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.
Empresas | Cargo | Fin |
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Quintile Wealth Management LLC | Gestor de Cartera-Acciones | 31/12/2007 |
Amigos de las Américas
Amigos de las Américas Miscellaneous Commercial ServicesCommercial Services Amigos de las Américas provides training and leadership programmes. It offers summer and gap programs for young people ages 13-25. The company was founded by Guy Bevil Jr. in 1965 and is headquartered in Houston, TX. | Corporate Officer/Principal | - |
myCFO, Inc.
myCFO, Inc. Investment ManagersFinance myCFO, Inc. provides wealth planning and investment management services. The private company is based in Redwood City, CA. The company was founded by James H. Clark. | Corporate Officer/Principal | - |
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. | Consejero General | - |
Formación de Marc Sangree Primiani.
New York University | Undergraduate Degree |
Santa Clara University | Graduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 4 |
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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 |
myCFO, Inc.
myCFO, Inc. Investment ManagersFinance myCFO, Inc. provides wealth planning and investment management services. The private company is based in Redwood City, CA. The company was founded by James H. Clark. | Finance |
Amigos de las Américas
Amigos de las Américas Miscellaneous Commercial ServicesCommercial Services Amigos de las Américas provides training and leadership programmes. It offers summer and gap programs for young people ages 13-25. The company was founded by Guy Bevil Jr. in 1965 and is headquartered in Houston, TX. | Commercial Services |
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