Bob Castellini
Bob Castellini
Executive Leadership Committee
Bob is passionate about guiding individuals, families, and businesses toward confident financial decisions that create lasting impact. After witnessing how poor planning can negatively affect future generations, he recognized the need for thoughtful stewardship and a collaborative approach to wealth management. Through his virtual family office model, Bob and his team work to deliver personalized strategies that offer clarity, security, and long-term opportunity.
He holds the Certified Investment Management Analyst® (CIMA®) designation, a mark of advanced expertise in investment consulting, and earned his MBA from Babson Graduate School of Business after completing his undergraduate degree in political science at Denison University. Beyond his professional work, Bob is deeply involved in his community. He serves on the boards of the Cincinnati Zoo & Botanical Garden, Cincinnati Playhouse in the Park, the Anthony Muñoz Foundation, the Cincinnati Region Business Committee, and the Cincinnati Reds Hall of Fame Museum.
Bob lives in Cincinnati with his wife, Jenn, and their two sons, Luke and Alex. A strong supporter of his hometown, he is also a limited partner in the Cincinnati Reds. Outside of work, he enjoys singing with his sons, downhill and helicopter skiing, horseback riding, and hiking—pursuing each with the same energy and dedication he brings to his clients.
