Rob Francais
Fondatore presso Aspiriant LLC
Provenienza dei contatti di primo grado di Rob Francais
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
70
| Private Company | Investment Managers | 70 |
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.
7
| Private Company | Financial Conglomerates | 7 |
Aspiriant Holdings LLC
 Aspiriant Holdings LLC Financial ConglomeratesFinance Aspiriant Holdings LLC provides investment advisory services. The company is headquartered in Los Angeles, CA.
7
| Holding Company | Financial Conglomerates | 7 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Rob Francais tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Deloitte Investment Advisors LLC
 Deloitte Investment Advisors LLC Investment ManagersFinance Part of Aspiriant LLC, Deloitte Investment Advisors LLC provides investment advice. The company is based in New York, NY. Deloitte Investment Advisors was acquired by Aspiriant LLC from Deloitte Touche Tohmatsu Services LLC on October 04, 2010. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
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. | Financial Conglomerates | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
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. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| Stanford University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of California, Irvine | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Doctorate Degree Masters Business Admin Graduate Degree Graduate Degree | |
| University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Marquette University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Golden Gate University | College/University | Graduate Degree Graduate Degree Graduate Degree | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Director/Board Member Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Berkeley | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Santa Clara University | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
| University of California, Santa Barbara | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Deloitte Tax LLP
 Deloitte Tax LLP Other Consumer ServicesConsumer Services Deloitte Tax LLP provides tax services. The firm offers corporate, management, and individual advisory. The company is headquartered in New York, NY. | Other Consumer Services | Corporate Officer/Principal Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree | |
| Sonoma State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Illinois At Urbana–Champaign | College/University | Undergraduate Degree Undergraduate Degree | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Graduate Degree Masters Business Admin | |
| Bucknell University | College/University | Undergraduate Degree Undergraduate Degree | |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Aspiriant Risk-Managed Real Asset Fund
 Aspiriant Risk-Managed Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Aspiriant Risk-Managed Real Asset Fund operates as a closed-end investment fund. The investment objective of the Fund is to seek long term capital appreciation. The Fund intends to invest primarily in general or limited partnerships, funds, corporations, trusts or other investment vehicles (collectively, “Investment Funds”) that invest substantially all their assets in real estate, infrastructure, commodities and other real asset securities and funds. The company is headquartered in Milwaukee, WI. | Investment Trusts/Mutual Funds | Corporate Officer/Principal President | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Masters Business Admin | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Davis | College/University | Undergraduate Degree Undergraduate Degree | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Equitable Advisors LLC
 Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Investment Managers | Corporate Officer/Principal | |
| San Francisco State University | College/University | Undergraduate Degree | |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
| Emerson College | College/University | Undergraduate Degree | |
First Allied Securities, Inc.
 First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of San Francisco | College/University | Undergraduate Degree | |
Hines Interests LP
 Hines Interests LP Real Estate Investment TrustsFinance Hines Interests LP operates as a privately owned international real estate firm. It offers investment, development, and management projects. The firm's portfolio of projects include skyscrapers, corporate headquarters, mixed-use centers, industrial parks, medical facilities, and master-planned resort and residential communities. The company was founded by Gerald D. Hines in 1957 and is headquartered in Houston, TX. | Real Estate Investment Trusts | Corporate Officer/Principal | |
| MacFarlane Partners LP | Investment Managers | Corporate Officer/Principal | |
| Sacramento State University | College/University | Undergraduate Degree | |
| FRANKLIN RESOURCES, INC. | Investment Managers | Corporate Officer/Principal | |
| The California State University | College/University | Undergraduate Degree | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
| The Johns Hopkins University | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 50 |
| Regno Unito | 2 |
Settori
| Consumer Services | 26 |
| Finance | 19 |
| Commercial Services | 6 |
| Miscellaneous | 3 |
Posizioni
| Corporate Officer/Principal | 108 |
| Undergraduate Degree | 69 |
| Portfolio Manager-Equities | 58 |
| Director/Board Member | 41 |
| Portfolio Manager-Fixed Income | 23 |
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