Aspiriant is an investment management company that specializes in investment management and wealth planning services. The company specializes in in customization and personalization, drawing on an immense range of services.It was founded in 2008 and headquartered in Los Angeles, California.

Risk & Compliance

Aspiriant

Aspiriant's headquarters in Los Angeles, CA, United States

Rob Francais

John Allen

Cammie Doder

Pagie Poole

Dave Grecsek

Natalie Morrella

Michael Lavalle

Michael King

Shanda Gentry

Sandi Bragar

Alec Manoukian

Summer Hammons

Doug Hendrickson

The Wealth Management Operations team at Aspiriant focuses on delivering exceptional client service and executing tailored wealth management strategies. They oversee investment operations, manage client relationships, and ensure seamless communication between wealth managers and clients. This team plays a crucial role in optimizing investment performance and enhancing the overall client experience through personalized service and meticulous operational support.

Wealth Management Operations

The Leadership Team at Aspiriant is responsible for guiding the strategic direction of the company, ensuring alignment with its mission of delivering customized investment management and wealth planning services. Comprising executives with expertise in various areas including investment strategy, compliance, technology, and client relations, this team cultivates a culture of innovation, accountability, and client-centricity to enhance the overall client experience and business growth.

Leadership Team

The Finance and Accounting team at Aspiriant is responsible for overseeing the company's financial operations and ensuring accurate financial reporting. This includes managing budgets, financial analysis, tax compliance, and fund administration, all while supporting the firm’s investment management and wealth planning services. Their expertise aids in delivering personalized financial solutions to clients and contributes to the overall financial health of the company.

Finance and Accounting

The Marketing and Client Engagement team at Aspiriant is responsible for crafting and executing strategic marketing initiatives to enhance brand visibility and client acquisition. They leverage data analytics to understand client needs and preferences, ensuring personalized communication and engagement. By collaborating closely with other departments, the team aims to foster strong relationships with clients and prospects, ultimately driving growth and retention in the investment management sector.

Marketing and Client Engagement

The Tax Services team at Aspiriant provides comprehensive tax planning and compliance solutions tailored to the unique needs of clients. Leveraging their expertise, the team works collaboratively to minimize tax liabilities, ensure regulatory compliance, and optimize wealth management strategies, ultimately enhancing clients' financial well-being.

Tax Services

The Investment Strategy and Research team at Aspiriant is responsible for developing and executing tailored investment strategies to meet the unique needs of clients. They conduct in-depth market research, analyze investment opportunities, and collaborate with other teams to ensure a holistic approach to wealth planning. By leveraging their expertise, they aim to optimize portfolio performance while aligning with clients' financial goals.

��

Aspiriant

Org chart

Teams

Wealth Management Operations

Leadership Team

Finance and Accounting

Marketing and Client Engagement

Tax Services

Investment Strategy and Research

Offices

��������

Aspiriant

Org chart

Teams

Wealth Management Operations

Leadership Team

Finance and Accounting

Marketing and Client Engagement

Tax Services

Investment Strategy and Research

Offices

Related companies

��