Our constant goal is to recruit, retain, and develop the best talent available. However, at times, even the most talented individuals need a little help finding their way. At Aspen financial management, we open our doors to professionals of all orientations, races, abilities, genders, and life experiences. In addition, we offer an accommodating and flexible work environment so that our associates can maximize their effectiveness at home, at work, and within their communities. At the same time, we encourage and sponsor employee networks that build on our diversity and inclusion strategy. These networks, called Business Resource Groups (BRGs), promote individual professional development, while helping the company achieve its business objectives.Our diverse and talented employees are committed to helping people and companies attain financial wellness through our innovative products and financial solutions. Whether working with multinational corporations or individual families, we are dedicated to helping create financial strength today and security for tomorrow.
President and Founder
Hieu Jang has vast experience in the financial services industry spanning over 47
years and In order to reach our full potential, he leverages on our blend of
different people, backgrounds and experiences to create value for our employees,
shareholders and investors. This unique blend of perspectives enhances our culture,
builds our commitment to our surrounding community and fuels our innovation. At the
end of the day, our business is about the people with whom we work and how we
motivate each other to achieve our goals.
Hieu built and strengthens relationships with Investors, shareholders and organizations by assisting them in multi-generational wealth management. Embracing technology Hieu employs a strategy-based approach in helping Aspen's clients address their complex financial needs, focusing on retirement planning, assets management, education funding, capital growth, tax minimization strategies, and estate planning service. Hieu has been committed to designing tax-efficient strategies, constructed to help clients pursue desired results while building, managing, and preserving their wealth and also ensure the Fund's target is hit anually through experienced leadership .
Michael McCain is an excellent adviser and board member. Having been one of the founding members of Aspen financial along side his old long friend Hieu jang they've both had immerse impact in terms of company growth. Michael has been able to create a strong and lasting impact with his ability to bring resources and solutions to different forms of problems. Michael saw the vision hieu had and ensured it was materialized, he brought over 18 institutional clients and over 80 private clients both in US and international. His job role is acting as an overhead managerial position, and guides and assists the firm where necessary towards achieving our goals.
Shihad Hicklin with over 23 years experience as a marketer and expert strategist, He Co-founded Aspen financial management. With the involvement of Hicklin, Aspen Financial has been able to reach a variety of clientele and manage them appropriately this has been due to his contributions in the marketing and strategy sector. Just like any other company, marketing is a very serious and delicate position. So Hicklin majorly responsible for all marketing and strategy activities. Due to his continuous and relentless effort towards growing Aspen Financial, He has been able to achieve credible feats and is also responsible for the immerse growth in our clientele list and the company's continual guidance and growth in our marketing division.
David William Davies
Chief executive officer
David William Davies is the chief Executive officer of Aspen financial Management, which is now a $165 billion+ investment establishment and assets management firm serving large institutions and high net worth individuals globally. David William Davies has been with the firm since its inception, and has worked his way through to the top with his continuous hardwork. By elite standards, it is a world’s largest pure ‘40 Act Investment Adviser firm. William’s prestigious Bloomberg article “diversifying your portfolio” column ran monthly for six months until 12/31/2016, making William one of the longest running columnist in the magazine’s history. An inspirational leader and insightful who embodies our firms core beliefs and values. He is an experienced senior portfolio manager with a demonstrated history.David He writes monthly, native-language columns in major media organs spanning Western Europe and Asia, including Germany’s Focus Money; Switzerland’s leading business paper, Handelszeitung; Singapore largest business website and newspaper,business insider; the Hong Kong Economic Journal;and Singapore’s The Business Times. His 1990s’ theoretical work pioneered an investment analysis tool called the Price-to-Sales Ratio, now a core part of financial curriculum. His credits span a multitude of professional and scholarly journals. He is a recipient of the Fabozzi/Jacobs Levy Award for outstanding research in the Journal of Portfolio Management.
