Profil
Mr. Paul J.
Nikolai is a Director in Wealth Management & Partner at Aspiriant LLC.
He is on the Board of Directors at Aspiriant LLC.
Mr. Nikolai has been providing investment advisory and wealth management services to high net worth families, closely-held business owners, and non-for-profit organizations since 1988.
He is one of the principals of Aspiriant, since joining the firm in 2010 as a result of the acquisition of Deloitte Investment Advisors.
Paul is the practice leader of Aspiriant’s Cincinnati office.
He has also served on Aspiriant’s Management Committee and Investment Committee.
Mr. Nikolai joined Deloitte Investment Advisors in 1997, where he was a Director and Team Leader for the Cincinnati office since 2005.
He earned a B.A.
in Economics and History from Miami University and an M.B.A.
from Xavier University in Cincinnati.
He is a Certified Financial Planner™ professional (CFP®) and he is a member of the Financial Planning Association (FPA) and the Investment Management Consultants Association (IMCA).
Postes actifs de Paul John Nikolai
| Sociétés | Poste | Début |
|---|---|---|
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. | Director/Board Member | 01/10/2010 |
Anciens postes connus de Paul John Nikolai
| Sociétés | Poste | Fin |
|---|---|---|
Deloitte Investment Advisors LLC
 Deloitte Investment Advisors LLC Investment ManagersFinance Part of Aspiriant LLC, Deloitte Investment Advisors LLC provides investment advice. The private company is based in New York, NY. Deloitte Investment Advisors was acquired by Aspiriant LLC from Deloitte Touche Tohmatsu Services LLC on October 04, 2010. | Corporate Officer/Principal | 31/12/2009 |
Formation de Paul John Nikolai
| Xavier University | Masters Business Admin |
| Miami University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
Deloitte Investment Advisors LLC
Deloitte Investment Advisors LLC Investment ManagersFinance Part of Aspiriant LLC, Deloitte Investment Advisors LLC provides investment advice. The private company is based in New York, NY. Deloitte Investment Advisors was acquired by Aspiriant LLC from Deloitte Touche Tohmatsu Services LLC on October 04, 2010. | Finance |
