Michael B. Weissman
Director/Board Member en Aspiriant Holdings 4 LLC .
Perfil
Mr. Michael B.
Weissman is a Director in Wealth Management & Partner at Aspiriant LLC.
He is on the Board of Directors at Aspiriant Holdings 4 LLC.
He has been providing investment and wealth management services since 1998.
He works with corporate executives and partners of professional services firms who are planning for (and active in) retirement.
He is a partner at Aspiriant and the practice leader of the New York office.
Prior to Aspiriant’s acquisition of Deloitte Investment Advisors in 2010, he worked at Deloitte as a Director.
He began his career in wealth management at Deloitte & Touche in 1998 after working for eight years as a high school teacher and basketball coach in the New York City public schools.
Mr. Weissman earned a B.S.
from Cornell University and a M.S.
from Baruch College.
He is a Certified Financial Planner™ professional, a Certified Investment Management Analyst and a member of the Financial Planning Association and the Investment & Wealth Institute.
Cargos activos de Michael B. Weissman
| 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. | Portfolio Manager-Equities | 04/10/2010 |
Aspiriant Holdings 4 LLC
 Aspiriant Holdings 4 LLC Financial ConglomeratesFinance Aspiriant Holdings 4 LLC operates as an investment holding company. The company is headquartered in Los Angeles, CA. | Director/Board Member | - |
Antiguos cargos conocidos de Michael B. Weissman.
| Empresas | Cargo | Fin |
|---|---|---|
Deloitte Investment Advisors LLC
 Deloitte Investment Advisors LLC Investment ManagersFinance Part of Aspiriant LLC, Deloitte Investment Advisors LLC provides investment advice. The private company is based in New York, NY. Deloitte Investment Advisors was acquired by Aspiriant LLC from Deloitte Touche Tohmatsu Services LLC on October 04, 2010. | Corporate Officer/Principal | 03/10/2010 |
Formación de Michael B. Weissman.
| Cornell University | Undergraduate Degree |
| Baruch College | Graduate 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 | 3 |
|---|---|
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 |
Deloitte Investment Advisors LLC
Deloitte Investment Advisors LLC Investment ManagersFinance Part of Aspiriant LLC, Deloitte Investment Advisors LLC provides investment advice. The private company is based in New York, NY. Deloitte Investment Advisors was acquired by Aspiriant LLC from Deloitte Touche Tohmatsu Services LLC on October 04, 2010. | Finance |
Aspiriant Holdings 4 LLC
Aspiriant Holdings 4 LLC Financial ConglomeratesFinance Aspiriant Holdings 4 LLC operates as an investment holding company. The company is headquartered in Los Angeles, CA. | Finance |
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