Investment Team: Your dedicated brain trust.

John Allen CFA, CAIA
Chief Investment Officer, Principal

Profile

Kuldip Ambastha MBA
Manager in Investment Strategy & Research

Profile

Laura Boucher MBA, CPA
Manager in Aspiriant Funds

Profile

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

Profile

Achiraya Chalermsuk CFA®, CAIA, MBA
Research Analyst

Profile

Carl Forster
Director in Investment Advisory, Principal

Profile

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

Profile

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

Profile

Sam Lee MBA
Director in Investment Advisory, Principal

Profile

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

Profile

Ben Schmidt
Director in Aspiriant Funds, Principal

Profile

Jason Stujenske
Associate in Fund Administration

Profile

Luis Torres MBA
Director in Investment Strategy & Research

Profile