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

Professional listener and creative problem solver. at Aspiriant
Location: San Francisco Bay Area, United States 8 work roles 5 schools
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Current company
Aspiriant
Role
Professional listener and creative problem solver.
Location
San Francisco Bay Area, United States

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

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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. 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.

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Email format at Aspiriant

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Aspiriant

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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

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Aspiriant
Aspiriant
Professional listener and creative problem solver.
Website
aspiriant.com
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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
Aspiriant

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 nation.DISCLAIMER: The information contained on this site is for informational purposes and should not be considered a recommendation or investment advice. This profile should not be considered a solicitation of services. Links to websites and other resources operated by third parties are provided solely as a convenience and there can be no assurance as to the accuracy or completeness of the information. I am not responsible for any third party content, services, products or information.

Mar 2014 - Present

Adjunct Professor

Current
University Of San Francisco

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 this program.

Apr 2019 - Present

Financial Analyst

Bbam Llc

San Francisco, Ca, Us

Jun 2012 - Mar 2014

Financial/Business Analyst Consultant

Bbam Llc

San Francisco, Ca, Us

Aug 2010 - May 2012

Business Analyst - Operating Leasing

Babcock & Brown

Us

Jan 2008 - Jul 2010

Business Systems Analyst - Oracle Rms Production Support

Williams-Sonoma, Inc
Sep 2001 - Dec 2007

Business Analyst / Quality Assurance Engineer

Ceon Corporation

Us

Sep 1999 - Sep 2001

Product Verification / Systems Integration Engineer

Nortel Networks

Ca

Jul 1996 - Sep 1999
Team & coworkers

Colleagues at Aspiriant

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

RH Rachel H. Rachel H. Colleague at AspiriantLos Angeles Metropolitan Area, United States View → EK Eric Kane Eric Kane Colleague at AspiriantUnited States View → CT Celeste Tebow Celeste Tebow Colleague at AspiriantAustin, Texas, United States View → DM Dawn M. Baca, J.D., Ll.M. Dawn M. Baca, J.D., Ll.M. Colleague at AspiriantNewport Beach, California, United States View → MK Marianne Krolik Marianne Krolik Colleague at AspiriantSan Francisco, California, United States View → LO Luis Orozco Luis Orozco Colleague at AspiriantSan Francisco Bay Area, United States View → CF Cheng F. Saechao Cheng F. Saechao Colleague at AspiriantSan Francisco, California, United States View → TA Teodrik Atakhanian Teodrik Atakhanian Colleague at AspiriantLos Angeles Metropolitan Area, United States View → JH Jill Haugse Jill Haugse Colleague at AspiriantSan Francisco, California, United States View → EE Ed Eksterowicz Ed Eksterowicz Colleague at AspiriantSan Francisco, California, United States View →
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 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 Rachel H., Eric Kane, Celeste Tebow, Dawn M. Baca, J.D., Ll.M., and Marianne Krolik.

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.

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