Profile
Nikki Elizabeth Michelini worked as a Director in Wealth Management & Partner at Aspiriant LLC from 2008 to 2020.
Prior to that, she worked as a Client Service Manager at myCFO, Inc. and as a Principal at Pricewaterhousecoopers LLC.
Michelini received her undergraduate and graduate degrees from the University of Southern California in 1995 and 1997, respectively.
Former positions of Nikki Elizabeth Michelini
Companies | Position | End |
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Aspiriant LLC
Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Portfolio Manager-Equities | 30/11/2020 |
Pricewaterhousecoopers LLC | Corporate Officer/Principal | - |
myCFO, Inc.
myCFO, Inc. Investment ManagersFinance myCFO, Inc. provides wealth planning and investment management services. The private company is based in Redwood City, CA. The company was founded by James H. Clark. | Corporate Officer/Principal | - |
Training of Nikki Elizabeth Michelini
University of Southern California | Graduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Aspiriant LLC
Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Finance |
myCFO, Inc.
myCFO, Inc. Investment ManagersFinance myCFO, Inc. provides wealth planning and investment management services. The private company is based in Redwood City, CA. The company was founded by James H. Clark. | Finance |
Pricewaterhousecoopers LLC |
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