Mark Luther Siegiel
Chief Executive Officer
Mark Luthor Siegel, Vice President, Director and a member of Aspen financial management’s Global Executive Committee and directs the firm’s day-to-day operations and oversees its four primary business units: US Private Client, Institutional, Private Client International and 401(k) Solutions. He is also responsible for day-to-day oversight of all Aspen financial management’s key operating units including Investment Strategies, Client Businesses, Blockchain Technology Management, Technology & Operations, and Risk & Quantitative Analysis. He joined Aspen financial managment in 2003 and has since held a variety of roles. From 2007 to 2012, he served as Co-President and from 2012 to 2016 as President of Client Acquisition and Service. Siegel has been an Executive Officer and member of the firm’s Board of Managers since 2005. He speaks at client seminars nationally, where he provides insights on current market conditions and portfolio positioning. He is a member of The Wall Street Journal CEO Council and the prominent G100 Network of chief executive officers. Siegel regularly publishes articles in various industry publications, including FT Adviser, Financial Advisor, Advisor Perspectives, Financial Advisor IQ, FE Trustnet and Investment News.Education - Mark Luthor Siegel earned a BS degree in economics from the Wharton School of the University of Pennsylvania in 1979, and an MBA degree from Harvard Business School in 1983.
Chief Financial Officer
Stella Harris has over 12 years of experience in Real Estate Consultancy with a demonstrated history of working in the real estate industry. Skilled in Accounting, Investment Properties, Financial Accounting, Marketing, and Working with top Investors in business and finance. Before joining Aspen financial management, Stella Harris was influential in redefining the Real Estate industry and creating an execution plan that became the preeminent strategic priority. Stella Harris also served as the Real Estate Consultant of Lincoln property Company ATL, following the acquisitions Stella Harris also led a successful integration to drive synergies and profitable growth. Stella Harris spent the first 5 years of her career advising clients in M&A, restructuring, liquidity optimization, and audit. She holds a Bachelors's degree in Finance from the University of California, Los Angeles, and a Masters's degree in Accountancy from Boston University.
Chenglei Hendrix is the chief secretary at Aspen financial management. In that role, mike is responsible for all meeting Arrangements made between all Institutional management and Aspen private U.S clients. He is also responsible for making meeting arrangements between the company, and all it's clients. He is responsible for making all parties involved in a meeting get the invite ad he's also responsible for introducing the parties involved in a formal meeting. Hendrix also ensures the meeting schedules are not overloaded with agendas to discuss within a specific time frame, and also distributes the minutes of the meeting to all present in a meeting. Hendrix started the early part of his career as the assistant to a project manager at Blueguide capital. After which he headed to working as an accountant working privately as a consultant in a variety of support roles. Hendrix regularly meets with our institutional clients and private US client to keep them informed of our progress on their various por
Head of Portfolio Management
Emily Marling Emily Marling is an Experienced Portfolio Manager. In those roles, she oversees the firm's Portfolio Management Department, which includes the Research, Investment Operations, Investment Solutions and Portfolio Evaluation Groups. She is also a member of the Technology Transformation Committee. Emily speaks regularly at client seminars and meets with institutional clients globally, providing information regarding market outlook, portfolio positioning and global economic factors. Emily joined Aspen financial Management in 2016 and has served on the firm's five-member IPC since 2015. Prior to her current responsibilities, She held several different positions at the firm, including Capital Markets Research Team Leader, Securities Research Team Leader and Securities Research Analyst. She has a degree in Finance from the University of Arizona. She used lived in the San Francisco Bay Area with her husband till he passed.
Ren Suen joined Aspen Financial Management at its inception, Suen was previously a Logistician in the US Army. Suen is a strategic and experienced Managing Director and accountant specializing in profitable business growth and Magine improvement integrating marketing creativity with finance discipline achieving success across multiple industry verticals. Suen is known for identifying and implementing various strategies to promote financial security and accurate reporting to capture market anomalies while maintaining a business mindset beyond portfolio management. Suen has served on the Board of Directors of numerous companies, including Barfield and Powell. Suen is a graduate of the University of Virginia where he earned a bachelor's of commerce in Human Resource Management and a master's of business administration at the University of Los Angeles.
