Gregory Paul Fasig
Gestionnaire de Portefeuille-Actions chez Aspiriant LLC
Profil
Mr. Gregory P.
Fasig, CFA, is a Director in Wealth Management & Partner at Aspiriant LLC.
He has been providing high net worth individuals and families’ investment and wealth advisory services since 1999.
He brings broad experience to client relationships including investment portfolio design, income tax consulting, and charitable and family wealth transfer planning.
Prior to joining Aspiriant, he worked at Deloitte Investment Advisors as a Senior Manager for the Milwaukee office since 2002.
His career began in 1999 at the accounting firm Arthur Andersen LLP.
He received a Bachelor’s degree in accounting from Marquette University in 1999.
He is a Certified Public Accountant, Chartered Financial Analyst charterholder, and a CERTIFIED FINANCIAL PLANNERTM professional.
He is a member of the AICPA and CFA Institute.
Postes actifs de Gregory Paul Fasig
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/10/2010 |
Anciens postes connus de Gregory Paul Fasig
| Sociétés | Poste | Fin |
|---|---|---|
Deloitte Investment Advisors LLC
 Deloitte Investment Advisors LLC Investment ManagersFinance Part of Aspiriant LLC, Deloitte Investment Advisors LLC provides investment advice. The 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 | 31/12/2009 |
Formation de Gregory Paul Fasig
| Bowling Green State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 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 |
