John Dowling Kirkpatrick
Trading-Equity bei Aspiriant LLC
Profil
Mr. John D.
Kirkpatrick is a Director in Wealth Management & Partner at Aspiriant LLC.
Mr. Kirkpatrick joined Aspiriant in 2017 as a member of Stanford Investment Group’s Wealth Advisory Team, where he served as an advisor working with high-net-worth Silicon Valley clients and also drove the firm’s investment process and portfolio management.
As Vice President at SIG, he established and implemented standards within research, trading and reporting business operations.
Prior to joining SIG, he served as Director of Corporate Development at Nuance Communications, where he helped raise $250 million in venture and public equity.
He holds an MBA from Stanford University and a Bachelor of Science in Business Finance from the University of Montana.
Aktive Positionen von John Dowling Kirkpatrick
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Trading-Equity | 01.02.2017 |
Ehemalige bekannte Positionen von John Dowling Kirkpatrick
| Unternehmen | Position | Ende |
|---|---|---|
Stanford Investment Group, Inc.
 Stanford Investment Group, Inc. Investment ManagersFinance Founded in 1982 by Donald Finsthwait and Robert Gee, Stanford Investment Group, Inc. is a registered investment advisor located in Mountain View, California. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans and corporations. | Portfolio Manager-Aktien | 01.02.2017 |
| NUANCE COMMUNICATIONS, INC. | Corporate Officer/Principal | - |
BEA Systems, Inc.
 BEA Systems, Inc. Packaged SoftwareTechnology Services BEA Systems, Inc. provides business software solutions. The firm provides transaction processing systems, telecommunication billing applications, and enterprise financial systems. The company was founded in 1995 and is headquartered in San Jose, CA. | Corporate Officer/Principal | - |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - |
Ausbildung von John Dowling Kirkpatrick
| The University of Montana | Undergraduate Degree |
| Stanford University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Private Unternehmen | 4 |
|---|---|
Stanford Investment Group, Inc.
Stanford Investment Group, Inc. Investment ManagersFinance Founded in 1982 by Donald Finsthwait and Robert Gee, Stanford Investment Group, Inc. is a registered investment advisor located in Mountain View, California. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans and corporations. | Finance |
BEA Systems, Inc.
BEA Systems, Inc. Packaged SoftwareTechnology Services BEA Systems, Inc. provides business software solutions. The firm provides transaction processing systems, telecommunication billing applications, and enterprise financial systems. The company was founded in 1995 and is headquartered in San Jose, CA. | Technology Services |
Nuance Communications, Inc.
 Nuance Communications, Inc. Packaged SoftwareTechnology Services Nuance Communications, Inc. engages in the provision of conversational artificial intelligence (AI) and ambient clinical intelligence services. It offers a wide range of products and services, including clinical documentation, solutions for clinicians, radiologists and care teams, as well as intelligent customer engagement, and security and biometric solutions for brands. It operates through the following segments: Healthcare, Enterprise, Other, and Corporate. The Healthcare segment covers intelligent systems that support a more natural and insightful approach to clinical documentation, freeing clinicians to spend more time caring for patients and helping care teams and health organizations drive meaningful financial and clinical outcomes. The Enterprise segment caters to AAI-powered intelligent customer engagement solutions and service. The Other segment consists of voicemail transcription services. The company was founded in March 1992 and is headquartered in Burlington, MA. | Technology Services |
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 |
