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Bradley Alan Weber
Gestionnaire de Portefeuille-Actions chez
Aspiriant LLC
Profil
Mr. Bradley A. Weber, CPA, is a Director in Wealth Management & Partner at Aspiriant LLC.
He has been providing investment and wealth advisory services to high net worth individuals and their families since 1998.
He joined Aspiriant in 2010 as a result of the acquisition of Deloitte Investment Advisors.
Mr. Weber is the team leader of the Minneapolis office and a principal in the firm.
In addition, he serves on the Aspiriant Business Development Committee.
He has successfully implemented a process and systems-oriented investment plan and structure for individuals, families and family offices.
He works closely with clients to deliver wealth management services focused on the implementation of an investment process and program that includes asset allocation, cash management, assistance in the selection of managers, and the monitoring of portfolio performance.
Prior to Aspiriant, he worked at Deloitte Investment Advisors and was Practice Leader for the Minneapolis office since 2005.
His career began in 1997 at the accounting firm Arthur Andersen LLP.
Mr. Weber graduated from the University of Wisconsin in 1996 with a Bachelor of Business Administration in Accounting and Finance.
Brad is a Certified Public Accountant and has obtained his Series 63 and Series 65 certifications.
He is a member of the AICPA and MNCPA. He also actively volunteers as a member of St. Philip the Deacon Lutheran Church.
Postes actifs de Bradley Alan Weber
| Sociétés | Poste | Début |
|---|---|---|
Aspiriant LLC
 Aspiriant LLC Investment ManagersFinance Aspiriant offers an investment management program tailored to meet each client’s unique financial circumstances and investment objectives. The firm uses selected separate account managers, separate investments in equities, mutual funds, ETFs, ETNs, private partnerships, bonds, cash-equivalents, and other instruments. Investments are made across a wide range of markets and strategies. Their standard portfolios that target the lowest risk will generally be more heavily weighted in fixed income (bonds), while portfolios that target higher risk/return profile will generally focus on stocks and other asset classes which tend to have a higher expected return over Aspiriant’s forecasted horizon. | Gestionnaire de Portefeuille-Actions | 01/09/2010 |
Anciens postes connus de Bradley Alan Weber
| Sociétés | Poste | Fin |
|---|---|---|
Deloitte Investment Advisors LLC
 Deloitte Investment Advisors LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Corporate Officer/Principal | - |
Formation de Bradley Alan Weber
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
46
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
Aspiriant LLC
Aspiriant LLC Investment ManagersFinance Aspiriant offers an investment management program tailored to meet each client’s unique financial circumstances and investment objectives. The firm uses selected separate account managers, separate investments in equities, mutual funds, ETFs, ETNs, private partnerships, bonds, cash-equivalents, and other instruments. Investments are made across a wide range of markets and strategies. Their standard portfolios that target the lowest risk will generally be more heavily weighted in fixed income (bonds), while portfolios that target higher risk/return profile will generally focus on stocks and other asset classes which tend to have a higher expected return over Aspiriant’s forecasted horizon. | Finance |
Deloitte Investment Advisors LLC
Deloitte Investment Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
Wisconsin School of Business
 Wisconsin School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
