A-Z Directory
![Joseph R. Abbott, CFA](/Uploads/Images/Employees/Formal/jabbott75017.jpg)
Joseph R. Abbott, CFA
Senior Research Analyst
Asset Management, Research, Cincinnati - West
![Julie S. Ackerman](/Uploads/Images/Employees/Formal/ackerman-1.jpg)
Julie S. Ackerman
Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood
![Tara N. Adams, CTFA](/Uploads/Images/Employees/Formal/tadams65443.jpg)
Tara N. Adams, CTFA
Vice President of Trust Services, Senior Trust Officer, Principal
Management Team, Family Office Services, Trust Company, Cincinnati - Kenwood
![Bryan Andress, CFA](/Uploads/Images/Employees/Formal/andress.jpg)
Bryan Andress, CFA
Senior Research Analyst, Principal
Asset Management, Research, Cincinnati - West
![Eric J. Bachus, CFA](/Uploads/Images/Employees/Formal/bachus.jpg)
Eric J. Bachus, CFA
Portfolio Manager
Family Office Services, Cincinnati - Kenwood
![Michael D. Barnes, Esq., CTFA](/Uploads/Images/Employees/Formal/barnes.jpg)
Michael D. Barnes, Esq., CTFA
President of Trust Company, Principal
Management Team, Family Office Services, Trust Company, Charitable Services, Cincinnati - Kenwood
![Daniel A. Barnett, CFA](/Uploads/Images/Employees/Formal/barnett_new.jpg)
Daniel A. Barnett, CFA
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
![Joshua B. Basinger, Esq., CTFA](/Uploads/Images/Employees/Formal/jbasinger70945.jpg)
Joshua B. Basinger, Esq., CTFA
Manager of Trust Services, Senior Trust Officer
Management Team, Trust Company, Cincinnati - West
![Danielle O. Batchelder](/Uploads/Images/Employees/Formal/batchelder.jpg)
Danielle O. Batchelder
Senior Trust Associate
Trust Company, Cincinnati - Kenwood
![Karen M. Bauer](/Uploads/Images/Employees/Formal/bauer.jpg)
Karen M. Bauer
Client Support Assistant
Family Office Services, Cincinnati - Kenwood
![Zack E. Berohn](/Uploads/Images/Employees/Formal/berohn.jpg)
Zack E. Berohn
Equity Research Associate
Research, Cincinnati - West
![Alex J. Bey, CFA](/Uploads/Images/Employees/Formal/bey.jpg)
Alex J. Bey, CFA
Client Portfolio Specialist
Asset Management, Cincinnati - West
![Scott J. Bischoff, IACCP®](/Uploads/Images/Employees/Formal/bischoff.jpg)
Scott J. Bischoff, IACCP®
Chief Compliance Officer, Principal
Management Team, Compliance, Cincinnati - West
![Lesa R. Bishop](/Uploads/Images/Employees/Formal/lbishop44754.jpg)
Lesa R. Bishop
Client Support Assistant & Office Coordinator
Wealth Management Services, Columbus
![Christian J. Brandetsas, CFP®](/Uploads/Images/Employees/Formal/cbrandetsas71611.jpg)
Christian J. Brandetsas, CFP®
Portfolio Manager
Wealth Management Services, Cleveland - Akron
![Fred A. Brink, CFA, CFP®](/Uploads/Images/Employees/Formal/brink.jpg)
Fred A. Brink, CFA, CFP®
President of Johnson Asset Management, Principal
Executive Leadership, Management Team, Asset Management, Cincinnati - West
![Diane K. Buchanan](/Uploads/Images/Employees/Formal/Buchanan.jpg)
Diane K. Buchanan
Front Desk Associate
Human Resources, Cincinnati - West
![Simon T. Buchman, CFP®](/Uploads/Images/Employees/Formal/buchman.jpg)
Simon T. Buchman, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
![Mary P. Burns, Esq.](/Uploads/Images/Employees/Formal/mburns40136.jpg)
Mary P. Burns, Esq.
Vice President of Estate Planning, Senior Trust Counsel, Principal
Management Team, Trust Company, Cincinnati - West
![Alethea Teh Busken, Esq.](/Uploads/Images/Employees/Formal/busken.jpg)
Alethea Teh Busken, Esq.
