Mike P. Fitzhugh
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Profil
Mr. Mike P.
Fitzhugh is a Director-Wealth Management & Principal at Aspiriant LLC.
He joined the firm in January 2008.
He serves on the Aspiriant Board of Directors, having served as Chairman from 2007 until 2010.
He has been delivering comprehensive planning services to high net-worth families since 1983.
Mr. Fitzhugh was previously employed as a Principal by Kochis Fitz Tracy Fitzhugh & Gott, Inc. the predecessor firm to Aspiriant, and became a Principal of the firm in 1998.
He began his professional career at Deloitte Haskins & Sells in 1982, and joined the Executive Financial Counseling Group, led by Tim Kochis, three years later.
For the next five years, he provided comprehensive financial, tax, and investment services to senior corporate executives and other high net-worth families.
Mr. Fitzhugh received his BS in Economics and Finance with Highest Honors from the University of Arizona in 1982 and an MBA from the University of California, Berkeley in 1992.
Anciens postes connus de Mike P. Fitzhugh
| Sociétés | Poste | Fin |
|---|---|---|
Kochis Fitz Tracy Fitzhugh & Gott, Inc.
 Kochis Fitz Tracy Fitzhugh & Gott, Inc. Investment ManagersFinance San Francisco-based Kochis Fitz Tracy Fitzhugh & Gott, Inc. is a registered investment advisor that provides comprehensive wealth management services to corporate executives, professionals, business owners and other high net-worth clients. | Corporate Officer/Principal | 31/12/2007 |
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 | - |
Deloitte, Haskins & Sells LLP
 Deloitte, Haskins & Sells LLP Miscellaneous Commercial ServicesCommercial Services Part of Deloitte LLP (New York), Deloitte, Haskins & Sells LLP provides accounting services. The company is based in Mumbai, India. | Corporate Officer/Principal | - |
Formation de Mike P. Fitzhugh
| University of California, Berkeley | Masters Business Admin |
| University of Arizona | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Kochis Fitz Tracy Fitzhugh & Gott, Inc.
Kochis Fitz Tracy Fitzhugh & Gott, Inc. Investment ManagersFinance San Francisco-based Kochis Fitz Tracy Fitzhugh & Gott, Inc. is a registered investment advisor that provides comprehensive wealth management services to corporate executives, professionals, business owners and other high net-worth clients. | Finance |
Deloitte, Haskins & Sells LLP
Deloitte, Haskins & Sells LLP Miscellaneous Commercial ServicesCommercial Services Part of Deloitte LLP (New York), Deloitte, Haskins & Sells LLP provides accounting services. The company is based in Mumbai, India. | Commercial Services |
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 |
