Marc Sangree Primiani

Marc Sangree Primiani

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Perfil

Marc serves as General Counsel of Aspiriant and as a director in the Strategic Planning Group.
He was one of the co-founders of Quintile Wealth Management, an integrated wealth management firm established in 2002, which merged with Kochis Fitz in 2008 to become Aspirant.
Marc has over 30 years of experience as a tax and estate planning attorney.
Prior to Aspiriant, Marc was a Client Service Director in myCFO’s Estate and Trust Services group, and was in charge of the Estate Planning Services group inSouthern California.
Before that, Marc was a co-founder and the Managing Partner of Cohen, Primiani & Foster, a boutique tax planning law firm inLos Angeleswith a particular focus on complex high net-worth individuals and families.
Marc is an active participant in charitable activities and has served both as a volunteer and on the International Board of Directors of Amigos de lasAmericas, a non-profit community service organization that promotes public health, education and community development inLatin America.
Marc is an attorney with an advanced tax degree fromNew YorkUniversityand a member of the California Bar Association.
Marc received his BA degree from theUniversityofColorado,Boulder, graduating magna cum laude, and was elected as a member of Phi Beta Kappa.
He earned his JD from University of Santa Clara School of Law while serving as articles editor on the Santa Clara Law Review.

Antiguos cargos conocidos de Marc Sangree Primiani.

EmpresasCargoFin
Quintile Wealth Management LLC Gestor de Cartera-Acciones 31/12/2007
Corporate Officer/Principal -
Corporate Officer/Principal -
Consejero General -
Ver el detalle de la experiencia de Marc Sangree Primiani.

Formación de Marc Sangree Primiani.

New York University Undergraduate Degree
Santa Clara University Graduate Degree

Experiencias
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Quintile Wealth Management LLC

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