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Rob Francais
Fondateur chez Aspiriant LLC
Postes actifs de Rob Francais
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. | Directeur/Membre du Conseil | 01/01/2023 | - |
Directeur Général | 01/01/2008 | - | |
Fondateur | 01/01/2008 | - | |
Aspiriant Holdings LLC
![]() Aspiriant Holdings LLC Financial ConglomeratesFinance Aspiriant Holdings LLC provides investment advisory services. The company is headquartered in Los Angeles, CA. | Directeur/Membre du Conseil | - | - |
Directeur Général | - | - | |
Aspiriant Holdings S5 LLC
![]() Aspiriant Holdings S5 LLC Financial ConglomeratesFinance Aspiriant Holdings S5 LLC provides investment services. The company is headquartered in Los Angeles, CA. | Directeur Général | - | - |
Historique de carrière de Rob Francais
Anciens postes connus de Rob Francais
Sociétés | Poste | Début | Fin |
---|---|---|---|
Quintile Wealth Management LLC | Gestionnaire de Portefeuille-Actions | - | 31/12/2007 |
Deloitte & Touche LLP
![]() Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Corporate Officer/Principal | - | - |
Formation de Rob Francais
University of California, Los Angeles | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 7 |
Opérationnelle
Chief Executive Officer | 3 |
Director/Board Member | 2 |
Portfolio Manager-Equities | 1 |
Sectorielle
Finance | 5 |
Commercial Services | 2 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 5 |
---|---|
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 |
Deloitte & Touche LLP
![]() Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
Aspiriant Holdings LLC
![]() Aspiriant Holdings LLC Financial ConglomeratesFinance Aspiriant Holdings LLC provides investment advisory services. The company is headquartered in Los Angeles, CA. | Finance |
Aspiriant Holdings S5 LLC
![]() Aspiriant Holdings S5 LLC Financial ConglomeratesFinance Aspiriant Holdings S5 LLC provides investment services. The company is headquartered in Los Angeles, CA. | Finance |
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