Trust Counsel
Trust Company, Cincinnati - West
![Brian A. Butt, CFA](/Uploads/Images/Employees/Formal/bbutt49647.jpg)
Brian A. Butt, CFA
Managing Director, Principal
Management Team, Wealth Management Services, Cincinnati - Kenwood
![Karen S. Byrd](/Uploads/Images/Employees/Formal/byrd.jpg)
Karen S. Byrd
Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood
![Joseph P. Carlo, CFP®](/Uploads/Images/Employees/Formal/jcarlo75009.jpg)
Joseph P. Carlo, CFP®
Associate Portfolio Manager
Wealth Management Services, Cincinnati - Kenwood
![Tina A. Carpenter](/Uploads/Images/Employees/Formal/lowry.jpg)
Tina A. Carpenter
Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood
![David A. Christian, CFA, CFP®](/Uploads/Images/Employees/Formal/christian.jpg)
David A. Christian, CFA, CFP®
Portfolio Manager
Family Office Services, Cincinnati - Kenwood
![Courtney E. Clouse, Esq., CTFA](/Uploads/Images/Employees/Formal/clouse.jpg)
Courtney E. Clouse, Esq., CTFA
Trust Officer
Trust Company, Cincinnati - West
![Kimberly Coleman](/Uploads/Images/Employees/Formal/coleman.jpg)
Kimberly Coleman
Trust Counsel Assistant
Trust Company, Cincinnati - West
![Emilia J. Connor-Brady, CFA, CAIA](/Uploads/Images/Employees/Formal/connor.jpg)
Emilia J. Connor-Brady, CFA, CAIA
Credit Analyst
Asset Management, Research, Cincinnati - West
![Cooper T. Crawford](/Uploads/Images/Employees/Formal/Crawford.jpg)
Cooper T. Crawford
Portfolio Manager Assistant
Wealth Management Services, Columbus
![Amy K. Cumbow](/Uploads/Images/Employees/Formal/acumbow72178.jpg)
Amy K. Cumbow
Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood
![Carrie A. Cupito](/Uploads/Images/Employees/Formal/cdunfee74211.jpg)
Carrie A. Cupito
Senior Operations Associate
Operations, Cincinnati - West
![Brandon T. Davidson](/Uploads/Images/Employees/Formal/Davidson.jpg)
Brandon T. Davidson
Portfolio Manager Assistant
Wealth Management Services, Cleveland - Akron
![Danielle R. DePew, SHRM-CP®](/Uploads/Images/Employees/Formal/depew.jpg)
Danielle R. DePew, SHRM-CP®
Human Resources Specialist
Human Resources, Cincinnati - West
![Rebecca J. Desch](/Uploads/Images/Employees/Formal/desch.jpg)
Rebecca J. Desch
Creative Marketing Manager
Marketing, Cincinnati - West
![Gretchen F. DeVries](/Uploads/Images/Employees/Formal/DeVries.jpg)
Gretchen F. DeVries
Client Support Assistant
Wealth Management Services, Columbus
![Ryan W. Easter, PMP®](/Uploads/Images/Employees/Formal/easter_.jpg)
Ryan W. Easter, PMP®
Chief Operating Officer, Principal
Management Team, Information Systems, Operations, Cincinnati - West
![Donald R. W. Ennis, CFP®](/Uploads/Images/Employees/Formal/ennis.jpg)
Donald R. W. Ennis, CFP®
Portfolio Manager Assistant
Wealth Management Services, Cincinnati - Kenwood
![Andrea L. Ernst, CFP®](/Uploads/Images/Employees/Formal/ernst_a.jpg)
Andrea L. Ernst, CFP®
Portfolio Manager
Wealth Management Services, Cincinnati - Kenwood
![Sodora L. Ernst](/Uploads/Images/Employees/Formal/ernst_new.jpg)
Sodora L. Ernst
Operations Associate
Operations, Cincinnati - West
![Melissa R. Evans](/Uploads/Images/Employees/Formal/evans.jpg)
Melissa R. Evans
Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood
![Jason M. Farler, CFA](/Uploads/Images/Employees/Formal/farler.jpg)
Jason M. Farler, CFA
Senior Managing Director of Johnson Family Office Services, Principal
Management Team, Family Office Services, Cincinnati - Kenwood
![Jacob M. Farwick](/Uploads/Images/Employees/Formal/farwick.jpg)
Jacob M. Farwick
Portfolio Manager Assistant
Wealth Management Services, Dayton
![Marc E. Figgins](/Uploads/Images/Employees/Formal/mfiggins23784.jpg)
Marc E. Figgins
Director of Fund Services
Asset Management, Mutual Funds, Cincinnati - West
![Emily M. Fox, CAIA](/Uploads/Images/Employees/Formal/fox.jpg)
Emily M. Fox, CAIA
Senior Director of Institutional Business Development
Asset Management, Chicago
![T. Patrick Foy, CFP®](/Uploads/Images/Employees/Formal/foy.jpg)
T. Patrick Foy, CFP®
Associate Portfolio Manager
Wealth Management Services, Columbus
