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Kyle Morgan
Career history of Kyle Morgan
Former positions of Kyle Morgan
Companies | Position | Start | End |
---|---|---|---|
FRANKLIN RESOURCES, INC. | Corporate Officer/Principal | - | - |
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 | 2013-04-30 | - |
Portfolio Manager-Fixed Income | 2013-04-30 | - |
Training of Kyle Morgan
Sacramento State University | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Portfolio Manager-Equities | 1 |
Portfolio Manager-Fixed Income | 1 |
Corporate Officer/Principal | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 1 |
---|---|
FRANKLIN RESOURCES, INC. | Finance |
Private companies | 1 |
---|---|
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 |
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