Bradley Alan Weber
Portfolio Manager-Aktien bei Aspiriant LLC
Profil
Mr. Bradley A.
Weber, CPA, is a Director in Wealth Management & Partner at Aspiriant LLC.
He has been providing investment and wealth advisory services to high net worth individuals and their families since 1998.
He joined Aspiriant in 2010 as a result of the acquisition of Deloitte Investment Advisors.
Mr. Weber is the team leader of the Minneapolis office and a principal in the firm.
In addition, he serves on the Aspiriant Business Development Committee.
He has successfully implemented a process and systems-oriented investment plan and structure for individuals, families and family offices.
He works closely with clients to deliver wealth management services focused on the implementation of an investment process and program that includes asset allocation, cash management, assistance in the selection of managers, and the monitoring of portfolio performance.
Prior to Aspiriant, he worked at Deloitte Investment Advisors and was Practice Leader for the Minneapolis office since 2005.
His career began in 1997 at the accounting firm Arthur Andersen LLP.
Mr. Weber graduated from the University of Wisconsin in 1996 with a Bachelor of Business Administration in Accounting and Finance.
Brad is a Certified Public Accountant and has obtained his Series 63 and Series 65 certifications.
He is a member of the AICPA and MNCPA.
He also actively volunteers as a member of St. Philip the Deacon Lutheran Church.
Aktive Positionen von Bradley Alan Weber
Unternehmen | Position | Beginn |
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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. | Portfolio Manager-Aktien | 01.09.2010 |
Ehemalige bekannte Positionen von Bradley Alan Weber
Unternehmen | Position | Ende |
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Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Ausbildung von Bradley Alan Weber
University of Wisconsin | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
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Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
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 |