Wealth Planning

Second Quarter 2017 Insight

July 31, 2017


John Allen
John Allen

Chief Investment Officer, Partner

John joined Aspiriant in 2013 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.


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Phil J. Kastenholz CFA®, CPA

Director in Investment Strategy & Research, Partner

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