Investment Team:
Your dedicated brain trust.

Meet the Aspiriant Investment Team.

Our People Leadership Partners Advisors Investment Team

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- Distinguished Alums
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John Allen CAIA, CFA

Chief Investment Officer

Partner

Laura Boucher MBA, CPA

Partner

Senior Manager in Fund Administration

Andrea Boyn CFA

Senior Research Analyst in Investment Strategy & Research

Marc Castellani CAIA, CFA, CIMA®

Chair of the Board of Directors

Managing Director in Private Investments

Partner

David Grecsek MBA, CFA

Managing Director in Investment Strategy & Research

Partner

Phil J. Kastenholz CFA, CPA

Director in Investment Strategy & Research

Partner

Stephen Kawasaki CAIA, CFA, CFP®

Director in Investment Strategy & Research

Partner

Ben Schmidt

Director in Aspiriant Funds

Partner

Jason Stujenske

Manager in Fund Administration

Dedicated stewards of capital who strive to generate attractive long-term investment returns to meet client’s financial goals over generations.

Few independent investment advisors feature a dedicated in-house investment team focused exclusively on strategy and research. Our investment team is stacked with strategists, researchers and analysts armed with degrees and decades of experience. Together, we aim to bring you clarity and peace of mind through all types of market conditions — by building investment portfolios that help you protect your legacy and align with your goals, values and vision.

With investment professionals located across the United States, we’re able to build strong relationships with respected institutional asset managers from coast-to coast. Our national presence gives us access to timely insights and helps bring informed, diverse perspectives to manager evaluation and portfolio construction — for clients across the spectrum of wealth and complexity.

You benefit from access to differentiated investment opportunities — thoughtfully sourced through our deep industry network.

The growth of our firm and the scale of our clients’ combined assets under management strengthen our ability to attract and retain top investment talent.

Our team of investment professionals hold professional designations such as Chartered Financial Analyst^®, Chartered Alternative Investment Analyst, Certified Investment Management Analyst, Certified Financial Planner™ and Certified Public Accountant.

But credentials are just one part of the story. We place enormous value on curiosity and continuous learning — because evolving markets require evolving thinking.

We draw on diverse perspectives and life experiences to inform the way we analyze, conduct research and make investment decisions. Every professional on the team is committed to upholding our fiduciary duty and crafting portfolios that reflect your long-term goals and personal preferences.

Click on each investment professional’s profile to learn more about their individual talents and experiences they bring to Aspiriant.

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Distinguished Alums

Our People

Pages

Fathom Blog

Resources

Aspiriant News

Investment Team:
Your dedicated brain trust.

Meet the Aspiriant Investment Team.

John Allen CAIA, CFA

Chief Investment Officer

Partner

Laura Boucher MBA, CPA

Partner

Senior Manager in Fund Administration

Andrea Boyn CFA

Senior Research Analyst in Investment Strategy & Research

Marc Castellani CAIA, CFA, CIMA®

Chair of the Board of Directors

Managing Director in Private Investments

Partner

David Grecsek MBA, CFA

Managing Director in Investment Strategy & Research

Partner

Phil J. Kastenholz CFA, CPA

Director in Investment Strategy & Research

Partner

Stephen Kawasaki CAIA, CFA, CFP®

Director in Investment Strategy & Research

Partner

Ben Schmidt

Director in Aspiriant Funds

Partner

Jason Stujenske

Manager in Fund Administration

Our People

Pages

Fathom Blog

Resources

Aspiriant News

Investment Team: Your dedicated brain trust.

Meet the Aspiriant Investment Team.

John Allen CAIA, CFA

Chief Investment Officer

Partner

Laura Boucher MBA, CPA

Partner

Senior Manager in Fund Administration

Andrea Boyn CFA

Senior Research Analyst in Investment Strategy & Research

Marc Castellani CAIA, CFA, CIMA®

Chair of the Board of Directors

Managing Director in Private Investments

Partner

David Grecsek MBA, CFA

Managing Director in Investment Strategy & Research

Partner

Phil J. Kastenholz CFA, CPA

Director in Investment Strategy & Research

Partner

Stephen Kawasaki CAIA, CFA, CFP®

Director in Investment Strategy & Research

Partner

Ben Schmidt

Director in Aspiriant Funds

Partner

Jason Stujenske

Manager in Fund Administration

Investment Team:
Your dedicated brain trust.