Aspiriant
Lani Kapur has extensive experience in wealth management, working at Aspiriant for over a decade in various roles from Associate to Director. Lani is skilled in presenting investment information to clients, preparing financial documents, and managing client portfolios. Prior to Aspiriant, Lani worked as a Portfolio Assistant at Ashfield Capital Partners, LLC. Lani holds a Bachelor of Science degree in Finance from Santa Clara University.
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Aspiriant
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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.