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Inside Aspiriant
Aspiriant Named Finalist in the 2023 Weathmanagement.com Industry Awards
Aspiriant executives named finalists in 2023 Wealthmanagement.com awards for CEO and CMO of the Year.More
Inside Aspiriant
Two New Leaders Join the Aspiriant Family
Aspiriant is excited to welcome two key leaders whose expertise strengthen the team and expand our ability to service clients in the SoutheastMore
Inside Aspiriant
Aspiriant Launches New Website
Our website is the digital front door to our firm. We welcome you in to experience and get a feel for why we love what we do for our clients.More
Inside Aspiriant
Aspiriant Presents: The New Partner Class 2023
Eight employees become new partners of Aspiriant. This new class represents client service, the investment team, and leadership.More
Inside Aspiriant
Aspiriant Wins Best Private Wealth Manager Award from Private Asset Management
Private Asset Management (PAM) awarded Aspiriant with its 2023 Best Private Wealth Manager over $5bn – client service award. The award recognizes client service excellence…More
Inside Aspiriant
Aspiriant Ranked on Barron’s 2022 Top Wealth Management Firms List
Our ranking as a top-rated independent wealth management firm reflects our deep commitment to independence through our ownership model, serving clients with distinction and our…More
Inside Aspiriant
7 Aspiriant Leaders Become Partners of the Firm
Aspiriant selects seven employees serving in a wide range of critical roles to help sustain our long-term commitment to clients. Find out who they are.More
Inside Aspiriant
Aspiriant CEO Makes Forbes Best-in-State List
CEO Rob Francais and 10 other Aspiriant partners are considered to be some of the top wealth advisors in the country. See what sets them…More
Inside Aspiriant
Aspiriant Wins Award for Diversity, Equity & Inclusion
Recognizing our concerted efforts to strengthen diversity within the firm and the wealth management industry to benefit all types of clients, Private Asset Management honored…More
Inside Aspiriant
Aspiriant Awards 3 Scholarships to Next-Gen Financial Advisors
The new Aspiriant Impact Scholarship supports the next generation of forward-thinking financial advisors. See who the first recipients are.More
Inside Aspiriant
5 Aspiriant Partners Make Forbes Top Women Advisors Lists
Helping women feel empowered to achieve their financial goals is something Aspiriant takes seriously. We’re honored that five of our partners have topped Forbes women…More
Inside Aspiriant
Aspiriant Getting Better, Not Just Bigger
As over 90% of independent wealth management firms our size have decided to take on private equity investors, we have chosen a different path that…More
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Meet the Authors
John Allen
Chief Investment Officer, Partner
Meet the Authors
Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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Teresa Greenip
Senior Manager in Wealth Management, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
Meet the Authors
Jan Vega
Director in Wealth Management, Partner
Meet the Authors
Jason Shemtob
Director in Wealth Management, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
