LOS
ANGELES, May 7, 2024 /PRNewswire/
-- Aspiriant, a leading independent wealth management
firm, announced that three new partners have been elected to the
firm's ownership group. Of approximately 230 Aspiriant team
members, one-third are partners. Aspiriant's 100% independent
employee ownership model aligns the interests of clients and
employees and allows us to make objective decisions that truly
benefit our clients and employees.
The 2024 new partner group continues to promote the firm's
sustainable, 100% employee-ownership model and independence. Based
in Los Angeles and Cincinnati, the newly named partners possess
strong credentials, diverse experience and esteemed client services
skills to further Aspiriant's mission of serving high-net-worth and
ultra-high-net-worth families throughout the country.
The three new partners include:
Peter Correia – Director in
Accounting & Banking Services (Los
Angeles)
Emily
McMillen – Senior Manager in Client Service
Operations (Cincinnati)
Michael Wu, CFA® - Director in Investment
Advisory (Los Angeles)
"We are thrilled to welcome this year's new partner class," said
Rob Francais, co-founder and CEO of
Aspiriant. "Our new partners embody the values that Aspiriant was
built upon and continue to help us break the mold in the wealth
management industry. We seek to leverage our employee ownership and
sustainable business model in order to best serve our clients."
About Aspiriant
Aspiriant is a leading independent wealth management firm in the
U.S. with more than $14 billion of
assets under management and advisement. The firm provides a full
range of wealth management services for over 2,200 individuals and
families throughout the country with offices in Los Angeles, San
Francisco, Silicon Valley, San
Diego, Orange County, New
York, Minneapolis,
Milwaukee, Cincinnati and Austin. For more information,
visit www.aspiriant.com.
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SOURCE Aspiriant LLC