Profiel
Ms. Jane M.
Zaloudek is a Director-Wealth Management & Principal at Aspiriant LLC.
She joined the firm in January 2008.
She began her professional financial planning career at Kochis Fitz in 1996 and became a principal of the firm in 2005.
In 2007, she was elected and served on the firm’s first Board of Directors.
Prior to joining Aspiriant, Ms. Zaloudek was an entrepreneur, combining her medical research experience with her business background.
She worked at several major medical centers in the United States including Stanford, M.D.
Anderson Cancer Institute in Houston, and Children’s Hospital in Washington, D.C.
Ms. Zaloudek received her undergraduate degree in Biology from Augustana College South Dakota, an undergraduate degree in Medical Technology from Stanford University, and an MBA in Finance from George Washington University.
Eerdere bekende functies van Jane M. H. Zaloudek
| Bedrijven | Functie | Einde |
|---|---|---|
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 | 31-12-2007 |
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. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Jane M. H. Zaloudek
| George Washington University | Masters Business Admin |
| Augustana University | Undergraduate Degree |
| Stanford University | Undergraduate Degree |
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| Bedrijven in privébezit | 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 |
