Articles tagged "Kochis Fitz"


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How Aspiriant knocked out another all-stock deal for an $850-million-AUM firm and why such pure-paper transactions don't grow on trees

Stanford had done its own succession spade work and its principals were willing to become workers in a Deloitte-cultured firm

December 29, 2016 — 4:09 PM UTC

Why a $2 billion advisor bolted Goldman Sachs' $26 billion, Albany-based RIA and subtracted 12,000 commuting miles

After sandwiching a 20-year hiatus between GE and Goldman, Susan Reese continues her brilliant career at Joe Piazza's RIA startup in a quest for open architecture and closely held ownership

December 8, 2015 — 5:37 PM UTC

How Rob Francais combined two giant RIAs and then added the assets of Deloitte Investment Advisors

Kochis Fitz, Quintile Wealth Management and Deloitte are now $7.2 billion Aspiriant and there are more plans to grow -- carefully

October 3, 2011 — 4:30 AM UTC
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