Bringing you live news and features since 2006 

Aspiriant adds eight new principals

RELATED TOPICS​

Aspiriant, an independent wealth management with more than USD8 billion in assets under management and advisement, has added eight new principals.

 “Becoming a principal is more about the future than it is about the past,” says Aspiriant Chief Executive Officer Rob Francais. “It is a joint commitment made between the new principal and the existing principals/organisation, helping the firm to remain permanently independent on behalf of our clients and our people.”

The eight new principals at Aspiriant include:
• John Allen, Chief Investment Officer (Los Angeles)
• Kelly Cruz, Manager-Strategic Planning (Los Angeles)
• Ray Edwards, Director of Tax Services (Los Angeles)
• Alec Manoukian, Information Technology Director (Los Angeles)
• David Muchow, Manager of Investment Advisory (Milwaukee)
• Dave Grecsek, Director of Investment Strategy & Research (New York)
• Lorraine Fox, Director of Wealth Management (San Francisco)
• Phillip Parkerson, Director-Investment Operations (San Francisco)

“Making eight new principals in one year is unprecedented and a sign of our growing strength,” says Francais. “Eight new people have agreed to make a long-term commitment to Aspiriant and have, in fact, invested their own balance sheet in the firm’s growth and continued success.”

Latest News

European ETFs raised USD47.8 billion in Q1, a 15 per cent increase compared to the same period in 2023, according..
LSEG Lipper’s March report finds that globally equity ETFs (+EUR113.2 billion) enjoyed the highest estimated net inflows for the month,..
Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..

Related Articles

Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
ETFs
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by