Profil
Robert Joseph Francais is the founder.
He founded Aspiriant LLC in 2008 and holds the title of CEO, Partner & Member of Board of Directors.
Currently, he is the Chief Executive Officer & Director at Aspiriant Holdings LLC and the Chief Executive Officer at Aspiriant Holdings S5 LLC.
In the past, he served as the Chief Executive Officer at Quintile Wealth Management LLC and as a Principal at Deloitte & Touche LLP.
He completed his undergraduate degree at the University of California, Los Angeles.
Aktive Positionen von Rob Francais
Unternehmen | Position | Beginn |
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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. | Gründer | 01.01.2008 |
Aspiriant Holdings LLC
Aspiriant Holdings LLC Financial ConglomeratesFinance Aspiriant Holdings LLC provides investment advisory services. The company is headquartered in Los Angeles, CA. | Vorstandsvorsitzender | - |
Aspiriant Holdings S5 LLC
Aspiriant Holdings S5 LLC Financial ConglomeratesFinance Aspiriant Holdings S5 LLC provides investment services. The company is headquartered in Los Angeles, CA. | Vorstandsvorsitzender | - |
Ehemalige bekannte Positionen von Rob Francais
Unternehmen | Position | Ende |
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Quintile Wealth Management LLC | Portfolio Manager-Aktien | 31.12.2007 |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Ausbildung von Rob Francais
University of California, Los Angeles | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 5 |
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Aspiriant Holdings LLC
Aspiriant Holdings LLC Financial ConglomeratesFinance Aspiriant Holdings LLC provides investment advisory services. The company is headquartered in Los Angeles, CA. | Finance |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
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 |
Aspiriant Holdings S5 LLC
Aspiriant Holdings S5 LLC Financial ConglomeratesFinance Aspiriant Holdings S5 LLC provides investment services. The company is headquartered in Los Angeles, CA. | Finance |