Aspiriant announced the addition of four new partners to its ownership group as the independent wealth management firm continues expanding its employee-owned leadership structure.
The new partners include Laurie Flenner, Director in Engagement and Talent Development based in Los Angeles; Gretchen Hollstein, CFP®, Director in Wealth Management based in San Francisco; Mohammad “Mo” Rouzegarian, MSc, EA, Senior Manager in Tax Services based in Los Angeles; and Lydia Walz, CFP®, Senior Manager in Wealth Management based in San Francisco.
Aspiriant said the new partners bring extensive experience supporting clients across financial planning, investment management, tax services, estate planning, and philanthropy.
The company noted that its 100% employee-owned structure aligns employee and client interests while supporting long-term advisory relationships with multigenerational families.
Aspiriant currently manages and advises on more than $17 billion in assets for over 2,200 individuals and families across the United States.
The firm operates offices in Los Angeles, San Francisco, Silicon Valley, San Diego, Orange County, New York, Minneapolis, Milwaukee, Cincinnati, and Austin.
KEY QUOTES:
“As a 100% employee-owned firm, we are excited to welcome four new partners.”
“Our new partners embody Aspiriant’s values and continue to help us break the mold in the wealth management industry.”
“We strive to leverage our employee ownership and sustainable business model to best serve our clients.”
Rob Francais, Co-Founder And Chief Executive Officer, Aspiriant
