CoverProfile

Phil Kastenholz

Director - Investment Strategy & Research, Partner

Aspiriant

United States, Tennessee, Franklin

About Me

Phil joined Aspiriant as a Principal in 2010 as a result of the acquisition of Deloitte Investment Advisors. Phil has served as a member of the Investment Committee for Deloitte and Aspiriant. He has been providing high net worth individuals and families’ investment and wealth advisory services since 1999. Phil brings broad experience to client relationships including investment portfolio design, income tax consulting, and charitable and family wealth transfer planning. Prior to joining Aspiriant, Phil worked at Deloitte Investment Advisors as a Senior Manager for the Milwaukee office since 2002. His career began in 1999 at the accounting firm Arthur Andersen LLP. Phil received a Bachelor’s
View more

Profile Information

Director - Investment Strategy & Research, Partner

Aspiriant

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Franklin

Tennessee

United States

May 15, 2024

More profiles to browse

Profile Photo
John Allen
Chief Investment Officer
Profile Photo
Rob Francais
Chief Executive Officer, Partner
Profile Photo
David Grecsek
Managing Director in Investment Strategy & Research, Partner
AH
Andy Hamilton
Director - Wealth Management, Partner

You Might Like

DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
DH
Dennis Hanson
Principal
Jamison Hanson
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services