Greg Schick

Greg Schick

Direttore/Membro del Consiglio presso Aspiriant LLC

Finance
Consumer Services

Profilo

Mr. Gregory R.
Schick is a Director in Wealth Management & Partner at Aspiriant LLC.
He is on the Board of Directors at Aspiriant LLC.
He joined Aspiriant’s predecessor firm, Kochis Fitz, in 1998 and became a Principal in 2005.
He has been a wealth management professional for over 15 years and brings a broad range of experience to client relationships, including executive compensation, investment portfolio design, risk management, charitable and family wealth transfer, and general long-range wealth planning and optimization strategies.
In addition to client responsibilities, he sits on Aspiriant’s Investment Committee, the body responsible for developing and maintaining Aspiriant’s investment platform.
He also chairs Aspiriant’s Editorial Board, which shapes all external publications.
He serves on Aspiriant’s Board of Directors, which is responsible for developing the firm’s long-range strategic growth plans.
Mr. Schick was previously employed as a Principal by Kochis Fitz Tracy Fitzhugh & Gott, Inc. He graduated with honors from the University of Wisconsin-Madison with a BS degree in Finance.
He earned his Certified Financial Planner designation in 2000.

Posizioni attive di Greg Schick

SocietàPosizioneInizio
Direttore/Membro del Consiglio 01/09/1998
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Precedenti posizioni note di Greg Schick

SocietàPosizioneFine
Corporate Officer/Principal 31/12/2007
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Formazione di Greg Schick

University of Wisconsin Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

100 +

Relazioni di 1° grado

3

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

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Società collegate

Aziende private2

Finance

Finance

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