Wealth Planning

Market Perspective: What to Expect from the New Tax Legislation

January 2, 2018


Marc Castellani
Marc Castellani

Managing Director in Investment Strategy & Research, Member of Board of Directors, Partner

Marc joined Aspiriant in February of 2015. He has over 25 years of experience in the financial services industry. Marc oversees the firm’s private investment offering (private equity, venture capital, hedge funds and private real estate), and actively works with his colleagues on asset allocation, investment strategy and manager selection. Marc is a member of Aspiriant’s Investment and Client Service Committees.

Prior to joining the firm, Marc worked at the J.P. Morgan Private Bank in Los Angeles in a senior client management role and worked with families and high net worth individuals on portfolio management, tax planning, liability management and wealth transfer strategies. Before moving to Los Angeles in 2009, Marc worked for several years in New York City in the Mergers and Acquisitions departments of J.P. Morgan and Banc of America Securities. In that capacity, Marc advised large multinational clients and privately held, family-owned businesses on a range of strategic alternatives including sales, mergers, acquisitions, divestitures, spin-offs and growth equity financings.

Marc earned his undergraduate degree at Cornell University and his graduate degree in finance at the University of Rochester.

Marc lives in Manhattan Beach with his wife and children.


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