![Greg Schick](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Aktive Positionen von Greg Schick
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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. | Direktor/Vorstandsmitglied | 01.09.1998 | - |
Mitglied des Investmentausschusses | 01.09.1998 | - | |
Leiter des Privatbankwesens | 01.09.1998 | - |
Karriereverlauf von Greg Schick
Ehemalige bekannte Positionen von Greg Schick
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Kochis Fitz Tracy Fitzhugh & Gott, Inc.
![]() Kochis Fitz Tracy Fitzhugh & Gott, Inc. Investment ManagersFinance San Francisco-based Kochis Fitz Tracy Fitzhugh & Gott, Inc. is a registered investment advisor that provides comprehensive wealth management services to corporate executives, professionals, business owners and other high net-worth clients. | Corporate Officer/Principal | 01.01.1998 | 31.12.2007 |
Ausbildung von Greg Schick
University of Wisconsin | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Corporate Officer/Principal | 1 |
Director/Board Member | 1 |
Investment Committee Member | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
---|---|
Kochis Fitz Tracy Fitzhugh & Gott, Inc.
![]() Kochis Fitz Tracy Fitzhugh & Gott, Inc. Investment ManagersFinance San Francisco-based Kochis Fitz Tracy Fitzhugh & Gott, Inc. is a registered investment advisor that provides comprehensive wealth management services to corporate executives, professionals, business owners and other high net-worth clients. | 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 |
- Börse
- Insiders
- Greg Schick
- Erfahrung