The Wealth Management Operations team at Aspiriant focuses on delivering exceptional client service and executing tailored wealth management strategies. They oversee investment operations, manage client relationships, and ensure seamless communication between wealth managers and clients. This team plays a crucial role in optimizing investment performance and enhancing the overall client experience through personalized service and meticulous operational support.
Brett Gookin
Director - Wealth Management, ...
Gregory Schick
Director - Wealth Management, ...
Jane Zaloudek
Director - Wealth Management, ...
Jay Guenther
Senior Associate - Investment ...
John Collins
Director - Investment Advisory...
Joseph Maniego
Manager Client Service Operati...
Laura Boucher
Manager - Aspiriant Funds
Luis Orozco
Senior Associate - Investment ...
Matthew Sharp
Senior Manager - Wealth Manage...
Teresa Greenip
Sr. Manager - Wealth Managemen...
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