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Inside Aspiriant
2023 Recap: Notable Aspiriant TV Appearances and Interviews
Dive into Aspiriant’s standout media moments from 2023. Anticipate more insightful updates and news in the coming year.More
Inside Aspiriant
2023 Recap: Honored to be a Top Rated Independent Wealth Management Firm
Join us in celebrating our 2023 achievements as a top-rated independent wealth management firm. Proud to be Best Private Wealth Manager!More
Wealth Planning
4 Financial Tips for Young Adults
Make the transition into young adulthood more manageable with four helpful financial tips.More
Wealth Planning
How to Choose a Trustee for a Living Trust
Your living trust is the centerpiece of an estate plan, so understanding its role and choosing a trustee to manage it is incredibly important.More
Investment Management
Fourth Quarter 2023 Insight
In the Fourth Quarter 2023 Insight, the investment team discusses the economy and markets.More
Investment Management
Market Perspective: Conflict in the Gaza Strip
We focus on the geopolitical risks stemming from the conflict in Gaza and the impacts on the global economy and financial markets. More
Inside Aspiriant
Aspiriant Honored as Top Rated Wealth Management Firm by Barron’s and Forbes
Aspiriant achieves top honors in wealth management, securing coveted spots on Barron’s and Forbes prestigious 2023 lists.More
Wealth Planning
Protecting Your Children When They’re No Longer “Kids”
Despite the legal classification of your child as an “adult,” and your trust in them, you want to protect them just a little longer—but how?More
Inside Aspiriant
Aspiriant Named Finalist in the 2023 Weathmanagement.com Industry Awards
Aspiriant executives named finalists in 2023 Wealthmanagement.com awards for CEO and CMO of the Year.More
Investment Management
Third Quarter 2023 Insight
Government responses to COVID-19 and its after-effects have been enormous. Given the magnitude of these actions and responses, it's hard to...More
Inside Aspiriant
Two New Leaders Join the Aspiriant Family
Aspiriant is excited to welcome two key leaders whose expertise strengthen the team and expand our ability to service clients in the SoutheastMore
Inside Aspiriant
Aspiriant Launches New Website
Our website is the digital front door to our firm. We welcome you in to experience and get a feel for why we love what we do for our clients.More
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Meet the Authors
Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
Meet the Authors
Teresa Greenip
Senior Manager in Wealth Management, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Jan Vega
Director in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Jason Shemtob
Director in Wealth Management, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
Meet the Authors
John Allen
Chief Investment Officer, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
