Ken Anderson
Direttore/Membro del Consiglio presso Advanced Capital Intelligence Global Real Estate Opps (TE) LP
Profilo
Mr. Kenneth J.
Anderson, CPA, is a Founding Partner at Aspiriant LLC and a Director of National Council at Valparaiso University.
He is on the Board of Directors at Advanced Capital Intelligence Global Real Estate Opps (TE) LP, Aspiriant Holdings 4 LLC, Aspiriant Holdings LLC and Aspiriant Holdings S5 LLC.
He has over 30 years of experience in advising ultra-affluent families, corporate executives and business owners.
At Aspiriant he leads a team of professionals who provide clients financial strategies related to taxes, estate planning, investments, insurance and philanthropy.
He was one of the co-founders of Quintile Wealth Management, an integrated wealth management firm established in 2002 in Los Angeles, which merged with Kochis Fitz in 2008 to become Aspiriant.
Prior to Quintile, he was a Client Service Director in myCFO’s Los Angeles office, where he provided wealth management services and guidance to more than 30 high net-worth families and adult children.
Before joining myCFO, he was a tax partner with Mr. Arthur Andersen in Southern California, where he established the firm’s Family Wealth Planning and Personal Financial Planning Practices group.
He earned a BS degree in Business Administration from Valparaiso University and a JD degree from the Valparaiso University School of Law.
He is a Certified Public Accountant, a member of numerous state Bar Associations, and is a past member of the American Institute of Certified Public Accountants and the Sports Lawyers Association.
Posizioni attive di Ken Anderson
| Società | Posizione | Inizio |
|---|---|---|
| Valparaiso University | Corporate Officer/Principal | - |
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. | Gestore di Portafoglio-Azioni | 01/01/2002 |
Advanced Capital Intelligence Global Real Estate Opps (TE) LP
 Advanced Capital Intelligence Global Real Estate Opps (TE) LP Investment Trusts/Mutual FundsMiscellaneous Advanced Capital Intelligence Global Real Estate Opportunities (TE) LP provides operates as an investment company which engage in real estate business. The company is headquartered in San Francisco, CA. | Direttore/Membro del Consiglio | - |
Aspiriant Holdings 4 LLC
 Aspiriant Holdings 4 LLC Financial ConglomeratesFinance Aspiriant Holdings 4 LLC operates as an investment holding company. The company is headquartered in Los Angeles, CA. | Direttore/Membro del Consiglio | - |
Aspiriant Holdings S5 LLC
 Aspiriant Holdings S5 LLC Financial ConglomeratesFinance Aspiriant Holdings S5 LLC provides investment services. The company is headquartered in Los Angeles, CA. | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di Ken Anderson
| Società | Posizione | Fine |
|---|---|---|
| FAT BRANDS INC. | Direttore/Membro del Consiglio | 28/03/2023 |
| FOG CUTTER CAPITAL GROUP INC. | Direttore/Membro del Consiglio | 01/01/2020 |
| Quintile Wealth Management LLC | Direttore degli Investimenti | 31/12/2007 |
myCFO, Inc.
 myCFO, Inc. Investment ManagersFinance myCFO, Inc. provides wealth planning and investment management services. The private company is based in Redwood City, CA. The company was founded by James H. Clark. | Corporate Officer/Principal | - |
| ░░░░░░░░░ ░░░░░░░░ ░░░ | ░░░░░░░░░░░░░░░░ ░░░ ░░░░░░░░░ | - |
Formazione di Ken Anderson
| Valparaiso University | Undergraduate Degree |
| Valparaiso University Law School | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Società quotate in Borsa | 1 |
|---|---|
| FAT BRANDS INC. | Consumer Services |
| Aziende private | 10 |
|---|---|
Fog Cutter Capital Group, Inc.
 Fog Cutter Capital Group, Inc. RestaurantsConsumer Services Fog Cutter Capital Group, Inc. is a global franchising company, which develops complimentary restaurant concepts worldwide. The company was founded on October 24, 1997 and is headquartered in Beverly Hills, CA. | Consumer Services |
| Quintile Wealth Management LLC | Finance |
Step Up On Second, Inc.
 Step Up On Second, Inc. Medical/Nursing ServicesHealth Services Step Up On Second, Inc. provides psychological rehabilitation. It offers permanent supportive housing, supported vocational training and placement, member driven supportive services, programs for transitional age youth, veterans affairs supportive housing, education and advocacy, outreach and engagement, and clinical services. The company was founded by Susan Dempsay in 1984 and is headquartered in Santa Monica, CA. | Health 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 |
myCFO, Inc.
myCFO, Inc. Investment ManagersFinance myCFO, Inc. provides wealth planning and investment management services. The private company is based in Redwood City, CA. The company was founded by James H. Clark. | Finance |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
Advanced Capital Intelligence Global Real Estate Opps (TE) LP
Advanced Capital Intelligence Global Real Estate Opps (TE) LP Investment Trusts/Mutual FundsMiscellaneous Advanced Capital Intelligence Global Real Estate Opportunities (TE) LP provides operates as an investment company which engage in real estate business. The company is headquartered in San Francisco, CA. | Miscellaneous |
Aspiriant Holdings 4 LLC
Aspiriant Holdings 4 LLC Financial ConglomeratesFinance Aspiriant Holdings 4 LLC operates as an investment holding company. The company is headquartered in Los Angeles, CA. | Finance |
Aspiriant Holdings S5 LLC
Aspiriant Holdings S5 LLC Financial ConglomeratesFinance Aspiriant Holdings S5 LLC provides investment services. The company is headquartered in Los Angeles, CA. | Finance |
Aspiriant Holdings LLC
 Aspiriant Holdings LLC Financial ConglomeratesFinance Aspiriant Holdings LLC provides investment advisory services. The company is headquartered in Los Angeles, CA. | Finance |
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