Greg Schick

Greg Schick

Director/Miembro de la Junta en Aspiriant LLC .

Finance
Consumer Services

Perfil

Mr. Gregory R.
Schick is a Director in Wealth Management & Partner at Aspiriant LLC.
He is on the Board of Directors at Aspiriant LLC.
He joined Aspiriant’s predecessor firm, Kochis Fitz, in 1998 and became a Principal in 2005.
He has been a wealth management professional for over 15 years and brings a broad range of experience to client relationships, including executive compensation, investment portfolio design, risk management, charitable and family wealth transfer, and general long-range wealth planning and optimization strategies.
In addition to client responsibilities, he sits on Aspiriant’s Investment Committee, the body responsible for developing and maintaining Aspiriant’s investment platform.
He also chairs Aspiriant’s Editorial Board, which shapes all external publications.
He serves on Aspiriant’s Board of Directors, which is responsible for developing the firm’s long-range strategic growth plans.
Mr. Schick was previously employed as a Principal by Kochis Fitz Tracy Fitzhugh & Gott, Inc. He graduated with honors from the University of Wisconsin-Madison with a BS degree in Finance.
He earned his Certified Financial Planner designation in 2000.

Cargos activos de Greg Schick

EmpresasCargoInicio
Director/Miembro de la Junta 01/09/1998
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Antiguos cargos conocidos de Greg Schick.

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Corporate Officer/Principal 31/12/2007
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Formación de Greg Schick.

University of Wisconsin Undergraduate Degree

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