Investment Team:
Your dedicated brain trust.

Meet the Aspiriant Investment Team.

Our People Leadership Partners Advisors Investment Team

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- Distinguished Alums
- Board of Directors

Locations

John Allen CFA®, CAIA

Chief Investment Officer

Partner

Laura Boucher MBA, CPA

Partner

Senior Manager in Fund Administration

Andrea Boyn

Research Analyst in Investment Strategy & Research

Marc Castellani CFA®, CAIA, CIMA®

Managing Director in Investment Strategy & Research

Member of Board of Directors

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 CFA®, CAIA, CFP®

Partner

Senior Manager in Investment Strategy & Research

Camila Kremer CFA®, CAIA

Partner

Senior Research Analyst in Investment Strategy & Research

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 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. We hope you’ll experience the sensations of steadiness and calm through the work of our diligent team.

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 strives to adhere to the highest fiduciary standard to build and manage portfolios that help meet client’s financial goals over the long-term.

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

Investment Team: Your dedicated brain trust.

Meet the Aspiriant Investment Team.

John Allen CFA®, CAIA

Chief Investment Officer

Partner

Laura Boucher MBA, CPA

Partner

Senior Manager in Fund Administration

Andrea Boyn

Research Analyst in Investment Strategy & Research

Marc Castellani CFA®, CAIA, CIMA®

Managing Director in Investment Strategy & Research

Member of Board of Directors

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 CFA®, CAIA, CFP®

Partner

Senior Manager in Investment Strategy & Research

Camila Kremer CFA®, CAIA

Partner

Senior Research Analyst in Investment Strategy & Research

Ben Schmidt

Director in Aspiriant Funds

Partner

Jason Stujenske

Manager in Fund Administration

Investment Team:
Your dedicated brain trust.