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Mike P. Fitzhugh
Plus aucun poste en cours
Profil
Mr. Mike P.
Fitzhugh is a Director-Wealth Management & Principal at Aspiriant LLC.
He joined the firm in January 2008.
He serves on the Aspiriant Board of Directors, having served as Chairman from 2007 until 2010.
He has been delivering comprehensive planning services to high net-worth families since 1983.
Mr. Fitzhugh was previously employed as a Principal by Kochis Fitz Tracy Fitzhugh & Gott, Inc. the predecessor firm to Aspiriant, and became a Principal of the firm in 1998.
He began his professional career at Deloitte Haskins & Sells in 1982, and joined the Executive Financial Counseling Group, led by Tim Kochis, three years later.
For the next five years, he provided comprehensive financial, tax, and investment services to senior corporate executives and other high net-worth families.
Mr. Fitzhugh received his BS in Economics and Finance with Highest Honors from the University of Arizona in 1982 and an MBA from the University of California, Berkeley in 1992.
Anciens postes connus de Mike P. Fitzhugh
| Sociétés | Poste | Fin |
|---|---|---|
Kochis Fitz Tracy Fitzhugh & Gott, Inc.
 Kochis Fitz Tracy Fitzhugh & Gott, Inc. Investment ManagersFinance Kochis Fitz is an equity-oriented investment manager. However, when appropriate, they do use fixed-income securities. To help reduce overall portfolio volatility they diversify investment accounts by market capitalization (large and small), investment style (growth and value), market efficiency (mature and emerging), geography (domestic and international) and management approach (indexing/active stock selection). The firm also offers alternative investment vehicles such as hedge funds. Kochis Fitz believes that virtually all fixed-income portfolio components should be constructed exclusively with short- or intermediate-term fixed-income instruments. Except in rare, tax-oriented strategies, the firm rarely finds long-term bonds appropriate. | Corporate Officer/Principal | 31/12/2007 |
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 | - |
Deloitte, Haskins & Sells LLP
 Deloitte, Haskins & Sells LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Corporate Officer/Principal | - |
Formation de Mike P. Fitzhugh
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
99
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Kochis Fitz Tracy Fitzhugh & Gott, Inc.
Kochis Fitz Tracy Fitzhugh & Gott, Inc. Investment ManagersFinance Kochis Fitz is an equity-oriented investment manager. However, when appropriate, they do use fixed-income securities. To help reduce overall portfolio volatility they diversify investment accounts by market capitalization (large and small), investment style (growth and value), market efficiency (mature and emerging), geography (domestic and international) and management approach (indexing/active stock selection). The firm also offers alternative investment vehicles such as hedge funds. Kochis Fitz believes that virtually all fixed-income portfolio components should be constructed exclusively with short- or intermediate-term fixed-income instruments. Except in rare, tax-oriented strategies, the firm rarely finds long-term bonds appropriate. | Finance |
Deloitte, Haskins & Sells LLP
Deloitte, Haskins & Sells LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
University of Arizona
 University of Arizona Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer 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 |
