John Petrie

last updated 5/9/2018

John P. Petrie

Director - Investment Advisory, Principal at Aspiriant LLC

Location:
11100 SANTA MONICA BLVD. SUITE 600, Los Angeles, California, United States
Company:
Aspiriant LLC
HQ Phone:
(310) 806-4000

General Information

Experience

Tax Director, Investment Advisory - Deloitte LLP

Tax Senior Manager, Investment Advisory - Arthur Andersen & Co.

Education

Bachelor's DegreeUniversity of Wisconsin-Madison

Bachelor's degree - accounting , University of Wisconsin Oshkosh

Affiliations

Member of the Board of Managers - West Suburban YMCA

Member - Investment Management Consultants Association Inc

Member - American Institute of Certified Public Accountants

Finance Committee - YMCA

Committee - Client Service and Business Development Committee

Recent News  

Principals Archives - Aspiriant The Leading Independent Wealth Management Firm

Milwaukee | Director - Investment Advisory | John P. Petrie
John P. Petrie CPA, CFP ® , CIMA ® Director in Investment Advisory, Principal

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Principals Archives - Aspiriant The Leading Independent Wealth Management Firm

Milwaukee | Director - Investment Advisory | John P. Petrie
John P. Petrie CPA, CFP®, CIMA® Director in Investment Advisory, Principal

Read More
Principals Archives - Aspiriant The Leading Independent Wealth Management Firm

Milwaukee | Director - Investment Advisory | John P. Petrie
John P. Petrie CPA, CFP®, CIMA® Director of Investment Advisory, Principal

Read More

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