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Inside Aspiriant
Aspiriant’s Story: A New Class of Wealth Management Firm
Aspiriant was created in 2008 to fill a wealth management void for individuals and families with growing wealth. Since then, we’ve followed a methodical growth…More
Inside Aspiriant
Aspiriant Women Win Family Wealth Report Award
Aspiriant takes top honor for Women in Wealth Management at the Family Wealth Report Awards 2020.More
Inside Aspiriant
John Petrie Joins Forbes Best-in-State List
Two of our partners in Wisconsin and three in California, including CEO Rob Francais, rank among the top advisors in their service area.More
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
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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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Teresa Greenip
Director 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
Director 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
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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
