Regina Wohl

Portfolio Manager-Equities at

Aspiriant LLC

Finance

Consumer Services

Profile

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.

Regina Wohl active positions

Companies	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.	Portfolio Manager-Equities	01/02/2017

All active positions of Regina Wohl

Former positions of Regina Wohl

Companies	Position	End
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	01/01/2017
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.	Corporate Officer/Principal	31/12/2013
KeyBanc Capital Markets, Inc. KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/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.	Portfolio Manager-Equities	31/12/2005

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Linked companies

Private companies	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