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Profil
Ms. Regina Wohl, CFA MBA, is a Senior Manager in Investment Advisory at Aspiriant LLC.
She brings extensive experience in portfolio management, client relations, investment analysis and compliance.
She works with Aspiriant’s wealth advisors to manage client portfolios and ensure that asset allocations remain consistent with each client’s objectives.
She joined Aspiriant in 2017 along with Stanford Investment Group.
In addition to helping with client portfolios, she served on the firm’s investment team at SIG.
Ms. Wohl served as Senior Portfolio Manager with Key Private Bank in Cleveland, Ohio; Portfolio Manager for Victory Capital Management; and Compliance Specialist and Audit Manager for KeyCorp.
She received hold a Bachelor of Business Administration in accounting from Cleveland State University and a Master of Business Administration in Banking and Finance from Weatherhead School of Management at Case Western Reserve University.
Aktiva positioner av Regina Wohl
| Företag | Position | Start |
|---|---|---|
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. | Portföljförvaltare-Aktier | 2017-02-01 |
Tidigare kända positioner av Regina Wohl
| Företag | Position | Slut |
|---|---|---|
Stanford Investment Group, Inc.
 Stanford Investment Group, Inc. Investment ManagersFinance Stanford Investment Group's core portfolios consist of broadly diversified investments in US and international equities, fixed-income securities and sector assets such as natural resources. Core portfolio investments may include: actively-managed mutual funds, index funds, ETFs, separately managed accounts, individual stocks, individual bonds and fixed-income securities and socially responsible investments. The firm complements clients' core portfolios with alternative investments that are generally uncorrelated with the performance of the core portfolio holdings. Stanford Investment Group believes that alternative investments can provide a significant return element by providing sources of risk and return that are not correlated with the equity markets. Stanford Investment Group's investment approach is based on broad diversification, intelligent asset allocation, careful researched asset and manager selection and disciplined portfolio rebalancing. Though not limited by sector, the firm tends to invest in the stocks of US and European companies in the electronic technology, technology services and health technology sectors. Stanford Investment Group invests across all market-caps | Analyst-Equity | 2017-01-01 |
KeyBank, NA (Investment Management)
 KeyBank, NA (Investment Management) Investment ManagersFinance Key Private Bank’s investment approach is based on the belief that asset allocation is one of the primary determinants of long-term investment results. The firm follows four steps: understand, plan, act, connect and reassess. They take time to understand the goals of each client, capturing all their financial objectives. | Företagsledare/Principal | 2013-12-31 |
KeyBanc Capital Markets, Inc.
 KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance Provides brokerage services | Företagsledare/Principal | - |
Victory Capital Management, Inc. (Investment Management)
 Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital-IM is a diversified global investment management firm offering a wide array of independent investment approaches and innovative solutions designed to drive better investment outcomes. | Portföljförvaltare-Aktier | 2005-12-31 |
Regina Wohls utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
62
Första gradens relationer
7
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 7 |
|---|---|
KeyBanc Capital Markets, Inc.
KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Victory Capital Management, Inc. (Investment Management)
Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital-IM is a diversified global investment management firm offering a wide array of independent investment approaches and innovative solutions designed to drive better investment outcomes. | Finance |
Stanford Investment Group, Inc.
Stanford Investment Group, Inc. Investment ManagersFinance Stanford Investment Group's core portfolios consist of broadly diversified investments in US and international equities, fixed-income securities and sector assets such as natural resources. Core portfolio investments may include: actively-managed mutual funds, index funds, ETFs, separately managed accounts, individual stocks, individual bonds and fixed-income securities and socially responsible investments. The firm complements clients' core portfolios with alternative investments that are generally uncorrelated with the performance of the core portfolio holdings. Stanford Investment Group believes that alternative investments can provide a significant return element by providing sources of risk and return that are not correlated with the equity markets. Stanford Investment Group's investment approach is based on broad diversification, intelligent asset allocation, careful researched asset and manager selection and disciplined portfolio rebalancing. Though not limited by sector, the firm tends to invest in the stocks of US and European companies in the electronic technology, technology services and health technology sectors. Stanford Investment Group invests across all market-caps | Finance |
KeyBank, NA (Investment Management)
KeyBank, NA (Investment Management) Investment ManagersFinance Key Private Bank’s investment approach is based on the belief that asset allocation is one of the primary determinants of long-term investment results. The firm follows four steps: understand, plan, act, connect and reassess. They take time to understand the goals of each client, capturing all their financial objectives. | Finance |
Cleveland State University
 Cleveland State University 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 |
Weatherhead School of Management
 Weatherhead School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
