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Inside Aspiriant
Meet Rob Francais
Barron’s has recognized Aspiriant’s chief executive officer in its Advisor Hall of Fame. The honor reflects Rob’s leadership in creating one of the top, independent…More
Inside Aspiriant
2 Aspiriant Partners Make Forbes Next-Gen List
Ensuring that Aspiriant clients are in good hands for years to come, David Muchow and Myles Rush are listed among the top 250 wealth advisors…More
Inside Aspiriant
Aspiriant Makes FT Top 300 Again
Every year that Financial Times has selected an elite group of Registered Investment Advisors in the U.S., Aspiriant has made the list.More
Inside Aspiriant
Aspiriant a Top Wealth Management Firm in the SF Bay Area
The San Francisco Business Times ranked Aspiriant as one of the largest wealth management firms in the Bay Area.More
Inside Aspiriant
Aspiriant CEO Makes LA500 List
For the second year in a row, Chief Executive Officer Rob Francais was named in the Los Angeles Business Journal's prestigious list of innovators and…More
Inside Aspiriant
Aspiriant Adds 3 New Partners
The latest members of Aspiriant’s ownership group represent the next generation of leaders and advance the firm’s mission to transform the wealth management industry. Learn…More
Inside Aspiriant
Meet Ryan Nelson
Ryan Nelson has moved from San Francisco to Los Angeles to educate and advise family office clients about their investments. Now he’s landed in our…More
Inside Aspiriant
Forbes Ranks Aspiriant Partners Among Best in State
Forbes and Shook Research recognized four Aspiriant partners as standouts in the wealth advisory industry.More
Inside Aspiriant
Recognized for Family Office, Women in Wealth Management
Aspiriant has been shortlisted by the Family Wealth Report Awards for our family office services and commitment to the advancement of women in wealth management.More
Inside Aspiriant
Aspiriant Helps Bay Area Residents with Free Financial Advice
Aspiriant wealth managers provided unbiased financial advice to San Francisco Bay Area residents during the Financial Planning Association’s personal planning events.More
Inside Aspiriant
5 Wealth Managers Join Aspiriant’s Partners Group
As part of Aspiriant’s goal to remain independently owned and operated, we’re happy to announce that five next-gen wealth managers have been named co-owners of…More
Inside Aspiriant
Aspiriant CEO Rob Francais Named a Top Angeleno
Our CEO makes the Los Angeles Business Journal’s prestigious list of influential people in L.A., alongside some famous industry innovators and visionaries.More
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Meet the Authors
John Allen
Chief Investment Officer, Partner
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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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Chase Arima
Research Analyst in Investment Strategy & Research
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Tom Tracy
Former Partner of Aspiriant
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Sandra Conners
Former Partner of Aspiriant
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
