Carl is a Director in the Investment Advisory practice and became a Principal of the firm in 2008 upon the merger of Quintile Wealth Management and Kochis Fitz. Carl has over seven years of experience serving high net-worth individuals in the investment arena. In addition to his day to day role of servicing clients’ investment specific needs, Carl is a member of Aspiriant’s Investment Committee, the Private Equity Sub-Committee, and the Client Service Committee.
Prior to Aspiriant, Carl joined Quintile in 2003 as a Senior Associate in the Investment Advisory practice and was promoted to Manager in 2004 and Director in 2010. Carl had spent more than five years as an independent investment consultant serving mid-market clients. His primary focus entailed developing and executing asset allocation models based on clients’ goals and objectives.
Carl attended the Johns Hopkins University in Baltimore, Maryland, where he earned a BA in Psychology and was a four year varsity letterman and captain of the Blue Jays baseball team his senior year.
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