Profil
Stephen Timothy Kochis is a former Chief Executive Officer at Kochis Fitz Tracy Fitzhugh & Gott, Inc. He was also a Director at Bank of America Corp.
and Deloitte & Touche LLP.
He served as President-International Ventures at Aspiriant LLC until 2012.
Currently, he is a Trustee at The Asia Foundation and Santa Barbara Museum of Natural History.
Kochis holds an MBA from The University of Chicago, an undergraduate degree from Marquette University, and a graduate degree from the University of Michigan.
Postes actifs de Stephen Timothy Kochis
| Sociétés | Poste | Début |
|---|---|---|
The Asia Foundation
The Asia Foundation Miscellaneous Commercial ServicesCommercial Services Provides social services | Directeur/Membre du Conseil | 01/01/2013 |
Santa Barbara Museum of Natural History
Santa Barbara Museum of Natural History Other Consumer ServicesConsumer Services Operates natural history museum | Directeur/Membre du Conseil | - |
Anciens postes connus de Stephen Timothy Kochis
| Sociétés | Poste | Fin |
|---|---|---|
Aspiriant LLC
Aspiriant LLC Investment ManagersFinance Aspiriant offers an investment management program tailored to meet each client’s unique financial circumstances and investment objectives. The firm uses selected separate account managers, separate investments in equities, mutual funds, ETFs, ETNs, private partnerships, bonds, cash-equivalents, and other instruments. Investments are made across a wide range of markets and strategies. Their standard portfolios that target the lowest risk will generally be more heavily weighted in fixed income (bonds), while portfolios that target higher risk/return profile will generally focus on stocks and other asset classes which tend to have a higher expected return over Aspiriant’s forecasted horizon. | Président | 20/09/2011 |
Kochis Fitz Tracy Fitzhugh & Gott, Inc.
Kochis Fitz Tracy Fitzhugh & Gott, Inc. Investment ManagersFinance Kochis Fitz is an equity-oriented investment manager. However, when appropriate, they do use fixed-income securities. To help reduce overall portfolio volatility they diversify investment accounts by market capitalization (large and small), investment style (growth and value), market efficiency (mature and emerging), geography (domestic and international) and management approach (indexing/active stock selection). The firm also offers alternative investment vehicles such as hedge funds. Kochis Fitz believes that virtually all fixed-income portfolio components should be constructed exclusively with short- or intermediate-term fixed-income instruments. Except in rare, tax-oriented strategies, the firm rarely finds long-term bonds appropriate. | President | 31/12/2007 |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Corporate Officer/Principal | 30/09/1991 |
| BANK OF AMERICA CORPORATION | Directeur/Membre du Conseil | 01/01/1985 |
Formation de Stephen Timothy Kochis
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Bank of America Corp.
Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services | Finance |
Kochis Fitz Tracy Fitzhugh & Gott, Inc.
Kochis Fitz Tracy Fitzhugh & Gott, Inc. Investment ManagersFinance Kochis Fitz is an equity-oriented investment manager. However, when appropriate, they do use fixed-income securities. To help reduce overall portfolio volatility they diversify investment accounts by market capitalization (large and small), investment style (growth and value), market efficiency (mature and emerging), geography (domestic and international) and management approach (indexing/active stock selection). The firm also offers alternative investment vehicles such as hedge funds. Kochis Fitz believes that virtually all fixed-income portfolio components should be constructed exclusively with short- or intermediate-term fixed-income instruments. Except in rare, tax-oriented strategies, the firm rarely finds long-term bonds appropriate. | Finance |
The Asia Foundation
The Asia Foundation Miscellaneous Commercial ServicesCommercial Services Provides social services | Commercial Services |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Commercial Services |
The University of Chicago
The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Marquette University
Marquette University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Michigan
University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Aspiriant LLC
Aspiriant LLC Investment ManagersFinance Aspiriant offers an investment management program tailored to meet each client’s unique financial circumstances and investment objectives. The firm uses selected separate account managers, separate investments in equities, mutual funds, ETFs, ETNs, private partnerships, bonds, cash-equivalents, and other instruments. Investments are made across a wide range of markets and strategies. Their standard portfolios that target the lowest risk will generally be more heavily weighted in fixed income (bonds), while portfolios that target higher risk/return profile will generally focus on stocks and other asset classes which tend to have a higher expected return over Aspiriant’s forecasted horizon. | Finance |
Santa Barbara Museum of Natural History
Santa Barbara Museum of Natural History Other Consumer ServicesConsumer Services Operates natural history museum | Consumer Services |
















