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Articles tagged "Kochis Fitz"


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Rob Francais: Stanford is already in its second generation of management ...
December 29, 2016 at 4:09 PM

Susan Reese: I liked the model of the [Joe Piazza] has. It has transparency that's not associated with a large bank.

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 at 5:37 PM

Rob Francais: You can look at our growth in the last three-and-a-half or four years and say it's off the charts, but it's all been part of a very patient well thought-out process.

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 at 4:30 AM

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