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John Dowling Kirkpatrick
Trading-Equity presso Aspiriant LLC
Posizioni attive di John Dowling Kirkpatrick
Società | Posizione | Inizio | Fine |
---|---|---|---|
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. | Trading-Equity | 01/02/2017 | - |
Gestore di Portafoglio-Azioni | 01/02/2017 | - |
Storia della carriera di John Dowling Kirkpatrick
Precedenti posizioni note di John Dowling Kirkpatrick
Società | Posizione | Inizio | Fine |
---|---|---|---|
Stanford Investment Group, Inc.
![]() Stanford Investment Group, Inc. Investment ManagersFinance Founded in 1982 by Donald Finsthwait and Robert Gee, Stanford Investment Group, Inc. is a registered investment advisor located in Mountain View, California. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans and corporations. | Gestore di Portafoglio-Azioni | 01/01/2005 | 01/02/2017 |
NUANCE COMMUNICATIONS, INC. | Corporate Officer/Principal | - | - |
BEA Systems, Inc.
![]() BEA Systems, Inc. Packaged SoftwareTechnology Services BEA Systems, Inc. provides business software solutions. The firm provides transaction processing systems, telecommunication billing applications, and enterprise financial systems. The company was founded in 1995 and is headquartered in San Jose, CA. | Corporate Officer/Principal | - | - |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - | - |
Formazione di John Dowling Kirkpatrick
The University of Montana | Undergraduate Degree |
Stanford University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 8 |
Posizioni
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 1 |
Settori
Finance | 4 |
Consumer Services | 3 |
Technology Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Società quotate in Borsa | 1 |
---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Aziende private | 4 |
---|---|
Stanford Investment Group, Inc.
![]() Stanford Investment Group, Inc. Investment ManagersFinance Founded in 1982 by Donald Finsthwait and Robert Gee, Stanford Investment Group, Inc. is a registered investment advisor located in Mountain View, California. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans and corporations. | Finance |
BEA Systems, Inc.
![]() BEA Systems, Inc. Packaged SoftwareTechnology Services BEA Systems, Inc. provides business software solutions. The firm provides transaction processing systems, telecommunication billing applications, and enterprise financial systems. The company was founded in 1995 and is headquartered in San Jose, CA. | Technology Services |
Nuance Communications, Inc.
![]() Nuance Communications, Inc. Packaged SoftwareTechnology Services Nuance Communications, Inc. engages in the provision of conversational artificial intelligence (AI) and ambient clinical intelligence services. It offers a wide range of products and services, including clinical documentation, solutions for clinicians, radiologists and care teams, as well as intelligent customer engagement, and security and biometric solutions for brands. It operates through the following segments: Healthcare, Enterprise, Other, and Corporate. The Healthcare segment covers intelligent systems that support a more natural and insightful approach to clinical documentation, freeing clinicians to spend more time caring for patients and helping care teams and health organizations drive meaningful financial and clinical outcomes. The Enterprise segment caters to AAI-powered intelligent customer engagement solutions and service. The Other segment consists of voicemail transcription services. The company was founded in March 1992 and is headquartered in Burlington, MA. | Technology Services |
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 |