John Petrie
Creating Clarity & Peace of Mind
- Role
- Director - Wealth Management, Partner at Aspiriant
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About John Petrie
I have been providing wealth management services for higher net worth individuals and…
Experience
Director - Wealth Management, Partner
Oct 2010 — Present
Education
University of Wisconsin Oshkosh
Bachelor of Business Administration (BBA)
Skills
- Strategic Financial Planning
- Retirement Planning
- Wealth Management Services
- Investment Strategies
- Portfolio Management
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