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Inside Aspiriant
7 Aspiriant Leaders Become Partners of the Firm
Aspiriant selects seven employees serving in a wide range of critical roles to help sustain our long-term commitment to clients. Find out who they are.More
Investment Management
Second Quarter 2022 Insight
While today's economic, market and geopolitical environments are fraught with risk, we see opportunity for skilled investors to take the spotlight. Learn about the monetary…More
Protecting Seniors
How Common is Elder Abuse?
Elder abuse is a common issue affecting many people and their families. Take a proactive approach to prevent abuse and identify these signs.More
Wealth Planning
Financial Wellness for Women: A 7-Step Guide
Women tend to ensure their family’s basic financial and other needs are taken care of before their own. It often comes with managing a household…More
Protecting Seniors
5 Tips to Protect Your Bank Accounts from Fraud
You may worry about your bank account being vulnerable to fraud. These safety practices can help prevent your bank account from being hacked.More
Inside Aspiriant
Aspiriant CEO Makes Forbes Best-in-State List
CEO Rob Francais and 10 other Aspiriant partners are considered to be some of the top wealth advisors in the country. See what sets them…More
Uncategorized
Investment Spotlight: What Happened to My Bonds?
Thanks to sticky inflation and a rising-rate environment, U.S. bonds had their worst quarterly performance in over 40 years. But higher yields can also help…More
Protecting Seniors
Protect Against Financial Scams with 5 Tips
There are safeguards that you can implement to ensure your elderly loved one doesn’t fall for a financial scam. Look at these 5 tips.More
Wealth Planning
A Woman’s Financial Guide to Successful Career Transitions
Women going through career transitions have plenty to think about. A solid financial plan can ease the burden. Learn about stock compensation, 10b5-1 plans and…More
Protecting Seniors
Designate Trusted Contacts to Prevent Financial Abuse
A way to protect yourself against cybercrime and financial scams is to identify people whom you trust for your personal or financial matters.More
Inside Aspiriant
Aspiriant Wins Award for Diversity, Equity & Inclusion
Recognizing our concerted efforts to strengthen diversity within the firm and the wealth management industry to benefit all types of clients, Private Asset Management honored…More
Wealth Planning
Financial Tips for the Self-Employed
If the next chapter of your life includes serving on boards, consulting or otherwise being self-employed, find out what you need to be thinking of…More
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Meet the Authors
John Allen
Chief Investment Officer, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Jason Shemtob
Director in Wealth Management, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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Teresa Greenip
Senior Manager in Wealth Management, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, 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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Lina Sanchez
Senior Manager in Wealth Management, Partner
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Jan Vega
Director in Wealth Management, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
