John Petrie - Email & Phone Number

Managing Director - Total Wealth Management, Partner at Aspiriant

John Petrie is based out of Milwaukee, Wisconsin, United States and works at Aspiriant as Managing Director - Total Wealth Management, Partner.

John Petrie's Contact Information

John Petrie's Work email

j*****@aspiri***.com

Valid

Latest update

September 19, 2025

Location

Milwaukee, Wisconsin, United States

John's current employer

Aspiriant

Description

Aspiriant is a leading, national wealth management firm & independent financial advisor providing investment advice, wealth planning & fa...

Website

aspiriant.com

HQ Location

Los Angeles, CA, United States

Number of employees

51-200

Industry

Investment Management

Latest update

April 30, 2024

Read about Aspiriant

Frequent questions about John Petrie

What company is John Petrie working for?

John Petrie works for Aspiriant.

What is John Petrie's function at Aspiriant?

John Petrie is Managing Director - Total Wealth Management, Partner at Aspiriant.

Where is John Petrie based?

John Petrie is based out of Milwaukee, Wisconsin, United States.

What is John Petrie's work email address?

John Petrie's professional email address is j*****@aspiri***.com

Who are John Petrie's co-workers?

John Petrie's colleagues are Sasha Harris, Rob Francais, Ken Anderson, Marc Primiani, Michael Kossman, Nolan Alinsod, Gregory Schick, Clay Stevens, Ryan Nelson, Thomas Tracy, Phillip Parkerson, Paul Nikolai, Nate Kublank, Daniella Chuckran, John Collins, Lisa Barnea, Natalie Morrella, Angie Grainger -, Song Park, Linda Kitchens, Corey Mader, Michael Weissman, Lisa Colletti, Karen Clapp, Michael Fitzhugh, Jason Kiss, Ami Aranha, Benjamin Schmidt, Gavin Neil, Carl Forster, Melissa Punim, Peter Schwartz, Jordan Overby, Malik Dawood.

John's co-workers

Sasha Harris

Executive Assistant To Chief Executive Officer

Rob Francais

Chief Executive Officer

Ken Anderson

founder, senior wealth manager

Marc Primiani

Founder / General Counsel / Principal

Michael Kossman

COO

Nolan Alinsod

Client Service Coordinator

Gregory Schick

Director - Wealth Management, Principal

Clay Stevens

Director of Strategic Planning

Ryan Nelson

Director - Investment Advisory, Partner

Thomas Tracy

Managing Director, Planning Strategy & Research

Phillip Parkerson

Director - Investment Operations, Partner

Paul Nikolai

Director, Wealth Management, Partner; Member, Board of Directors at Aspiriant 2019-21

Nate Kublank

Director - Wealth Management

Daniella Chuckran

Partner, Director - Marketing

John Collins

Director - Investment Advisory, Partner

Lisa Barnea

Director - Finance, Partner

Natalie Morrella

Director - Wealth Management, Partner at Aspiriant

Angie Grainger -

Director Wealth Management, Exclusive Family Office

Song Park

Director - Wealth Management

Linda Kitchens

Director, Wealth Management, Partner

Corey Mader

Director - Wealth Management, Partner

Michael Weissman

Director - Wealth Management, Partner

Lisa Colletti

Managing Director - Exclusive Family Office, Partner

Karen Clapp

Director Wealth Management

Michael Fitzhugh

Director - Total Wealth Managment, Partner

Jason Kiss

Partner and Director, Wealth Management

Ami Aranha

Director - Wealth Management, Partner

Benjamin Schmidt

Director of Aspiriant Funds

Gavin Neil

Director - Wealth Management, Partner

Carl Forster

Director - Investment Advisory, Principal

Melissa Punim

Director - Strategic Planning, Partner

Peter Schwartz

Director - Wealth Managment, Partner

Jordan Overby

Director - Wealth Management

Malik Dawood

Tax Director

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