FUNDRAISING NEWS | November 20, 2024
Los Angeles-based independent RIA Aspiriant has added two new senior wealth managers to its Mountain View office.
Tim Harvey and Rohit Mansukhani joined the firm’s San Francisco Bay Area practice in September as senior managers in wealth management, with experience in servicing high-net-worth clients.
Harvey transitions from The Mather Group, where he served as senior wealth advisor, and brings over two decades of both analyst and advisory experience. Mansukhani returns to Aspiriant after leaving the RIA in 2019 to work as vice president in financial advisory for HNW multifamily office Iconiq Capital. He has been in the industry for twelve years, beginning as an investment consultant for Scottrade, per his LinkedIn profile.
Aspiriant services over 2,200 clients, representing more than $15B in AUM, across offices in 10 locations, including Silicon Valley and New York.
