Greg Schick
Director/Miembro de la Junta en Aspiriant LLC .
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
Empresas | Cargo | Inicio |
---|---|---|
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. | Director/Miembro de la Junta | 01/09/1998 |
Antiguos cargos conocidos de Greg Schick.
Empresas | Cargo | 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 |
Formación de Greg Schick.
University of Wisconsin | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
Empresas privadas | 2 |
---|---|
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 |
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 |
- Bolsa de valores
- Insiders
- Greg Schick