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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
Wealth Planning
The Road to Financial Wellness
Practical tips from two working moms Empowering women is near and dear to our hearts, as we are both passionate about the topic. to help…More
Inside Aspiriant
Aspiriant Presents: The New Partner Class 2023
Eight employees become new partners of Aspiriant. This new class represents client service, the investment team, and leadership.More
Investment Management
Market Perspective: Regional Bank Update
Our team summarizes the recent bank failures and offers a perspective on the current state and a potential hurdle for regional banks.More
Wealth Planning
Putting the Joy Back into Philanthropic Giving
Tax season is a great time to review, and potentially make changes to, your annual charitable donations. If you’ve lost some of the joy of…More
Wealth Planning
The IRS provides taxpayer relief for victims of weather disasters in certain CA, GA, and AL counties
The IRS is offering tax extensions for certain counties impacted by the severe storms. Residents of identified counties in California, Georgia or Alabama, may be…More
Investment Management
Market Perspective: A Deeper Look at Bear Market Rallies
A deep dive into bear market rallies, periods in which financial assets temporarily rebound during a severe and longer-term pullback...More
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Meet the Authors
Nayan Lapsiwala
Director in Wealth Management, Partner
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John Allen
Chief Investment Officer, Partner
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Jan Vega
Director in Wealth Management, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Jason Shemtob
Director in Wealth Management, Partner
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Lina Sanchez
Senior Manager 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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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Teresa Greenip
Senior Manager in Wealth Management, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
