We found the following information about Michael Fitzhugh at Aspiriant, where Michael has worked as a Principal, Wealth Manager; Member, Board of Directors since 1996. Michael's total work experience is over 12 years, during which time this expert had at least three jobs at different companies to develop skills. Michael studied at the University of California, Berkeley, Haas School of Business from 1990 to 1992. Michael received the following certifications: Certified Financial Planner, Certified Public Accountant, and License 58713. Currently, Michael is located in San Francisco, California. You can contact with Michael by looking for phone or email address or find further information by requesting access to this person's further details.
Name variants:
Mikael Fitzhugh,
Mychael Fitzhugh,
Mike Fitzhugh,
Mikey Fitzhugh,
Mick Fitzhugh,
Mickey Fitzhugh,
Micky Fitzhugh,
Michl Fitzhugh,
Mischa Fitzhugh
Last updated Jun 07, 2024
Contact Information
Workplace
Principal, Wealth Manager; Member, Board of Directors
Los Angeles, CA
Industry
Investment Management
Colleagues
Work History
Principal, Wealth Manager; Member, Board of Directors
11100 Santa Monica Blvd SUITE 600, Los Angeles, CA 90069
The leading independent wealth management firm, Aspiriant provides fully integrated planning and investment management services to high net worth families across the United States.
from Nov 1996
Vice President
Financial planning and investment managment consulting for Silicon Valley executives.
Sep 1992 — Oct 1996
Manager, Tax and Executive Financial Counseling
30 Rockefeller Plz, New York, NY 10112
Developed comprehensive financial and investment strategies for ultra high net worth clients.
Aug 1982 — Aug 1990
Education
Occupations
Executive
Director
Professor
School Principal
Manager
Board Member
Accountant
Finance and Accounting Specialist
Vice President
Operations Manager
School Administrator
Educational Manager
Management Team Executive
Accounting Bookkeeper
Bookkeeper
Chief Executive
Skills
Comprehensive Wealth Management
Intergenerational Wealth Transfer
Managing Concentrated Stock Positions
Estate Tax Planning
Income Tax Planning
Executive Compensation
Sec. 10 5 1 Stock Sales Plans
Investment Strategies