Michael B. Weissman
Directeur/Membre du Conseil chez Aspiriant Holdings 4 LLC
Postes actifs de Michael B. Weissman
Sociétés | Poste | Début | 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. | Gestionnaire de Portefeuille-Actions | 04/10/2010 | - |
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 | - | - |
Historique de carrière de Michael B. Weissman
Anciens postes connus de Michael B. Weissman
Sociétés | Poste | Début | Fin |
---|---|---|---|
Deloitte Investment Advisors LLC
Deloitte Investment Advisors LLC Investment ManagersFinance Part of Aspiriant LLC, Deloitte Investment Advisors LLC provides investment advice. The company is based in New York, NY. Deloitte Investment Advisors was acquired by Aspiriant LLC from Deloitte Touche Tohmatsu Services LLC on October 04, 2010. | Corporate Officer/Principal | - | 03/10/2010 |
Formation de Michael B. Weissman
Cornell University | Undergraduate Degree |
Baruch College | Graduate Degree |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Graduate Degree | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
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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 |
Deloitte Investment Advisors LLC
Deloitte Investment Advisors LLC Investment ManagersFinance Part of Aspiriant LLC, Deloitte Investment Advisors LLC provides investment advice. The company is based in New York, NY. Deloitte Investment Advisors was acquired by Aspiriant LLC from Deloitte Touche Tohmatsu Services LLC on October 04, 2010. | Finance |
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 |
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