Nayan Prafulchandra Lapsiwala
Gestionnaire de Portefeuille-Actions chez Aspiriant LLC
Profil
Mr. Nayan P.
Lapsiwala is a Director in Wealth Management & Partner at Aspiriant LLC.
He came to Aspiriant in 2017 as part of Stanford Investment Group, which he joined in 2007.
In addition to his role as a Wealth Advisor at SIG, Mr. Lapsiwala was a key member of the Investment Research and Portfolio Management teams.
Before entering the investment advisory industry, he worked at ICICI Lombard General Insurance and IDBI Bank as a Marketing Coordinator on their respective business development teams.
Mr. Lapsiwala earned a Bachelor of Science degree in computer science from South Gujarat University in India and a Master of Science in Finance from Ageno School of Business at Golden Gate University.
He is a Certified Financial Planner, Chartered Financial Analyst, Chartered Alternative Investment Analyst and a member of the FPA Association, CFA Institute, and CAIA Association.
Postes actifs de Nayan Prafulchandra Lapsiwala
| 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 | 01/02/2017 |
Anciens postes connus de Nayan Prafulchandra Lapsiwala
| Sociétés | Poste | Fin |
|---|---|---|
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. | Analyst-Equity | 01/01/2017 |
| IDBI BANK LIMITED | Corporate Officer/Principal | - |
| ICICI LOMBARD GENERAL INSURANCE COMPANY LIMITED | Corporate Officer/Principal | - |
Formation de Nayan Prafulchandra Lapsiwala
| Golden Gate University | Graduate Degree |
| Veer Narmad South Gujarat University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 2 |
|---|---|
| ICICI LOMBARD GENERAL INSURANCE COMPANY LIMITED | Finance |
| IDBI BANK LIMITED | Finance |
| Entreprise privées | 2 |
|---|---|
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 |
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 |
