Mr. Tim Kochis has over 40 years of experience in the personal financial and investment planning profession. In 2012, Tim founded Kochis Global which fosters best in class wealth management and investment planning services, especially in Asia. Tim . He has advised a select group of executives, professionals, and business owners throughout the United States and overseas since 1973. Mr. Kochis has served as Chairman and CEO of Aspiriant and prior to that was the National Director of Personal Financial Planning for Deloitte & Touche (1985 – 1991) and for Bank of America (1981 – 1985).
Tim has long been recognized as one of the key leaders of the wealth management and investment planning profession, his success in building leading organizations within the profession, his service in professional and educational organizations, and his extensive writing and frequent speaking engagements to audiences around the world.
Mr. Kochis also devotes considerable effort to philanthropy and civic involvement. He currently serves on the Boards of the University of San Francisco, the Asian Art Museum and the Asia Foundation. He served formerly on the boards of the YMCA of San Francisco, San Francisco Beautiful, and the San Francisco Maritime National Park Foundation.
Tim earned a BA in Philosophy from Marquette University (1968), a JD degree from the University of Michigan (1973), and an MBA from the University of Chicago (1979). Tim served in the US Army from 1969 to 1971 including a tour of duty in Vietnam where he received a Purple Heart for wounds received in action.