Aspiriant Welcomes Two Veteran Advisors to Enhance Services

Aspiriant Welcomes New Talent in Wealth Management

Aspiriant, an employee-owned wealth management firm, is proud to announce the addition of two accomplished advisors to its team. The recent appointments of Tim Harvey and Rohit Mansukhani demonstrate Aspiriant's commitment to excellence and its independent ownership model, which remains attractive to top-tier talent.

Background of the New Advisors

Tim Harvey joins Aspiriant's Total Wealth Management group after a successful two-decade career in investment management and financial planning. His impressive resume includes roles such as Chief Investment Strategist. At Aspiriant, Tim will spearhead the expansion of the Professional Fiduciary Practice, addressing the specific needs of professional fiduciaries in the local area. He has a strong track record in equity analysis and portfolio design, having previously served as a Senior Wealth Advisor at The Mather Group, where he developed tailored financial plans and proactive investment strategies for his clients.

Rohit Mansukhani's Return

After a hiatus, Rohit Mansukhani has rejoined Aspiriant with a wealth of knowledge and experience gained during his time away. Previously part of the firm from 2015 to 2019, he focuses on high-net-worth and ultra-high-net-worth clients, addressing their intricate financial requirements. Known for simplifying complex financial concepts, Rohit plays a critical role in guiding families through various financial strategies, including estate planning and concentrated stock management. His most recent position was at ICONIQ Capital, where he serviced corporate executives and founders with tailored investment management solutions.

Growth Amidst Changing Landscape

The wealth management industry is currently undergoing significant transformation driven by shifts in market dynamics, notably related to private equity. Amidst these changes, Aspiriant is steadfast in its focus on personalized service and innovative solutions designed for the unique needs of each client. Rob Francais, CEO of Aspiriant, emphasizes the importance of maintaining an employee-centric model while prioritizing client relationships. "The arrival of Tim and Rohit epitomizes the caliber of professionals we attract, as we remain unconstrained by external pressures and continue to build a legacy rooted in trust and exceptional service," he stated.

About Aspiriant

Aspiriant stands as a prominent independent wealth management firm in the United States, managing over $15 billion in assets. With a diverse range of services, the firm caters to more than 2,200 individuals and families nationwide. Aspiriant boasts offices across multiple locations, ensuring comprehensive support tailored to client needs. Clients can expect exemplary service from a team dedicated to their financial well-being, sustained by the robust culture of independence fostering superior advisement.

Frequently Asked Questions

What is Aspiriant's business model?

Aspiriant operates as an employee-owned independent wealth management firm, focusing on providing personalized financial services.

Who are the new advisors at Aspiriant?

Tim Harvey and Rohit Mansukhani have recently joined Aspiriant, bringing extensive experience in wealth management and client service.

What services does Aspiriant provide?

Aspiriant offers a full suite of wealth management services, including investment management, financial planning, and fiduciary services.

How does Aspiriant attract top talent?

The firm’s employee-owned model creates a unique workplace culture that values independence and client-first service, appealing to skilled professionals.

What types of clients does Aspiriant serve?

Aspiriant serves high-net-worth and ultra-high-net-worth individuals and families, focusing on comprehensive wealth management tailored to their complex financial needs.

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