Investment Management

Investment Spotlight: What Happened to My Bonds?

April 25, 2022


Phil J. Kastenholz
Phil J. Kastenholz

Director in Investment Strategy & Research, Partner

Phil joined Aspiriant as a Principal in 2010 as a result of the acquisition of Deloitte Investment Advisors. Phil has served as a member of the Investment Committee for Deloitte and Aspiriant. He has been providing high net worth individuals and families’ investment and wealth advisory services since 1999. Phil brings broad experience to client relationships including investment portfolio design, income tax consulting, and charitable and family wealth transfer planning.

Prior to joining Aspiriant, Phil worked at Deloitte Investment Advisors as a Senior Manager for the Milwaukee office since 2002. His career began in 1999 at the accounting firm Arthur Andersen LLP.

Phil received a Bachelor’s degree in accounting from Marquette University in 1999. He is a Certified Public Accountant (CPA), Chartered Financial Analyst (CFA) charterholder, and a Certified Financial PlannerTM professional (CFP®). He is a member of the AICPA and CFA Institute.

Phil and his wife, Bree, live in Franklin, WI with their three children. In his free time, he enjoys reading, coaching soccer, and spending time with his family. Phil and his family are members of St. Alphonsus Parish in Greendale. Phil serves on the Board of Directors and finance committee of the Milwaukee Kickers Soccer Club.


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