
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
Profile Information
Director - Investment Strategy & Research, Partner
Aspiriant
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Franklin
Tennessee
United States
May 15, 2024
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