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.

David Grecsek is a CFA® charterholder with 11 years of industry experience. He has been with Aspiriant, LLC since 2011. Based in New York, NY, he holds Series 63 and Series 65 licenses. 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 alongside wealth planning, family office, and specialty services, including accounting and banking. Its investment process integrates proprietary Capital Market Expectations with third-party research to construct diversified portfolios and manage affiliated mutual funds.

Emilio Alix Brantley is a financial advisor at Aspiriant, LLC in New York, NY, holding a Series 66 designation with five years of industry experience. He previously worked at Goldman Sachs & Co. from 2016 to 2019 and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. 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. The firm employs a combination of proprietary Capital Market Expectations and third-party research to guide portfolio construction and management, and it operates affiliated mutual funds alongside in-house accounting and banking capabilities.

Anna Van Pilsum Johnson is a CFP® professional at Aspiriant, LLC with one year of industry experience. Prior to joining Aspiriant, she worked at Forage Kitchen, The Gap, and Lunds & Byerlys. 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 along with wealth planning, family office, and specialty services, including accounting and banking functions.

Michael Weissman is a CFP® and holds a Series 65 license with 23 years of industry experience. He has been with Aspiriant, LLC since 2012, currently serving as an advisor at the firm’s New York office. 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.

Lisa Colletti is a CFP® and holds a Series 65 license with 16 years of industry experience. She has been with Aspiriant LLC since 2015, currently working at their New York, NY office. 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 along with wealth planning, family office, and specialty services that include accounting and banking functions.