Greg Schick

Greg Schick

Direktor/Vorstandsmitglied bei Aspiriant LLC

Finance
Consumer Services

Profil

Mr. Gregory R.
Schick is a Director in Wealth Management & Partner at Aspiriant LLC.
He is on the Board of Directors at Aspiriant LLC.
He joined Aspiriant’s predecessor firm, Kochis Fitz, in 1998 and became a Principal in 2005.
He has been a wealth management professional for over 15 years and brings a broad range of experience to client relationships, including executive compensation, investment portfolio design, risk management, charitable and family wealth transfer, and general long-range wealth planning and optimization strategies.
In addition to client responsibilities, he sits on Aspiriant’s Investment Committee, the body responsible for developing and maintaining Aspiriant’s investment platform.
He also chairs Aspiriant’s Editorial Board, which shapes all external publications.
He serves on Aspiriant’s Board of Directors, which is responsible for developing the firm’s long-range strategic growth plans.
Mr. Schick was previously employed as a Principal by Kochis Fitz Tracy Fitzhugh & Gott, Inc. He graduated with honors from the University of Wisconsin-Madison with a BS degree in Finance.
He earned his Certified Financial Planner designation in 2000.

Aktive Positionen von Greg Schick

UnternehmenPositionBeginn
Direktor/Vorstandsmitglied 01.09.1998
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Ehemalige bekannte Positionen von Greg Schick

UnternehmenPositionEnde
Corporate Officer/Principal 31.12.2007
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Ausbildung von Greg Schick

University of Wisconsin Undergraduate Degree

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