LF
Lindsay Fleming
Director-Investment Operations, Partner at Aspiriant
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Work Experience
Mar 2014 - Present · 10 years and 10 months
Director-Investment Operations, Partner
Mar 2021 - Present · 3 years and 10 months
Manager-Investment Operations
Oct 2016 - Mar 2021 · 4 years and 5 months
Portfolio Administrator
Mar 2014 - Oct 2016 · 2 years and 7 months
Company Details
201-500 Employees
We’re Aspiriant, a national, independent wealth management firm that is 100% employee owned. We focus on creating clarity and peace of mind for our clients. We’ve invested a vast amount of thought and energy into structuring our firm and business model to be unique and sustainable – and focused on growing with you to match your financial complexity. To help you realize your vision for your life, our team of experts integrate financial planning, investment management and ongoing execution. There is much more, if and when you need it: tax management, estate planning, philanthropy, and more. Like what you hear? Follow us here and reach out to us.
Year Founded
2008
Social Media
LinkedinFacebookTwitter
Industry
Investment Management, Management, Scientific, and Technical Consulting Services, Services
HQ Location
11100 Santa Monica Blvd. Suite 600 Los Angeles, CA 90025, US
Keywords
Wealth ManagementFinancial PlanningInvestment ManagementFamily OfficeEstate PlanningCharitable GivingTax PlanningRisk ManagementConcentrated Stock WealthCompensation Structuring
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