Investment Management

Market Perspective: Volatile Times

October 7, 2022

John Allen
John Allen

Chief Investment Officer, Partner

John joined Aspiriant in 2014 as Chief Investment Officer. As CIO, John is primarily responsible for leading the firm’s overall Investment Strategy & Research Group, broadly consisting of 12 professionals. The group is responsible for asset allocation, portfolio construction, manager selection and risk management. John also chairs the firm’s Investment Committee and serves on a number of other committees. He has over 20 years of experience in investment management, investment banking, corporate finance advisory and business strategy consulting.

Prior to joining the firm, John was a senior member of the client service team at Grantham, Mayo, Van Otterloo (GMO), which manages approximately $80 billion across a wide-range of public equities, fixed income, hedge funds and asset allocation funds. In that role, John had primary responsibility for 80 clients and $6.5 billion in assets under management.

Prior to joining GMO, John was the Head of Investments at a large family office in Los Angeles. There, John had responsibility for managing the firm’s overall investment portfolio as well as its direct investments. Previously, John established his career working in the investment banking department at Donaldson, Lufkin & Jenrette and in the business consulting practice at Stern Stewart & Co. Throughout his career, John has served on the boards of directors of three private companies.

John earned a Bachelor of Science degree with high distinction from the Economics Department at the University of Virginia. He holds the Chartered Financial Analyst® (CFA®) designation and the Chartered Alternative Investment Analyst (CAIA) designation. He is also a member of the CFA Institute and CAIA Association.

John lives in Los Angeles with his family.

Stephen Kawasaki
Stephen Kawasaki

Senior Manager in Investment Strategy & Research, Partner

Stephen brings nearly a decade of investment management experience to his role as a Senior Manager in Investment Strategy & Research. Stephen works with his colleagues from our
Orange County office on asset allocation, investment strategy and manager selection decisions.

Prior to joining Aspiriant in 2016, Stephen was a member of the Investment Committee at Balasa Dinverno Foltz LLC, which manages assets primarily for individuals, families and institutional clients. In addition to investment strategy responsibilities, he provided investment and wealth advisory services to high net worth individuals and families.

Stephen earned a Bachelor of Science degree in Financial Planning with high honors from the University of Illinois, Urbana-Champaign. He holds the Chartered Financial Analyst® (CFA®), Chartered Alternative Investment Analyst (CAIA), and the Certified Financial PlannerTMTM (CFP®) designations. He is also a member of the CFA Institute and CAIA Association.

Stephen lives in Orange County with his family.

Chase Arima
Chase Arima

Research Analyst in Investment Strategy & Research

Chase joined Aspiriant in 2021 as a Research Analyst in the Investment Strategy & Research group. He has approximately five years of experience serving high net worth and institutional clients within the investment management industry. Chase is involved in asset allocation, portfolio construction, investment due diligence and risk management.

Prior to joining Aspiriant, Chase worked at Nuveen focusing on global equities and fixed income investment strategy. He began his career as an analyst in the manager research group of GCM Grosvenor, an alternative asset management firm based in Chicago.

Chase earned a Bachelor of Science in Finance and Information Systems with high honors from the University of Illinois at Urbana-Champaign.

Chase lives in Los Angeles and enjoys hiking, playing golf and traveling in his free time.

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