Mark Douglas Petrie
Director/Board Member at Aspiriant Holdings S5 LLC
Profile
Mr. Mark D.
Petrie, CFA, is a Director in Wealth Management & Partner at Aspiriant LLC.
He is on the Board of Directors at Advanced Capital Intelligence Global Real Estate Opps (TE) LP, Aspiriant Holdings LLC and Aspiriant Holdings S5 LLC.
Mr. Petrie joined Aspiriant and became a partner of the firm in 2016.
He has over 20 years of experience advising clients in the areas of investments and financial planning.
His areas of expertise include investment research and portfolio management, financial planning and retirement planning.
Mr. Petrie served as a principal at Hokanson Associates, a San Diego based wealth management firm with a reputation for serving clients in all areas of their financial lives with the highest level of professionalism and integrity.
There, he chaired the firm’s investment committee, served and advised high net worth families and was actively involved in firm-wide strategic planning.
He also served clients as a financial planner.
Mr. Petrie gained considerable investment knowledge and experience at large institutional money management firms.
At Roger Engemann & Associates, his research efforts supported the Large Cap Growth mutual funds and managed accounts as well as the firm’s International Growth mutual fund.
At Palley Needleman Asset Management, he was part of the team managing the firm’s Large Cap Value strategy and played a lead role establishing the firm’s Small Cap Value strategy.
He earned a Bachelor of Arts in Economics at the University of California at Irvine.
He then earned the Chartered Financial Analyst® (CFA) designation in 1998 and the Certified Financial Planner™ (CFP®) in 2010.
He is also a member of the CFA Institute and the Financial Planning Association.
Mark Douglas Petrie active positions
| Companies | Position | Start |
|---|---|---|
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 | 2015-12-31 |
Advanced Capital Intelligence Global Real Estate Opps (TE) LP
 Advanced Capital Intelligence Global Real Estate Opps (TE) LP Investment Trusts/Mutual FundsMiscellaneous Advanced Capital Intelligence Global Real Estate Opportunities (TE) LP provides operates as an investment company which engage in real estate business. The company is headquartered in San Francisco, CA. | Director/Board Member | - |
Aspiriant Holdings S5 LLC
 Aspiriant Holdings S5 LLC Financial ConglomeratesFinance Aspiriant Holdings S5 LLC provides investment services. The company is headquartered in Los Angeles, CA. | Director/Board Member | - |
Former positions of Mark Douglas Petrie
| Companies | Position | End |
|---|---|---|
Hokanson Associates, Inc.
 Hokanson Associates, Inc. Investment ManagersFinance Founded in 1987, Hokanson Associates is a registered investment advisor located in Solana Beach, California. | Portfolio Manager-Equities | 2015-12-30 |
Engemann Asset Management
 Engemann Asset Management Investment ManagersFinance Founded in 1969 by Roger Engemann, Engemann Asset Management, formerly Roger Engemann & Associates, Inc., is a registered investment advisor firm located in San Francisco. Los Angeles. The firm is a subsidiary of Virtus Investment Partners, Inc. (NasdaqGM: VRTS). They specialize in the management of growth-oriented investment portfolios for individuals, corporations, foundations, endowments, trusts and retirement plans | Corporate Officer/Principal | 1997-12-31 |
Aspiriant Holdings LLC
 Aspiriant Holdings LLC Financial ConglomeratesFinance Aspiriant Holdings LLC provides investment advisory services. The company is headquartered in Los Angeles, CA. | Director/Board Member | - |
Training of Mark Douglas Petrie
| University of California, Irvine | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Hokanson Associates, Inc.
Hokanson Associates, Inc. Investment ManagersFinance Founded in 1987, Hokanson Associates is a registered investment advisor located in Solana Beach, California. | Finance |
Engemann Asset Management
Engemann Asset Management Investment ManagersFinance Founded in 1969 by Roger Engemann, Engemann Asset Management, formerly Roger Engemann & Associates, Inc., is a registered investment advisor firm located in San Francisco. Los Angeles. The firm is a subsidiary of Virtus Investment Partners, Inc. (NasdaqGM: VRTS). They specialize in the management of growth-oriented investment portfolios for individuals, corporations, foundations, endowments, trusts and retirement plans | Finance |
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 |
Advanced Capital Intelligence Global Real Estate Opps (TE) LP
Advanced Capital Intelligence Global Real Estate Opps (TE) LP Investment Trusts/Mutual FundsMiscellaneous Advanced Capital Intelligence Global Real Estate Opportunities (TE) LP provides operates as an investment company which engage in real estate business. The company is headquartered in San Francisco, CA. | Miscellaneous |
Aspiriant Holdings S5 LLC
Aspiriant Holdings S5 LLC Financial ConglomeratesFinance Aspiriant Holdings S5 LLC provides investment services. The company is headquartered in Los Angeles, CA. | Finance |
Aspiriant Holdings LLC
Aspiriant Holdings LLC Financial ConglomeratesFinance Aspiriant Holdings LLC provides investment advisory services. The company is headquartered in Los Angeles, CA. | Finance |
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