Evelyn D Chow
Certified Financial analyst
Evelyn D. chow, Risk Analyst, Co-Portfolio Manager with a demonstrated history of analysis and trading in the finance market, highly skilled in Risk Management, Investment analysis, Portfolio Management, where she oversees the firm’s Portfolio Management Department, which includes the Research, Investment, Operations and Investment Solutions. Mrs. Evelyn started her career at Aspen Financial Management in 2016 and was previously an Analyst at Neuberger Berman Prior affiliations include Goldman Sachs where she was responsible for developing investment strategies for the taxable core and asset-liability portfolios, Contract Negotiation and Asset Management. She received her strong finance professional with a Master’s Degree focused in Business Managerial Economics from Baruch College.
Certified Retirement Financial Advisor
Mark Geller is a Certified Retirement Financial Advisor and a member of the Investment Policy Committee (IPC). He oversees the firm’s Retirement plan offers And carries out Researches about, Investment Operations, Investment Solutions, Global Custody Management, and Portfolio Evaluation Groups. He is also a member of the Client Services Group. Mark speaks regularly at client seminars and meets with institutional clients globally, providing information regarding a perfect retirement approach. Mark Geller joined Aspen Financial Managment in May 2012 and has been an invaluable asset to the company. Before his current responsibilities, Mark held several different positions at the firm, including Retirement Portfolio Research Team Leader, Retirement Portfolio Strategist and Analyst. Mark has a degree in Finance from the University of San Francisco and a degree in Human Resources Management.
Senior Portfolio Manager
Courtney Lockett was the Chief Financial Officer at Gramercy Funds Management, for which she also shared senior management responsibility. She managed a team that originated loans across the United North America, Europe and Asia. She is the Senior Portfolio Manager at Aspen Financial management
Head of Customer and Private Client services
Grilo Susan is the Executive Vice President of the American and International Private Client Services Group. In that role, Susan is responsible for all service and support, personalized financial services and products offered to the high-net-worth individual clients. Susan initially joined Aspen Financial Management in 2015(ON CONTRACT) and has held a variety of roles at the firm She spent the early part of her career as an Accountant, working directly with private clients, and in a variety of support roles. She then held managerial roles in Client Programs and thereafter served as a Group Vice President in charge of Investment Counselors and Client Programs. Susan regularly meets with private clients nationwide, sharing the firm’s market outlook, presenting current portfolio positioning and answering questions. She received her bachelors degree from the University of California, Los Angeles and a master’s of business administration from Grand Canyon University.
Guy C. Sheeran
Senior Tech Lead
Guy C. Sheeran is the Senior technical lead at Aspen financial management. He is an Insightful information Technology Manager with 14 years of (I.T) Leadership experience including oversight of infrastructure, application support and security services. Dedicated to customer satisfaction with focused delivery of technical solutions. Proven leader in directing operations, maintenance and support of complex systems. Develops creative business solutions, leveraging diverse methodologies and delivering engineering solutions for leading organizations. Highly adept in request for proposal development, technology needs assessments and staff training. ..(name) has guided implementation of company-wide enterprise security strategy for network and hardware, disaster recovery, data protection and end point protection. Sheeran also analyze network security and current infrastructure to asses areas in need of improvement and develop solutions. He received a bachelor of science degree at University of Oslo, Norway and a masters degree at University of Texas at Dallas , USA.
Matthew T. McChanahan
With over 10 years of experience in the digital world and project management Mattew’s as the Digital Specialist's role is to design, create, and deliver marketing programs to support expansion and growth of the company services and products. ... Developing, managing and designing layouts of communications such as presentations, newsletters, event support materials, research papers, and brochures. Doubling as the project manager he oversees entire project and serve as a point of contact for a client or customer. He coordinates work, identifies risks and mitigation plans, and handles budget strategies. Also helps set timeline estimates and ensure the needs of stakeholders are met. Before joining Aspen financial management, Matthew has interned at WebFX and worked at Brainvire Infotech Inc. He holds a Bachelor’s degree from the Virginia Tech university, Virginia, and a master’s degree in Digital and project management from the Northern Illinois University.