Biblical
Stewardship
that grows with
generations.
Our purpose is to simplify the complex
life and improve returns.
Cultivating Your Legacy
We don’t just allocate assets; we cultivate lasting legacies. By blending the precision of investment management, the innovation of private equity, and the personalized care of family office solutions, we create a seamless, tailored strategy that aligns with your family’s values and goals.
With deep roots in investment management, private equity, and family office services, we offer a unique and comprehensive approach to wealth management. Our expertise spans these critical branches, ensuring every aspect of your family’s financial future is thoughtfully and strategically managed.
Our team combines world-class expertise with a purpose-driven mission to grow and protect your wealth for generations to come.
Perpetual Trust
Castellan Group is an independent registered investment advisor (RIA) wholly-owned by a perpetual charitable trust. While most profits are donated to charity, we follow solid business practices as a firm to provide excellent service to our families.
Family Focused
Our comprehensive legacy planning process includes a proven two-day workshop to help families define their values, purpose, and mission. We then develop tailored strategies and a customizable program to prepare the next generation through financial workshops and philanthropy initiatives
Core Values
Grounded in biblical stewardship, our core values of compatibility, humility, continuous learning, accountability, and transparency guide everything we do. These principles shape our relationships, decision-making, and commitment to serving with integrity.
Simplify the Complex Life
Many firms promise visibility of all your assets, but we deliver.
We understand that having a clear, consolidated view of your wealth is crucial for making informed decisions. That’s why we go beyond promises—we ensure your assets are seamlessly integrated into one comprehensive picture, giving you the clarity and control you need. With us, seeing all your assets in one place isn’t just important—it’s guaranteed.
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Our Team
Barry Brauch
Managing Director and Chief Investment Officer
Barry began his career as a CPA at Deloitte & Touche and later held senior finance and CFO roles at Fifth Third Bancorp. He co-founded Castellan in 2018 after leading a successful recapitalization, restructuring, and sale of American Founders Bancorp, delivering significant returns to investors.
Brian Cohoon
Director of Wealth Management
Brian has over 30 years of experience in financial, estate, and trust planning. Before joining Castellan Group, he held senior roles at regional trust companies, launched a financial planning division for a publicly traded bank, and helped establish an independent insurance agency.
Nate Kibby
Vice President – Private Investments
Nate joined Castellan in 2022 after earning his MBA from The University of Chicago Booth School of Business. He focuses on deal sourcing, due diligence, and closing venture capital investments in healthcare technology, with prior experience in investment banking and leveraged loans.
Kevin Storn
Director of Portfolio Management
Kevin is the Director of Portfolio Management at Castellan, overseeing analysis software, automated trading systems, and investment strategies. With a background in engineering, software development, and entrepreneurship, he joined Castellan in 2019.
Ben Davison
Senior Associate – Investment Strategy
Ben is an analyst on Castellan’s public investments team, focusing on quantitative research, strategy development, and data analysis. He has a strong background in financial engineering and modeling and contributes to software projects for database management and derivatives strategies.
John Riney
Senior Associate – Private Investments
John started his career in investment banking before moving into private equity and private credit investing at Falcon Investment Advisors. At Castellan, he focuses on sourcing and evaluating investment opportunities, managing due diligence, and supporting portfolio companies.
Kate Ponder
Director of Client Services
Kate is a seasoned professional with extensive experience in client services, back-office operations, and compliance support. She holds a B.A. in Anthropology from Mount Holyoke College, where she also majored in Mathematics and Biological Sciences while excelling as a Division III lacrosse captain and field hockey player.
Grayson Gladu
Real Estate
Grayson joined Castellan in 2022 after graduating from the Terry College of Business at the University of Georgia. He initially led Castellan’s single-family rental platform before transitioning to PTM Partners/Inception Equities, a Castellan portfolio company, where he focuses on commercial real estate investment strategy and execution. Grayson has deep expertise in capital markets, public securities, and macroeconomics.
Ethan Bednarczyk
Accounting Manager
Ethan joined Castellan in April 2025 and oversees accounting for the firm and its affiliates. Previously, he was a multifamily accountant at a real estate development firm. He holds a B.B.A. in Accounting and an M.B.A. from Eastern Kentucky University.
Our Team
Barry Brauch
President
Barry began his career as a CPA at Deloitte & Touche and later held senior finance and CFO roles at Fifth Third Bancorp. He co-founded Castellan in 2018 after leading a successful recapitalization, restructuring, and sale of American Founders Bancorp, delivering significant returns to investors.
Brian Cahoon
Director of Wealth Management
Brian has over 30 years of experience in financial, estate, and trust planning. Before joining Castellan Group, he held senior roles at regional trust companies, launched a financial planning division for a publicly traded bank, and helped establish an independent insurance agency.
Nate Kibby
VP – Private Investments
Nate joined Castellan in 2022 after earning his MBA from The University of Chicago Booth School of Business. He focuses on deal sourcing, due diligence, and closing venture capital investments in healthcare technology, with prior experience in investment banking and leveraged loans.
Kevin Storn
Director of Portfolio Management
Kevin is the Director of Portfolio Management at Castellan, overseeing analysis software, automated trading systems, and investment strategies. With a background in engineering, software development, and entrepreneurship, he joined Castellan in 2019.
Ben Davison
Senior Associate – Investment Strategy
Ben is an analyst on Castellan’s public investments team, focusing on quantitative research, strategy development, and data analysis. He has a strong background in financial engineering and modeling and contributes to software projects for database management and derivatives strategies.
John Riney
Senior Associate – Private Investments
John started his career in investment banking before moving into private equity and private credit investing at Falcon Investment Advisors. At Castellan, he focuses on sourcing and evaluating investment opportunities, managing due diligence, and supporting portfolio companies.
Kate Ponder
Client Services Director
Kate is a seasoned professional with extensive experience in client services, back-office operations, and compliance support. She holds a B.A. in Anthropology from Mount Holyoke College, where she also majored in Mathematics and Biological Sciences while excelling as a Division III lacrosse captain and field hockey player.
