Michael B. Weissman

Directeur/Membre du Conseil chez

Aspiriant Holdings 4 LLC

Finance

Consumer Services

Profil

Mr. Michael B. Weissman is a Director in Wealth Management & Partner at Aspiriant LLC.
He is on the Board of Directors at Aspiriant Holdings 4 LLC.
He has been providing investment and wealth management services since 1998.
He works with corporate executives and partners of professional services firms who are planning for (and active in) retirement.
He is a partner at Aspiriant and the practice leader of the New York office.
Prior to Aspiriant’s acquisition of Deloitte Investment Advisors in 2010, he worked at Deloitte as a Director.
He began his career in wealth management at Deloitte & Touche in 1998 after working for eight years as a high school teacher and basketball coach in the New York City public schools.
Mr. Weissman earned a B.S.
from Cornell University and a M.S.
from Baruch College.
He is a Certified Financial Planner™ professional, a Certified Investment Management Analyst and a member of the Financial Planning Association and the Investment & Wealth Institute.

Postes actifs de Michael B. Weissman

Sociétés	Poste	Début
Aspiriant LLC Aspiriant LLC Investment ManagersFinance Aspiriant offers an investment management program tailored to meet each client’s unique financial circumstances and investment objectives. The firm uses selected separate account managers, separate investments in equities, mutual funds, ETFs, ETNs, private partnerships, bonds, cash-equivalents, and other instruments. Investments are made across a wide range of markets and strategies. Their standard portfolios that target the lowest risk will generally be more heavily weighted in fixed income (bonds), while portfolios that target higher risk/return profile will generally focus on stocks and other asset classes which tend to have a higher expected return over Aspiriant’s forecasted horizon.	Gestionnaire de Portefeuille-Actions	04/10/2010
Aspiriant Holdings 4 LLC Aspiriant Holdings 4 LLC Financial ConglomeratesFinance Functions as an investment holding company	Directeur/Membre du Conseil	-

Tous les postes actifs de Michael B. Weissman

Anciens postes connus de Michael B. Weissman

Sociétés	Poste	Fin
Deloitte Investment Advisors LLC Deloitte Investment Advisors LLC Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	03/10/2010

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Sociétés liées

Entreprise privées	5
Cornell University Cornell University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Baruch College Baruch College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Aspiriant LLC Aspiriant LLC Investment ManagersFinance Aspiriant offers an investment management program tailored to meet each client’s unique financial circumstances and investment objectives. The firm uses selected separate account managers, separate investments in equities, mutual funds, ETFs, ETNs, private partnerships, bonds, cash-equivalents, and other instruments. Investments are made across a wide range of markets and strategies. Their standard portfolios that target the lowest risk will generally be more heavily weighted in fixed income (bonds), while portfolios that target higher risk/return profile will generally focus on stocks and other asset classes which tend to have a higher expected return over Aspiriant’s forecasted horizon.	Finance
Deloitte Investment Advisors LLC Deloitte Investment Advisors LLC Investment ManagersFinance Provides investment advice	Finance
Aspiriant Holdings 4 LLC Aspiriant Holdings 4 LLC Financial ConglomeratesFinance Functions as an investment holding company	Finance