Bob Wagman
Directeur/Membre du Conseil chez Aspiriant Holdings 4 LLC
Profil
Mr. Robert M.
Wagman is a Principal at Aspiriant LLC.
He has been providing comprehensive wealth management services to clients since 1979.
Mr. Wagman started his career in 1979 as a Tax Advisor with Touche Ross and Co. (now Deloitte) while completing a joint JD/MBA (Tax) program.
Pursuing a desire to broaden his skill set to include estate, trust, and investment matters, he left Touche to join the personal financial advisory arm of Bank America, serving as a Vice President in charge of the Bank’s Los Angeles practice.
In 1985, he was recruited to help establish the Personal Financial Services group at Price Waterhouse (later PricewaterhouseCoopers), where he was part of the leadership team that created its Asset Management practice.
During his fourteen years with PwC, including eleven as a Partner, he held a number of leadership positions in its high net worth advisory practice, and also served as National Director of its Asset Management practice.
In 1999, he left PwC to open the Los Angeles office of myCFO, where he initially served as Managing Director of that office, and later was responsible for the build-out of its overall Family Office Services platform.
In 2002, he and other Senior Advisors in myCFO’s LA team became founding principals of Quintile Wealth Management, the immediate predecessor firm to Aspiriant.
He received his Bachelor of Arts in History from Boston University, a JD degree and an MBA from Golden Gate University.
Postes actifs de Bob Wagman
| Sociétés | Poste | Début |
|---|---|---|
Aspiriant Holdings 4 LLC
 Aspiriant Holdings 4 LLC Financial ConglomeratesFinance Aspiriant Holdings 4 LLC operates as an investment holding company. The company is headquartered in Los Angeles, CA. | Directeur/Membre du Conseil | - |
Anciens postes connus de Bob Wagman
| Sociétés | Poste | Fin |
|---|---|---|
Aspiriant LLC
 Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Président | 01/01/2016 |
| Quintile Wealth Management LLC | Gestionnaire de Portefeuille-Actions | 31/12/2007 |
myCFO, Inc.
 myCFO, Inc. Investment ManagersFinance myCFO, Inc. provides wealth planning and investment management services. The private company is based in Redwood City, CA. The company was founded by James H. Clark. | Corporate Officer/Principal | - |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Corporate Officer/Principal | - |
| Touche Ross & Co. | Corporate Officer/Principal | - |
Formation de Bob Wagman
| Boston University | Undergraduate Degree |
| Golden Gate University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Entreprise privées | 6 |
|---|---|
| Quintile Wealth Management LLC | Finance |
Aspiriant LLC
Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Finance |
myCFO, Inc.
myCFO, Inc. Investment ManagersFinance myCFO, Inc. provides wealth planning and investment management services. The private company is based in Redwood City, CA. The company was founded by James H. Clark. | Finance |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Commercial Services |
| Touche Ross & Co. | Commercial Services |
Aspiriant Holdings 4 LLC
Aspiriant Holdings 4 LLC Financial ConglomeratesFinance Aspiriant Holdings 4 LLC operates as an investment holding company. The company is headquartered in Los Angeles, CA. | Finance |