Former Deloitte Tax Partner is new CEO at Aspiriant

 In Aspiriant, CEO, Deloitte

Aspiriant, a leading independent wealth management firm, has announced that Rob Francais will become the CEO of the firm on November 1.[private]

A CPA, Francais has more than 20 years of experience in the wealth management profession. He has launched several successful businesses and business lines within larger organizations. As CEO of Quintile Wealth Management, Francais led the effort to build Quintile from its inception into a 35-person firm with $2.5 billion of assets under management. During this same time, he also headed Empaxis, a data management business he helped to create in 2003 as a subsidiary of Quintile. Today, Empaxis is a subsidiary of Aspiriant that employs 29 full-time staff in the U.S. and abroad, and reconciles data for more than $30 billion in assets.

Prior to co-founding Quintile in 2002, Francais was the managing director of myCFO’s Los Angeles office, a company founded in 1999 to address the unique needs of the ultra-affluent market segment. While at myCFO, he helped define and build the client service platform and managed the client service resources in Los Angeles. Prior to myCFO, he was a tax partner with Deloitte & Touche LLP in the Los Angeles office and head of the Technology Industry Practice for the Southwest Region.

Francais holds a BS in economics and finance, with an emphasis in business administration, from the University of California, Los Angeles. He is a member of the UCLA Economics Council, frequently speaks at industry conferences and the Anderson School at UCLA, and has guest lectured at the University of Southern California.[private]

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