Aspiriant
Sam Lee is an experienced professional in the finance industry, currently serving as the Director of Investment Advisory and Principal at Aspiriant. Prior to this role, Sam worked as a Senior Financial Analyst at Warner Bros. Studios and as a Senior Associate at PricewaterhouseCoopers. Sam holds an MBA in Corporate Finance & Entrepreneurship from USC Marshall School of Business and a Bachelor of Science in Corporate Finance from CSU Northridge.
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.