Diverse and fresh
governance perspectives.

Meet the Aspiriant Board of Directors.

Our People Leadership Partners Advisors Investment Team

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Rob Francais CPA

Chief Executive Officer

Member of Board of Directors

Partner

Ryan P. Benson CFP®, CPA

Director in Wealth Management

Member of Board of Directors

Partner

Marc Castellani CFA®, CAIA, CIMA®

Chair of the Board of Directors

Managing Director in Private Investments

Partner

Helen A. Dietz CFP®

Managing Director in Total Wealth Management

Member of Board of Directors

Partner

Jeanette Gorgas

Independent Director

Member of Board of Directors

Andy Putterman

Independent Director

Member of Board of Directors

Greg Schick CFP®

Director in Wealth Management

Member of Board of Directors

Partner

Values, vision and strategy

Leading an independent and sustainable wealth management firm requires strong oversight and adherence to values, vision and strategy.

Aspiriant’s Board of Directors is comprised of four owner directors, two independent directors and the CEO as ex-officio director. This structure positions the firm to successfully adapt to the transformations and demographic shifts being seen in the industry by bringing a diverse set of perspectives and experience into the board room. All members have extensive experience and track records across a broad range of roles, industries and other board positions that will further support the firm’s mission to transform the wealth management industry.

As firm’s mature, having Board Members who are not involved in the running of the business is a critical next step. We believe governance is another puzzle the independent wealth management industry must solve. Once a firm expands beyond a mom-and-pop business and looks to succeed and scale on behalf of clients and their people, the Board needs to have a broad diversity of experiences and perspectives.

Together, these veteran professionals provide governance that empowers our national firm to provide our clients with service excellence for generations. The group is led by Board Chair Marc Castellani, CFA®, CAIA, CIMA®, partner and managing director in private investments from our Los Angeles office.

Click on their profiles to learn more about the backgrounds that our Board of Directors brings to Aspiriant.

Evolved govenance

Together, these veteran professionals provide governance that empowers our national firm to provide our clients with service excellence for generations. The group is led by Board Chair Karen Blodgett, MBA, CFP^®, partner and director in wealth management from our San Francisco office.

Click on their profiles to learn more about the backgrounds that our Board of Directors brings to Aspiriant.

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Los Angeles

Diverse and fresh governance perspectives.

Meet the Aspiriant Board of Directors.

Rob Francais CPA

Chief Executive Officer

Member of Board of Directors

Partner

Ryan P. Benson CFP®, CPA

Director in Wealth Management

Member of Board of Directors

Partner

Marc Castellani CFA®, CAIA, CIMA®

Chair of the Board of Directors

Managing Director in Private Investments

Partner

Helen A. Dietz CFP®

Managing Director in Total Wealth Management

Member of Board of Directors

Partner

Jeanette Gorgas

Independent Director

Member of Board of Directors

Andy Putterman

Independent Director

Member of Board of Directors

Greg Schick CFP®

Director in Wealth Management

Member of Board of Directors

Partner

Diverse and fresh
governance perspectives.