|
Sam joined Aspiriant in 2003 as an associate in Investment Advisory. Sam began his career in financial services industry serving high net-worth individuals in 1994. In addition to his client service duties, Sam is member of Aspiriant’s Investment Committee and Real Estate Subcommittee.
Prior to joining Aspiriant, Sam spent over four years working within the high net worth tax practice at the Los Angeles office of PricewaterhouseCoopers LLP. Sam’s primary responsibilities included federal and state tax compliance, tax minimization strategies, tax projections, and tax research.
Sam holds a BS in finance from CSU Northridge and an MBA from the Marshall School of Business at the University of Southern California.
|
