Kochis Fitz
Personal Wealth Strategies & Management
Home
»
About Kochis Fitz
»
Our Team
»
Lani Kapur
Navigation:
Home
Client Login
Contact Us
About Kochis Fitz
Who We Serve + How
Financial Planning
Investment Management
Why Kochis Fitz?
News + Events + Library
About Kochis Fitz
Our Story
Our Team
Our Mission + Philosophy
Contact Us
Who We Serve + How
Our Process
Fees + Minimums
Client Engagements
Financial Planning
Stock Compensation
Financial Independence
Philanthropy
Wealth Transfer
Risk Management
Investment Management
Investment Philosophy
Portfolio Management
Investment Performance
Research
Why Kochis Fitz?
Unique Characteristics
News + Events + Library
Kochis Fitz in the News
Sponsored Events
Library
Links
Our Story
Our Team
Wealth Management Team
Tim Kochis
Linda J. Fitz
Tom Tracy
Kacy Gott
Michael Fitzhugh
Sandra L. Bragar
Gregory R. Schick
Jane Zaloudek
Brett Gookin
Karen Blodgett
Sarah Bailey
Andy Hamilton
Sonja Breeding
Leigh Shimamoto
Investment Strategy + Research
Jason Thomas, PhD
Investment Team
Executives
Michael H. Kossman
Cammie Doder
Linda Frandsen
Finance + Administration
Eric Montgomery
Jay Owens
Kenneth Wu
Bibi Adams
Sarah Josief
Carlos Alvarado
Investment Operations
Young Kim
Phillip Parkerson
Jessica O’Leary
Nathan Wong
Mark Young
Lani Kapur
Lisa Cuseo
Kyle Morgan
Our Mission + Philosophy
Contact Us
Organization Chart
Download PDF
