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

Sandi Bragar

Michael Lavalle

Michael King

John Allen

Dave Grecsek

Pagie Poole

Natalie Morrella

Cammie Doder

Shanda Gentry

Alec Manoukian

Summer Hammons

Lynne Born

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

This department focuses on providing financial advisory and investment management services to clients.

Wealth Management

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

This department oversees the administration and management of various portfolios to ensure effective resource allocation and strategy execution.

Portfolio Management

This department manages client interactions and ensures service delivery aligns with client needs and expectations.

Client Service Operations

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

Wealth Management

Tax Services

Portfolio Management

Client Service Operations

Investment Strategy and Research

Offices

Aspiriant

Org chart

Teams

Wealth Management Operations

Wealth Management

Tax Services

Portfolio Management

Client Service Operations

Investment Strategy and Research

Offices

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