Greg Schick

Greg Schick

Director/Board Member at Aspiriant LLC

Finance
Consumer Services

Profile

Mr. Gregory R.
Schick is a Director in Wealth Management & Partner at Aspiriant LLC.
He is on the Board of Directors at Aspiriant LLC.
He joined Aspiriant’s predecessor firm, Kochis Fitz, in 1998 and became a Principal in 2005.
He has been a wealth management professional for over 15 years and brings a broad range of experience to client relationships, including executive compensation, investment portfolio design, risk management, charitable and family wealth transfer, and general long-range wealth planning and optimization strategies.
In addition to client responsibilities, he sits on Aspiriant’s Investment Committee, the body responsible for developing and maintaining Aspiriant’s investment platform.
He also chairs Aspiriant’s Editorial Board, which shapes all external publications.
He serves on Aspiriant’s Board of Directors, which is responsible for developing the firm’s long-range strategic growth plans.
Mr. Schick was previously employed as a Principal by Kochis Fitz Tracy Fitzhugh & Gott, Inc. He graduated with honors from the University of Wisconsin-Madison with a BS degree in Finance.
He earned his Certified Financial Planner designation in 2000.

Greg Schick active positions

CompaniesPositionStart
Director/Board Member 01/09/1998
All active positions of Greg Schick

Former positions of Greg Schick

CompaniesPositionEnd
Corporate Officer/Principal 31/12/2007
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Training of Greg Schick

University of Wisconsin Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

100 +

1st degree connections

3

1st degree companies

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Executives

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Linked companies

Private companies2

Finance

Finance

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