Aspiriant, LLc

Teresa Greenip is a CFP® professional with four years of industry experience, currently advising clients at Aspiriant, LLC in Los Angeles, CA. She has been with Aspiriant since 2019 and previously worked at Mosaic Financial Partners and iStar. Aspiriant serves high-net-worth individuals, families, professional fiduciaries, corporate executives, business owners, foundations, and institutional clients, providing investment management, wealth planning, family office, and specialty services including accounting and banking. The firm combines proprietary Capital Market Expectations with third-party research to guide asset allocation and portfolio management, and operates affiliated mutual funds alongside offering recommended private investments.

Samantha Park is a financial advisor at Aspiriant, LLC in Los Angeles, CA, holding a Series 65 designation with 16 years of industry experience. She has been with Aspiriant since 2008. Aspiriant advises high-net-worth individuals and families, professional fiduciaries, corporate executives, business owners, foundations, and other institutional clients. The firm provides discretionary and non-discretionary investment management along with wealth planning, family office, and specialty services, including accounting and banking functions.

Ryan Nelson is a financial advisor at Aspiriant, LLC in Los Angeles, CA, holding Series 65 and Series 66 licenses with 10 years of industry experience. He has been with Aspiriant since 2016. Aspiriant serves high-net-worth individuals and families, professional fiduciaries, corporate executives, business owners, foundations, and other institutional clients. The firm provides discretionary and non-discretionary investment management, wealth planning, family office, and specialty services, including accounting and banking functions. Their investment approach integrates firm-developed Capital Market Expectations with third-party research to construct diversified portfolios across various asset types.

Adam Stanley is a CFP® and holds a Series 65 license with 12 years of experience in financial advisory. He has been with Aspiriant LLC since 2012, currently serving as an advisor in their New York office. Aspiriant advises high-net-worth individuals and families, professional fiduciaries, corporate executives, business owners, foundations, and other institutional clients. The firm offers discretionary and non-discretionary investment management along with wealth planning, family office, and specialty services, including accounting and banking functions.

Carl Forster is a financial advisor at Aspiriant, LLC in New York, NY, with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Aspiriant since 2010. Aspiriant serves high-net-worth individuals, families, professional fiduciaries, corporate executives, business owners, foundations, and other institutional clients, providing investment management, wealth planning, family office, and specialty services. The firm uses a combination of proprietary research and third-party analysis to construct and monitor diversified portfolios and operates affiliated mutual funds alongside in-house accounting and banking capabilities.

Gavin Neil is a CFA® charterholder with nine years of experience in the financial advisory industry. He has been with Aspiriant, LLC since 2014, currently serving in Los Angeles, CA. Aspiriant advises high-net-worth individuals and families, professional fiduciaries, corporate executives, business owners, foundations, and other institutional clients. The firm provides discretionary and non-discretionary investment management along with wealth planning, family office, and specialty services, including accounting and banking functions.

Fernando Sanchez is a CFP® professional with two years of industry experience. He has worked at Aspiriant, LLC since 2019 and previously was employed at Wealth Management Lab from 2015 to 2019. Aspiriant advises high-net-worth individuals and families, professional fiduciaries, corporate executives, business owners, foundations, and other institutional clients. The firm provides discretionary and non-discretionary investment management along with wealth planning, family office, and specialty services, including accounting and banking.

Gretchen Hollstein is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC. She previously worked for 20 years at Litman/Gregory Asset Management. Aspiriant advises high-net-worth individuals and families, professional fiduciaries, corporate executives, business owners, foundations, and other institutional clients, offering investment management along with wealth planning, family office, and specialty services including accounting and banking. The firm’s investment approach integrates proprietary Capital Market Expectations with third-party research to construct diversified portfolios and operates affiliated mutual funds while maintaining unique legal and accounting service affiliations.

Karen Blodgett is a CFP® professional with 17 years of industry experience. She has been with Aspiriant, LLC since 2008. Based in Los Angeles, CA, she works at an enterprise firm that serves high-net-worth individuals, families, and institutional clients. Aspiriant provides discretionary and non-discretionary investment management, wealth planning, family office, and specialty services including accounting and banking. The firm combines proprietary Capital Market Expectations with third-party research to construct and monitor diversified portfolios and operates affiliated mutual funds alongside in-house accounting and legal affiliations.

Cliff Loh is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Aspiriant, LLC since 2017 and previously at Stanford Investment Group, Inc. from 2015 to 2017. Cliff is based in Los Angeles, CA. Aspiriant advises high-net-worth individuals and families, professional fiduciaries, corporate executives, business owners, foundations, and other institutional clients. The firm provides discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services, including in-house accounting and banking capabilities.

Pratibha Yadav is a financial advisor at Aspiriant, LLC in San Francisco, holding a Series 65 credential with two years of industry experience. Her prior work includes roles at Sage Publications and CLSA Ltd, as well as time spent at the London School of Economics. Aspiriant serves high-net-worth individuals, families, professional fiduciaries, and institutional clients by providing discretionary and non-discretionary investment management along with wealth planning, family office, and specialty services including accounting and banking. The firm integrates proprietary Capital Market Expectations with third-party research to manage diversified portfolios and operates affiliated mutual funds alongside unique client service features such as formal legal affiliations and in-house accounting capabilities.

Ryan Benson is a CFP® professional with nine years of experience in financial advising. He has been with Aspiriant, LLC since 2016, currently serving clients from their Irvine, CA office. Aspiriant advises high-net-worth individuals and families, professional fiduciaries, corporate executives, business owners, foundations, and other institutional clients. The firm provides investment management and comprehensive wealth planning services, including family office support with accounting and banking capabilities.

Matthew Sharp is a CFP® professional with five years of experience in financial advising, currently with Aspiriant, LLC in Los Angeles. His entire advisory career has been with Aspiriant, where he has held multiple roles since 2017. Aspiriant serves high-net-worth individuals and families, professional fiduciaries, corporate executives, business owners, foundations, and institutional clients by providing investment management, wealth planning, family office, and specialty services including accounting and banking. The firm’s investment approach integrates proprietary Capital Market Expectations with third-party research to manage diversified portfolios across various asset classes and operates affiliated mutual funds with unique client and ownership structures.

Michael Wu is a CFA® charterholder with eight years of industry experience. He currently works at Aspiriant, LLC and has held prior roles at Suntrust Advisory Services, Suntrust Bank, GenSpring, and Wilmington Trust. Aspiriant advises high-net-worth individuals and families, professional fiduciaries, corporate executives, business owners, foundations, and other institutional clients. The firm provides investment management, wealth planning, family office, and specialty services, including accounting and banking, and employs a research-driven investment process that incorporates both proprietary and third-party analysis.

Stephen Kawasaki is a financial advisor at Aspiriant, LLC in Los Angeles, CA, holding the CFP®, CFA®, and Series 65 designations with four years of industry experience. He previously worked at Balasa Dinverno Foltz LLC for four years before joining Aspiriant, where he has been since 2016. Aspiriant advises high-net-worth individuals, families, professional fiduciaries, corporate executives, business owners, foundations, and other institutional clients. The firm provides discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services, including accounting and banking, and employs a comprehensive investment process that integrates proprietary and third-party research.