Investment Team: Your dedicated brain trust.

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

Few independent investment advisors feature an in-house investment team as large as ours, focused exclusively on strategy and research. Our investment team is stacked with strategists, researchers and analysts armed with degrees and decades of experience. The objective is to provide clients with a steady hand of calm across all market cycles by building globally diversified, value-tilted, long-term investment portfolios that help clients meet financial goals over many decades.

Our portfolio management process includes using our Capital Market Expectations (forward rate of return expectations) and assessing macroeconomic factors to determine the appropriate variety of “best of breed” investment managers within client portfolios. We believe that global diversification is the best way to ensure risk management. You’ll experience the diligent work of our team through the final result: a reassuring sensation of steadiness and calm.

The growth of our firm has enabled us to aggregate our client’s assets in order to attract and retain top notch investment talent. The investment team has diversity in perspectives and life experiences that form the way we analyze, conduct research and construct portfolios for our clients.

Our team of investment professionals hold professional designations such as Charted Financial Analyst®, Chartered Alternative Investment Analyst, Certified Investment Management Analyst, Certified Financial Planner™ and Certified Public Accountant. Each and every one of them adheres to the highest fiduciary standard to build and manage portfolios that generate attractive returns over the long-term.

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

John Allen CFA®, CAIA
Chief Investment Officer, Partner

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Laura Boucher MBA, CPA
Manager in Aspiriant Funds

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Marc Castellani CFA®, CAIA, CIMA®
Managing Director in Investment Strategy & Research, Partner

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David Grecsek MBA, CFA®
Managing Director in Investment Strategy & Research, Partner

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Phil J. Kastenholz CPA, CFA®
Director in Investment Strategy & Research, Partner

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Stephen Kawasaki CFA®, CAIA, CFP®
Senior Research Analyst, Partner

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Camila Kremer CFA®, CAIA
Research Analyst

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Ben Schmidt
Director in Aspiriant Funds, Partner

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Jason Stujenske
Senior Associate in Fund Administration

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