When Tim Kochis merged Kochis Fitz with Quintile recently, the result was one of the biggest players in independent wealth management. Kochis, CEO of Aspiriant, leads the nation's third-largest independent wealth management firm and the largest in California. He offers advice, estate planning and investment management services to individuals and multi-family offices. With assets under management exceeding $5 billion, Mr. Kochis has become one of the more respected professionals in the industry. He was awarded the inaugural Charles R. Schwab Impact Award for outstanding individual leadership in the independent financial advisory profession and has been listed on Worth Magazine's list of the Top 100 Wealth Advisors every year since its inception in 1994. Mr. Kochis co-founded the University of California Berkeley Personal Financial Planning Program and has served as chair of virtually every organization within the global wealth management profession over his 35-year career.
When Tim Kochis merged Kochis Fitz with Quintile recently, the result was one of the biggest players in independent wealth management. Kochis, CEO of Aspiriant, leads the nation's third-largest independent wealth management firm and the largest in California. He offers advice, estate planning and investment management services to individuals and multi-family offices. With assets under management exceeding $5 billion, Mr. Kochis has become one of the more respected professionals in the industry. He was awarded the inaugural Charles R. Schwab Impact Award for outstanding individual leadership in the independent financial advisory profession and has been listed on Worth Magazine's list of the Top 100 Wealth Advisors every year since its inception in 1994. Mr. Kochis co-founded the University of California Berkeley Personal Financial Planning Program and has served as chair of virtually every organization within the global wealth management profession over his 35-year career.