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Aspiriant adds eight new principals


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.”

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