![Sandi L. Bragar](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
Ms. Sandi L.
Bragar, CPA CFP, is a Director-Planning & Principal at Aspiriant LLC.
She joined the firm in January 2008.
She is Chair of the Wealth Planning Committee, and serves on the Client Service Committee.
Ms. Bragar was previously employed as a Principal by Kochis Fitz Tracy Fitzhugh & Gott, Inc. She began her professional career in 1993 at Ernst & Young, where she spent two and a half years as a senior tax consultant in the firm’s Personal Financial Counseling practice, providing income and estate tax planning services to senior corporate executives and other high net-worth individuals.
Ms. Bragar received her BA degree in Business Economics from the University of California, Santa Barbara.
She holds CPA and CFP.
Eerdere bekende functies van Sandi L. Bragar
| Bedrijven | Functie | Einde |
|---|---|---|
Kochis Fitz Tracy Fitzhugh & Gott, Inc.
 Kochis Fitz Tracy Fitzhugh & Gott, Inc. Investment ManagersFinance Kochis Fitz is an equity-oriented investment manager. However, when appropriate, they do use fixed-income securities. To help reduce overall portfolio volatility they diversify investment accounts by market capitalization (large and small), investment style (growth and value), market efficiency (mature and emerging), geography (domestic and international) and management approach (indexing/active stock selection). The firm also offers alternative investment vehicles such as hedge funds. Kochis Fitz believes that virtually all fixed-income portfolio components should be constructed exclusively with short- or intermediate-term fixed-income instruments. Except in rare, tax-oriented strategies, the firm rarely finds long-term bonds appropriate. | Corporate Officer/Principal | 31-12-2007 |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services | Corporate Officer/Principal | - |
Aspiriant LLC
 Aspiriant LLC Investment ManagersFinance Aspiriant offers an investment management program tailored to meet each client’s unique financial circumstances and investment objectives. The firm uses selected separate account managers, separate investments in equities, mutual funds, ETFs, ETNs, private partnerships, bonds, cash-equivalents, and other instruments. Investments are made across a wide range of markets and strategies. Their standard portfolios that target the lowest risk will generally be more heavily weighted in fixed income (bonds), while portfolios that target higher risk/return profile will generally focus on stocks and other asset classes which tend to have a higher expected return over Aspiriant’s forecasted horizon. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Sandi L. Bragar
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
100
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Eerstegraads connecties
4
Bedrijven verbonden in de eerste graad
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Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services | Commercial Services |
Kochis Fitz Tracy Fitzhugh & Gott, Inc.
Kochis Fitz Tracy Fitzhugh & Gott, Inc. Investment ManagersFinance Kochis Fitz is an equity-oriented investment manager. However, when appropriate, they do use fixed-income securities. To help reduce overall portfolio volatility they diversify investment accounts by market capitalization (large and small), investment style (growth and value), market efficiency (mature and emerging), geography (domestic and international) and management approach (indexing/active stock selection). The firm also offers alternative investment vehicles such as hedge funds. Kochis Fitz believes that virtually all fixed-income portfolio components should be constructed exclusively with short- or intermediate-term fixed-income instruments. Except in rare, tax-oriented strategies, the firm rarely finds long-term bonds appropriate. | Finance |
University of California, Santa Barbara
 University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Aspiriant LLC
Aspiriant LLC Investment ManagersFinance Aspiriant offers an investment management program tailored to meet each client’s unique financial circumstances and investment objectives. The firm uses selected separate account managers, separate investments in equities, mutual funds, ETFs, ETNs, private partnerships, bonds, cash-equivalents, and other instruments. Investments are made across a wide range of markets and strategies. Their standard portfolios that target the lowest risk will generally be more heavily weighted in fixed income (bonds), while portfolios that target higher risk/return profile will generally focus on stocks and other asset classes which tend to have a higher expected return over Aspiriant’s forecasted horizon. | Finance |
