Santa Monica High School alumna Nikki Michelini, a director of wealth management and a principal at Los Angeles-based Aspiriant, has recently been named a Top Woman Advisor by Barron’s magazine.
While at Samohi, Michelini was on the song-leading squad. After she went to college at USC she stayed tied to Samohi and was a coach of the squad.
Unlike its name, the squad does not sing – it is a group of six to eight dancers who performed at halftime at football/basketball games, pep rallies, etc. The club is still going strong at SMHS.
She was also a member of Future Business Leaders in high school – an early predictor of her success.
This is the first year the financial magazine has opened the competitive selection to registered independent advisors (RIAs); previously it had included only brokerage/investment advisory firms.
Aspiriant (www.aspiriant.com) is a leading independent wealth management firm in the US, with $8 billion under management.
The magazine’s 2014 ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices.
“To be selected in the first year that Barron’s expanded its list to include RIAs is an incredible honor for me and for Aspiriant,” said Michelini. “Aspiriant has a strong commitment to remaining independent. Having broad employee ownership and designing an industry leading and durable succession plan positions us uniquely among independent advisors to ensure long-term continuity for the multiple generations of clients we serve.”
Michelini has a BS degree in Accounting and an MS degree in Taxation. She has served as a trusted advisor for several years, providing objective and comprehensive advice to entrepreneurs, executives and affluent families around the country.
“Wealth is a wonderful resource,” she said. “We work closely with our clients to help them preserve and direct their wealth in an optimal manner to not only provide opportunities for their families, but also to serve as a catalyst for accomplishing bold and transformational changes in their communities, nationally, and globally.”