Carl David Forster
Direktor/Vorstandsmitglied bei Aspiriant Holdings 4 LLC
Profil
Mr. Carl D.
Forster is a Director in Investment Advisory & Partner at Aspiriant LLC.
He is on the Board of Directors at Advanced Capital Intelligence Global Real Estate Opps (TE) LP, Aspiriant Holdings 4 LLC, Aspiriant Holdings LLC and Aspiriant Holdings S5 LLC.
He has been providing investment and wealth management services to high net worth families since 2003.
He is a Director and practice leader of the Investment Advisory practice within the Exclusive Family Office service offering and became a partner of Aspiriant in 2008.
In addition to his day to day role of servicing clients’ investment specific needs, He is an elected member of Aspiriant’s Board of Directors where he chairs the Owner Affairs Committee and serves on the Nominating and Governance Committee.
Prior to Aspiriant, he joined Aspiriant predecessor firm Quintile Wealth Management as a Senior Associate in the Investment Advisory practice and was promoted to Manager in 2004 and Director in 2010.
His primary focus entailed developing and executing asset allocation models based on clients’ goals and objectives.
He attended the Johns Hopkins University in Baltimore, Maryland, where he earned a B.A.
in Psychology.
Aktive Positionen von Carl David Forster
| Unternehmen | Position | Beginn |
|---|---|---|
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 | 01.01.2008 |
Advanced Capital Intelligence Global Real Estate Opps (TE) LP
 Advanced Capital Intelligence Global Real Estate Opps (TE) LP Investment Trusts/Mutual FundsMiscellaneous Advanced Capital Intelligence Global Real Estate Opportunities (TE) LP provides operates as an investment company which engage in real estate business. The company is headquartered in San Francisco, CA. | Direktor/Vorstandsmitglied | - |
Aspiriant Holdings 4 LLC
 Aspiriant Holdings 4 LLC Financial ConglomeratesFinance Aspiriant Holdings 4 LLC operates as an investment holding company. The company is headquartered in Los Angeles, CA. | Direktor/Vorstandsmitglied | - |
Aspiriant Holdings S5 LLC
 Aspiriant Holdings S5 LLC Financial ConglomeratesFinance Aspiriant Holdings S5 LLC provides investment services. The company is headquartered in Los Angeles, CA. | Direktor/Vorstandsmitglied | - |
Ehemalige bekannte Positionen von Carl David Forster
| Unternehmen | Position | Ende |
|---|---|---|
| Quintile Wealth Management LLC | Corporate Officer/Principal | - |
Aspiriant Holdings LLC
 Aspiriant Holdings LLC Financial ConglomeratesFinance Aspiriant Holdings LLC provides investment advisory services. The company is headquartered in Los Angeles, CA. | Direktor/Vorstandsmitglied | - |
Ausbildung von Carl David Forster
| The Johns Hopkins University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 6 |
|---|---|
Advanced Capital Intelligence Global Real Estate Opps (TE) LP
Advanced Capital Intelligence Global Real Estate Opps (TE) LP Investment Trusts/Mutual FundsMiscellaneous Advanced Capital Intelligence Global Real Estate Opportunities (TE) LP provides operates as an investment company which engage in real estate business. The company is headquartered in San Francisco, CA. | Miscellaneous |
Aspiriant Holdings LLC
Aspiriant Holdings LLC Financial ConglomeratesFinance Aspiriant Holdings LLC provides investment advisory services. The company is headquartered in Los Angeles, CA. | Finance |
| Quintile Wealth Management LLC | 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 |
Aspiriant Holdings 4 LLC
Aspiriant Holdings 4 LLC Financial ConglomeratesFinance Aspiriant Holdings 4 LLC operates as an investment holding company. The company is headquartered in Los Angeles, CA. | Finance |
Aspiriant Holdings S5 LLC
Aspiriant Holdings S5 LLC Financial ConglomeratesFinance Aspiriant Holdings S5 LLC provides investment services. The company is headquartered in Los Angeles, CA. | Finance |
