Profiel
Mr. Stephen K.
Kawasaki, CFA, is a Manager in Investment Strategy & Research at Aspiriant LLC.
He also serves as a Partner at the firm and brings over five years of investment management experience to his role as a Research Analyst in the Investment Strategy & Research group.
He works with his colleagues in our Orange County office on asset allocation, investment strategy and manager selection decisions.
Prior to joining Aspiriant in 2016, Mr. Kawasaki was a member of the Investment Committee at Balasa Dinverno Foltz LLC, which manages approximately $3 billion primarily for individuals, families and institutional clients.
In addition to investment strategy responsibilities, he provided investment and wealth advisory services to high net worth individuals and families.
Mr. Kawasaki earned a Bachelor of Science degree in Financial Planning with High Honors from the University of Illinois, Urbana-Champaign.
He holds the Chartered Financial Analyst designation and the Certified Financial Planner designation.
He is also a member of the CFA Institute.
Actieve functies van Stephen Kawasaki
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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. | Analyst-Equity | 01-10-2016 |
Eerdere bekende functies van Stephen Kawasaki
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Balasa Dinverno Foltz LLC
 Balasa Dinverno Foltz LLC Investment ManagersFinance Balasa Dinverno Foltz LLC (BDF) is a wealth management firm headquartered in Itasca, Illinois. With origins dating to 1986, the firm was founded in 2001 when two Illinois firms, Balasa & Hoffman and Dinverno & Foltz Financial Group, merged to become Balasa Dinverno Foltz. They are a subsidiary of CI US Holdings, Inc., which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX) in Canada. BDF provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. | Corporate Officer/Principal | - |
Opleiding van Stephen Kawasaki
| University of Illinois At Urbana–Champaign | Undergraduate Degree |
Ervaring
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
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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 |
Balasa Dinverno Foltz LLC
Balasa Dinverno Foltz LLC Investment ManagersFinance Balasa Dinverno Foltz LLC (BDF) is a wealth management firm headquartered in Itasca, Illinois. With origins dating to 1986, the firm was founded in 2001 when two Illinois firms, Balasa & Hoffman and Dinverno & Foltz Financial Group, merged to become Balasa Dinverno Foltz. They are a subsidiary of CI US Holdings, Inc., which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX) in Canada. BDF provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. | Finance |
