John Dowling Kirkpatrick

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John Dowling Kirkpatrick worked as Vice President & Wealth Advisor at Stanford Investment Group, Inc. from 2005 to 2017.
He was Director in Wealth Management & Partner at Aspiriant LLC from 2017 to 2025.
Other former positions include Principal at Bank of America Corp., BEA Systems, Inc., and Nuance Communications, Inc. Education includes an MBA from Stanford University conferred in 1994 and an undergraduate degree from The University of Montana conferred in 1987.

Former positions of John Dowling Kirkpatrick

Companies	Position	End
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.	Trading-Equity	08/07/2025
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	Portfolio Manager-Equities	01/02/2017
NUANCE COMMUNICATIONS, INC.	Corporate Officer/Principal	-
BEA Systems, Inc. BEA Systems, Inc. Packaged SoftwareTechnology Services Provides business software solutions	Corporate Officer/Principal	-
BANK OF AMERICA CORPORATION	Corporate Officer/Principal	-

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Private companies	7
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
BEA Systems, Inc. BEA Systems, Inc. Packaged SoftwareTechnology Services Provides business software solutions	Technology Services
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
Stanford University Stanford University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of Montana The University of Montana Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Nuance Communications, Inc. Nuance Communications, Inc. Packaged SoftwareTechnology Services Develops AI-powered conversational and cognitive customer engagement software for healthcare and enterprise industry	Technology 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