Teams at Aspen Standard Wealth

Serve as the primary advisor for high-net-worth families, delivering comprehensive planning across investments, tax, equity compensation, estate, insurance, and retirement strategies. Lead client meetings, coordinate portfolio implementation, and drive growth through referrals and professional relationships. The role requires a fiduciary mindset, strong relationship skills, sound judgment, and experience serving complex Bay Area clients, including executives, founders, and households navigating liquidity events.

Owns the performance and growth of a founder-led wealth management firm, including P&L, revenue, talent, operations, sales conversion, strategic planning, and scalable systems. The role partners with the founder and Aspen to double organic revenue, AUM, and EBITDA within three to five years while professionalizing operations and building leadership capacity.

Lead growth for a founder-led wealth management firm by defining the ideal client, strengthening referral and center-of-influence relationships, managing the prospect pipeline, developing thought leadership and events, and implementing repeatable revenue processes. The role carries personal accountability for net new assets and conversion targets, including closing opportunities directly, while partnering with the founder and Aspen teams to build a scalable growth engine.