![Orin Alan Winick](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Orin Alan Winick
Gestore di Portafoglio-Azioni presso Aspiriant LLC
Posizioni attive di Orin Alan Winick
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. | Gestore di Portafoglio-Azioni | 01/06/2014 | - |
Storia della carriera di Orin Alan Winick
Formazione di Orin Alan Winick
University of Florida | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 3 |
Posizioni
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Settori
Finance | 2 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
---|---|
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 |
- Borsa valori
- Insiders
- Orin Alan Winick
- Esperienza