AeroLeads people directory · profile

Gavin Neil, Cfa, Cfp®, Msfa Email & Phone Number

Professional listener and creative problem solver. at Aspiriant
Location: San Francisco Bay Area, United States, United States 8 work roles 5 schools
LinkedIn matched
✓ Verified May 2026 3 data sources Profile completeness 100%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Professional listener and creative problem solver.
Location
San Francisco Bay Area, United States, United States

Who is Gavin Neil, Cfa, Cfp®, Msfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Gavin Neil, Cfa, Cfp®, Msfa is listed as Professional listener and creative problem solver. at Aspiriant, based in San Francisco Bay Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Gavin Neil, Cfa, Cfp®, Msfa.

Gavin Neil, Cfa, Cfp®, Msfa previously worked as Director - Wealth Management, Partner at Aspiriant and Adjunct Professor at University Of San Francisco. Gavin Neil, Cfa, Cfp®, Msfa holds Masters Of Science, Financial Analysis from University Of San Francisco.

Company email context

Email format at Aspiriant

This section adds company-level context without repeating Gavin Neil, Cfa, Cfp®, Msfa's masked contact details.

Aspiriant

Review company-level records connected to Gavin Neil, Cfa, Cfp®, Msfa before choosing the right outreach path.

Profile bio

About Gavin Neil, Cfa, Cfp®, Msfa

https://aspiriant.com/our-exceptional-people-bios/gavin-neil/

Listed skills include Financial Analysis, Portfolio Management, Financial Modeling, Derivatives, and 26 others.

Current workplace

Gavin Neil, Cfa, Cfp®, Msfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Aspiriant
Aspiriant
Professional listener and creative problem solver.
Website
AeroLeads page
8 roles

Gavin Neil, Cfa, Cfp®, Msfa work experience

A career timeline built from the work history available for this profile.

Director - Wealth Management, Partner

Current

Los Angeles, CA, US

Aspiriant is a leading nationwide, independent wealth management firm. Combining powerful investment acumen with personalization unique to the industry, Aspiriant provides personal wealth strategies, investment advice and management, and family office services to a select number of sophisticated and wealthy individuals and their families throughout the.

Mar 2014 - Present

Adjunct Professor

Current

San Francisco, CA, US

The MSFA program at the University of San Francisco provides a unique combination of academic rigor and practical expertise. The program is a designated Chartered Financial Analyst (CFA) Institute Affiliated University, representing the CFA internationally recognized standard of excellence in investment management. I teach Portfolio Management as part of.

Apr 2019 - Present

Financial Analyst

San Francisco, CA, US

Jun 2012 - Mar 2014

Financial/Business Analyst Consultant

San Francisco, CA, US

Aug 2010 - May 2012

Business Analyst - Operating Leasing

US

Jan 2008 - Jul 2010

Business Systems Analyst - Oracle Rms Production Support

Williams-Sonoma, Inc
Sep 2001 - Dec 2007

Business Analyst / Quality Assurance Engineer

US

Sep 1999 - Sep 2001

Product Verification / Systems Integration Engineer

CA

Jul 1996 - Sep 1999
Team & coworkers

Colleagues at Aspiriant

Other employees you can reach at aspiriant.com. View company contacts →

5 education records

Gavin Neil, Cfa, Cfp®, Msfa education

Masters Of Science, Financial Analysis

University Of San Francisco

Bachelor'S Degree, Electrical And Electronics Engineering

Brunel University Of London

Education record

Pensby High School

Education record

Pensby High School

Education record

Uc Berkeley Ext. Cfp Class
FAQ

Frequently asked questions about Gavin Neil, Cfa, Cfp®, Msfa

Quick answers generated from the profile data available on this page.

What company does Gavin Neil, Cfa, Cfp®, Msfa work for?

Gavin Neil, Cfa, Cfp®, Msfa works for Aspiriant.

What is Gavin Neil, Cfa, Cfp®, Msfa's role at Aspiriant?

Gavin Neil, Cfa, Cfp®, Msfa is listed as Professional listener and creative problem solver. at Aspiriant.

Where is Gavin Neil, Cfa, Cfp®, Msfa based?

Gavin Neil, Cfa, Cfp®, Msfa is based in San Francisco Bay Area, United States, United States while working with Aspiriant.

What companies has Gavin Neil, Cfa, Cfp®, Msfa worked for?

Gavin Neil, Cfa, Cfp®, Msfa has worked for Aspiriant, University Of San Francisco, Bbam Llc, Babcock & Brown, and Williams-Sonoma, Inc.

Who are Gavin Neil, Cfa, Cfp®, Msfa's colleagues at Aspiriant?

Gavin Neil, Cfa, Cfp®, Msfa's colleagues at Aspiriant include Nicole White, Cfp®, Joseph Orta, Laura Mertz, Cfp®, Song Park, and Eric Kane.

How can I contact Gavin Neil, Cfa, Cfp®, Msfa?

You can use AeroLeads to view verified contact signals for Gavin Neil, Cfa, Cfp®, Msfa at Aspiriant, including work email, phone, and LinkedIn data when available.

What schools did Gavin Neil, Cfa, Cfp®, Msfa attend?

Gavin Neil, Cfa, Cfp®, Msfa holds Masters Of Science, Financial Analysis from University Of San Francisco.

What skills is Gavin Neil, Cfa, Cfp®, Msfa known for?

Gavin Neil, Cfa, Cfp®, Msfa is listed with skills including Financial Analysis, Portfolio Management, Financial Modeling, Derivatives, Asset Management, Equities, Business Analysis, and Risk Management.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.