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Jason Thomas

[VIDEO] Aspiriant’s Investment Philosophy featuring Jason Thomas, Chief Investment Officer

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Aspiriant PAM Award

Aspiriant wins PAM  2012 Award – Best Private Wealth Manager – Client Service – Over $5B

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Zuckerberg’s Loan Gives New Meaning to the 1% featuring Sandi Bragar

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Investment Strategy & Management > Investment Strategy & Management

BBank-Web1
Brian Bank, MBA
Director - ACI Investor Relations[bio]
JCollins Photo - Aspiriant
John J. Collins, MBA, CFA
Director – Investment Advisory, Principal[bio]
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Gregory P. Fasig, CFA, CFP®
Director – Investment Advisory, Principal[bio]
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Carl Forster
Director – Investment Advisory, Principal[bio]
DGrecsek Photo
David Grecsek, CFA
Director - Investment Strategy & Research[bio]
PKastenholz Photo - Aspiriant
Phil J. Kastenholz, CPA, CFA, CFP®
Director – Investment Advisory, Principal[bio]
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Young Kim
Director - Investment Operations, Principal[bio]
MKrueger Photo -Aspiriant
Mary Ellen Krueger, CIMA®
Director – Investment Advisory, Principal[bio]
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Sam Lee, MBA
Manager – Investment Advisory, Principal[bio]
DMuchow Photo - Aspiriant
David Muchow, MBA, CFP®
Manager - Investment Advisory[bio]
PNikolai Photo - Aspiriant and IN
Paul J. Nikolai, CFP®
Director – Investment Advisory, Principal[bio]
JPetrie Photo - Aspiriant
John P. Petrie, CPA, CFP®, CIMA®
Director – Investment Advisory, Principal[bio]
RPrince Photo - Aspiriant and IN
Robin Prince, MBA, CPA, CFP®
Manager - Investment Advisory[bio]
TReynolds Photo - Aspiriant
Timothy K. Reynolds, MSFS, CLU, ChFC, CFP®, CIMA®
Director – Investment Advisory, Principal[bio]
PSchwartz Photo - Aspiriant
Peter Schwartz, CIMA®
Director – Investment Advisory, Principal[bio]
JThomas-Web
Jason T. Thomas, PH.D., CFA
Chief Investment Officer, Principal[bio]
BWeber Photo -Aspiriant
Bradley A. Weber, CPA
Director – Investment Advisory, Principal[bio]
MWeissman Photo - Aspiriant
Michael Weissman, CFP®, CIMA®
Director – Investment Advisory, Principal[bio]
Rich Garrison
Manager - Fund Administration
Rich joined Aspiriant in the spring of 2008 as the Fund Administrator. Rich is a member of the Investment Strategy Management department and...
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Phillip Parkerson
Manager - Investment Operations
Phillip joined Aspiriant in 2005, bringing with him 12 years of varied experience in the financial services industry. Phillip currently serves as second in command...
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Jeff Ballin
Specialist - Investment Operations
  • Joined the firm in 2011
  • BA Business Economics; BA Political Science, University of California, Santa Barbara
Jill Haugse
Specialist - Investment Operations
Bio in process...
Lisa McAthy
Specialist - Investment Operations
  • Joined the firm in 2004
  • BA in Sociology, University of California - Santa Barbara
Ryan Nelson
Specialist - Investment Operations
Bio in process...
Jessica O’Leary
Specialist – Investment Operations
  • Joined the firm in 2004
  • Previously worked at Charles Schwab & Co. for six years
Nathan A. Wong, CFA
Senior Analyst - Investment Strategy & Research
  • Joined the firm in 2004
  • BS in International Business, University of San Francisco