- Aspiriant is a leading independent wealth management firm in the U.S. with more than$12 billionof assets under management and advisement.
These new principals are particularly distinctive in that they are all under the age of 39," said Rob Francais, Co-Founder and CEO, Aspiriant.
Key Points:
- These new principals are particularly distinctive in that they are all under the age of 39," said Rob Francais, Co-Founder and CEO, Aspiriant.
- All principals take on the financial responsibility of helping the firm remain permanently independent on behalf of clients and their people.
- The new principals are voted into the Principal Group by the existing principals.
- To accomplish this, Aspiriant has built a team with expertise across all the different areas of our clients' financial lives.
