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[VIDEO] Jason Thomas, Ph.D., Chief Investment Officer of Aspiriant, offers three themes he expects to drive the global economy for decades to come.

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Aspiriant PAM Award

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

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Facebook money

Wealthy Investors Shrug at Facebook IPO featuring Jason Thomas

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Our Team > Investment Strategy & Management

BBank-Web
Brian Bank, MBA
Director - ACI Investor Relations[bio]
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Carl Forster
Director – Investment Advisory, Principal[bio]
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Young Kim
Director - Investment Operations, Principal[bio]
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Sam Lee, MBA
Manager – Investment Advisory, Principal[bio]
LPressman Web
Lauren Pressman, MBA
Director - Investment Research[bio]
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Jason T. Thomas, PH.D., CFA
Chief Investment Officer, 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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Olga Breyburg
Assistant - Investment Operations
  • B.S. Economics from the Khabarovsk Academy of Economics and Law
  • Masters Degree in Finance from Golden Gate University
Lisa McAthy
Specialist - Investment Operations
  • Joined the firm in 2004
  • BA in Sociology, University of California - Santa Barbara
Danielle McCarthy
Assistant - Investment Operations
  • BA Film and Digital Media, University of California, Santa Cruz
  • MA from Annenberg School of Communication and Journalism, USC
Kyle Morgan
Specialist - Investment Operations
  • Joined the firm in 2007
  • BA in economics, Sacramento State University
Darcy O’Brien
Associate - Investment Operations
  • Joined the firm in 2008
  • Bachelor's in Sociology and English Literature from Bucknell University
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