Investment Team: Your dedicated brain trust.

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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Achiraya Chalermsuk CFA®, CAIA, MBA
Research Analyst

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Carl Forster
Director in Investment Advisory, 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 CFP®, CFA®
Senior Research Analyst

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Sam Lee MBA
Director in Investment Advisory, Partner

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Ryan T. Nelson
Manager in Investment Advisory

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Randy Rae CFA, CFP®, MBA
Manager in Investment Strategy & Research

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Ben Schmidt
Director in Aspiriant Funds, Partner

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Jason Stujenske
Associate in Fund Administration

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