Investment Team: Your dedicated brain trust.

John Allen CFA, CAIA
Chief Investment Officer, Principal

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Kuldip Ambastha MBA
Manager of Investment Strategy & Research

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Laura Boucher MBA, CPA
Manager – Aspiriant Funds

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Robert Burns
Manager of Investment Strategy & Research

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

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Achiraya Chalermsuk CFA®, CAIA, MBA
Research Analyst

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Carl Forster
Director of Investment Advisory, Principal

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David Grecsek MBA, CFA
Director of Investment Strategy & Research, Principal

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Phil J. Kastenholz CPA, CFA, CFP®
Director of Investment Advisory, Principal

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Sam Lee MBA
Director of Investment Advisory, Principal

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Randy Rae CFA, CFP®, MBA
Manager of Investment Strategy & Research

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Ben Schmidt
Director of Aspiriant Funds

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Jason Stujenske
Associate – Aspiriant Funds

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Luis Torres MBA
Director of Investment Strategy & Research

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