Marc Castellani CIMA®, CFP®
Director of Investment Strategy & Research, Principal

Marc Castellani | Investment Strategy & Research Image

What do you enjoy most about wealth management?

Helping clients achieve their goals and enjoy the rewards of their success.

What’s the biggest challenge?

Keeping clients grounded in their long-term objectives and ignoring the day-to-day market noise.

What do you love most about being part of Aspiriant?

Always putting clients first and the team culture.

What quality of yours makes you best suited to what you do?

An ability to listen, gather and interpret data and make thoughtful recommendations.

What do you love to do outside of work?

Chasing after my young children, and when there is time, watching college football.

Education and accreditations:

  • B.S., Cornell University
  • M.B.A., University of Rochester
  • Certified Investment Management Analyst®
  • CFP®

Marc joined Aspiriant in February of 2015. He has approximately 20 years of experience in the financial services industry. Marc oversees the firm’s private investment offering (private equity, venture capital and private real estate), and actively works with his colleagues on asset allocation, investment strategy and manager selection. Marc is a member of Aspiriant’s Investment and Client Service Committees.

Prior to joining the firm, Marc worked at the J.P. Morgan Private Bank in Los Angeles in a senior client management role and worked with families and high net worth individuals on portfolio management, tax planning, liability management and wealth transfer strategies. Before moving to Los Angeles in 2009, Marc worked for several years in New York City in the Mergers and Acquisitions departments of J.P. Morgan and Banc of America Securities. In that capacity, Marc advised large multinational clients and privately-held, family owned businesses on a range of strategic alternatives including sales, mergers, acquisitions, divestitures, spin-offs and growth equity financings.

Marc earned his undergraduate degree at Cornell University and his graduate degree in finance at the University of Rochester.

Marc is a member of the Board of Directors and Chair of the Finance Committee of KIPP LA, a charter management organization serving 5,000 students in East and South Los Angeles. Marc lives in Manhattan Beach with his wife and children.

Read Full Bio