Teresa Greenip

Sr. Manager - Wealth Management, Partner at Aspiriant

Teresa Greenip, CFP®, is a Senior Manager - Wealth Management and Partner at Aspiriant. Prior to that, Teresa worked as a Financial Planner at Mosaic Financial Partners and as the Senior Vice President of Corporate Finance & Capital Markets at iStar. Teresa also has experience as a Financial Analyst in Endowments at Emory University. Teresa holds a Bachelor of Business Administration in Accounting and Finance from Emory University and a Certificate in Financial Planning from UC Berkeley Extension.

Location

San Francisco, United States

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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.


Employees

51-200

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