Brian Highfill
Geen lopende functies
Profiel
Mr. Highfill joined Aspiriant in February 2010.
Prior to joining Aspiriant, he worked for three years as a Wealth Manager for Morgan Stanley.
He was responsible for assisting his clients achieve their financial goals.
He also worked for Charles Schwab as a Trading Analyst where he monitored trading activity for high net worth clients.
Most recently, he was a Portfolio Manager for a Registered Investment Advisory firm, where he led a team of Portfolio Analysts.
While at Morgan Stanley, he trained in New York’s World Trade Center and finished in the top tier of his graduating class, earning an Outstanding Achievement award.
He was also recognized at Charles Schwab with an Excellence in Service Award.
Eerdere bekende functies van Brian Highfill
| Bedrijven | Functie | Einde |
|---|---|---|
| MORGAN STANLEY | Corporate Officer/Principal | - |
| CHARLES SCHWAB | Corporate Officer/Principal | - |
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. | Corporate Officer/Principal | - |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Beursgenoteerde bedrijven | 2 |
|---|---|
| MORGAN STANLEY | Finance |
| CHARLES SCHWAB | Finance |
| Bedrijven in privébezit | 1 |
|---|---|
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 |
