Aspiriant Expands Partner Group with Six New Appointments
Aspiriant Expands Partner Group with Six New Appointments
Aspiriant, a prominent independent wealth management firm, has announced the exciting addition of six new partners to its ownership group. This move reflects Aspiriant's unwavering commitment to its 100% independent and employee-owned business model, aligning the interests of its employees and clients. With approximately 230 team members, it's noteworthy that one-third of them are now partners, showcasing a robust leadership structure.
The partners bring exceptional credentials and diverse expertise, enhancing Aspiriant's mission to provide high-net-worth and ultra-high-net-worth families with clarity and peace of mind through various wealth management capabilities. Their journey at Aspiriant will not only bolster client service but also invigorate the firm's overall strategy and direction.
Meet the New Partners
The new partners are:
Chris Kazmer, CPA, CFP
As a Director in Wealth Management based in Los Angeles, Chris Kazmer exemplifies dedication to client-focused service. His background includes extensive experience helping clients navigate complex financial landscapes.
Mike King, JD
Also a Director in Wealth Management in Los Angeles, Mike King brings a strong legal foundation to the firm, ensuring that clients’ asset management aligns with legal and regulatory standards.
Mike Lavalle, JD
Serving as General Counsel in Los Angeles, Mike Lavalle oversees the firm's legal intricacies, providing counsel crucial for Aspiriant's operational excellence.
Rachel Lee, JD
In her role as Director in Strategic Planning, Rachel Lee applies her legal expertise to help shape the firm’s strategic direction, ensuring alignment with their mission and client needs.
Daniel Moas, CFP
As a Senior Manager in Wealth Management based in Los Angeles, Daniel Moas focuses on providing comprehensive wealth management strategies for his clients.
Lina Sanchez, ChSNC®, CDFA®
Lina Sanchez joins as a Senior Manager in Wealth Management, with a focus on delivering tailored strategies to clients while leveraging her unique certifications to enhance client relationships.
Rob Francais, CEO and partner of Aspiriant, expressed enthusiasm about welcoming the new partner class, stating, "We are thrilled to have these talented individuals on board. Their dedication to client service mirrors the core values instilled in Aspiriant, and they play a vital role in reshaping the wealth management industry's landscape through the benefits of employee ownership for our clients."
About Aspiriant
Aspiriant is a distinguished independent wealth management firm overseeing over $15 billion in assets. The firm caters to more than 2,200 individuals and families nationwide, offering a wide array of wealth management services. The firm operates offices in multiple strategic locations, including Los Angeles, San Francisco, Silicon Valley, and several other cities, enhancing their capacity to serve clients effectively. Aspiriant remains committed to delivering personalized, relationship-driven services to help clients achieve their financial goals.
Frequently Asked Questions
What is the significance of Aspiriant's new partners?
The addition of new partners highlights Aspiriant's commitment to enhancing its leadership and service capabilities, ensuring clients receive exceptional wealth management solutions.
Who are the new partners at Aspiriant?
The new partners include Chris Kazmer, Mike King, Mike Lavalle, Rachel Lee, Daniel Moas, and Lina Sanchez, each bringing unique expertise to the firm.
How does Aspiriant's employee-owned model benefit clients?
This model allows Aspiriant's advisors to make transparent and objective decisions, which ultimately leads to better client service and alignment with client interests.
What distinguishes Aspiriant in the wealth management industry?
Aspiriant's focus on independence, employee ownership, and personalized service distinguishes it in the wealth management sector, promoting client trust and loyalty.
How many assets does Aspiriant manage?
Aspiriant manages over $15 billion in assets, highlighting its capability and experience in handling diverse investment portfolios for clients.
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