Thomas Tracy is the Chief Client Officer for Aspiriant, the nation’s leading independent wealth management firm with 11 offices and over $12 billion in assets under management.
Tom is responsible for developing Aspiriant’s client service offering and providing a superior client experience. He has provided comprehensive personal financial and investment planning services to hundreds of professionals, senior corporate executives, business owners, and other high net worth individuals. Tom was the first, post-founding professional employee of Kochis Fitz, the predecessor firm to Aspiriant, in 1992 and became a principal of the firm in 1995.
Tom began his financial planning career in 1989 as a member of the Executive Financial Counseling group at Deloitte & Touche. Tom earned a B.S. degree in economics from Chico State and an MBA (Distinguished Student Award) in finance from San Francisco State University. He successfully completed the Certified Public Accountant (CPA) examination in 1993 and received his Chartered Financial Analyst credential in 1995.
Tom is a fifth-generation Californian with family roots in Lisglass, Co. Antrim, on his father’s side and Co. Wexford on his mother’s side. His Irish heritage instilled in him an ethic for self-improvement and taking risks, as well as an interest in politics. Tom has two children and lives in Marin County with his wife, Shari.