![Katie E. Galbraith](/Uploads/Images/Employees/Formal/kgalbraith28467.jpg)
Katie E. Galbraith
Operations Manager
Operations, Cincinnati - West
![Trinity M. Garrett, CTFA](/Uploads/Images/Employees/Formal/tgarrett49265.jpg)
Trinity M. Garrett, CTFA
Trust Officer
Trust Company, Cincinnati - Kenwood
![Timothy C. Gehner, CFA, CFP®](/Uploads/Images/Employees/Formal/tgehner8542.jpg)
Timothy C. Gehner, CFA, CFP®
Senior Managing Director of Wealth Management Services, Principal
Management Team, Wealth Management Services, Cincinnati - Kenwood
![Christopher H. Godby, CFA](/Uploads/Images/Employees/Formal/godby.jpg)
Christopher H. Godby, CFA
Senior Research Analyst
Asset Management, Research, Cincinnati - West
![Christopher J. Gray](/Uploads/Images/Employees/Formal/Gray.jpg)
Christopher J. Gray
Equity Research Associate
Research, Cincinnati - West
![Ann B. Grimaldi](/Uploads/Images/Employees/Formal/grimaldi.jpg)
Ann B. Grimaldi
Operations Associate
Operations, Cincinnati - West
![Daniel P. Gusty, CFP®, CEPA® , CPA (Inactive)](/Uploads/Images/Employees/Formal/dgusty58697.jpg)
Daniel P. Gusty, CFP®, CEPA® , CPA (Inactive)
Managing Director of Central Ohio Market, Principal
Management Team, Wealth Management Services, Family Office Services, Columbus
![Jennifer R. Hanselman](/Uploads/Images/Employees/Formal/hanselman-new.jpg)
Jennifer R. Hanselman
Client Support Assistant
Wealth Management Services, Dayton
![Anita L. Harney](/Uploads/Images/Employees/Formal/harney.jpg)
Anita L. Harney
Human Resource Administrator
Human Resources, Cincinnati - West
![Justin M. Hauser](/Uploads/Images/Employees/Formal/default_user.jpg)
Justin M. Hauser
Equity Research Associate
Asset Management, Cincinnati - West
![Joseph A. Henderson, CLU®, CFP®](/Uploads/Images/Employees/Formal/henderson.jpg)
Joseph A. Henderson, CLU®, CFP®
Director of Southeastern Michigan Market, Portfolio Manager
Wealth Management Services, Metro Detroit
![Sandy F. Himmelsbach, CFP®, ChSNC®](/Uploads/Images/Employees/Formal/himmelsbach.jpg)
Sandy F. Himmelsbach, CFP®, ChSNC®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
![Jamie L. Horn](/Uploads/Images/Employees/Formal/horn.jpg)
Jamie L. Horn
Director of Marketing, Shareholder/Principal
Management Team, Marketing, Cincinnati - West
![Steve Horn](/Uploads/Images/Employees/Formal/horn_s.jpg)
Steve Horn
Facilities & Office Services
Human Resources, Cincinnati - West
![Jason O. Jackman, CFA](/Uploads/Images/Employees/Formal/jackman.jpg)
Jason O. Jackman, CFA
Chief Executive Officer, Principal
Executive Leadership, Management Team, Asset Management, Cincinnati - West
![Ashley N. Jenkins](/Uploads/Images/Employees/Formal/Jenkina.jpg)
Ashley N. Jenkins
Digital Marketing Associate
Marketing, Cincinnati - West
![Dalena M. Johnson](/Uploads/Images/Employees/Formal/johnson_d.jpg)
Dalena M. Johnson
Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood
![Timothy E. Johnson, Ph.D.](/Uploads/Images/Employees/Formal/tjohnson8548.jpg)
Timothy E. Johnson, Ph.D.
Founder
Cincinnati - West
![Michael S. Jordan, CFA, CFP®](/Uploads/Images/Employees/Formal/jordan.jpg)
Michael S. Jordan, CFA, CFP®
Managing Director, Principal
Management Team, Family Office Services, Cincinnati - Kenwood
![William E. Jung, CFA](/Uploads/Images/Employees/Formal/wjung8550.jpg)
William E. Jung, CFA
Senior Research Analyst, Principal
Asset Management, Research, Cincinnati - West
![Zachary A. Kaufman](/Uploads/Images/Employees/Formal/kaufman.jpg)
Zachary A. Kaufman
Senior Systems Analyst
Information Systems, Cincinnati - West
![Michele M. Kaye](/Uploads/Images/Employees/Formal/mkaye75475.jpg)
Michele M. Kaye
Client Support Assistant & Office Coordinator
Wealth Management Services, Cleveland - Akron
![Jennifer J. Kelhoffer](/Uploads/Images/Employees/Formal/kelhoffer.jpg)
Jennifer J. Kelhoffer
Fund Administration & Compliance Associate
Asset Management, Compliance, Cincinnati - West
![Emma K. Kellerman](/Uploads/Images/Employees/Formal/kellerman.jpg)
Emma K. Kellerman
Portfolio Manager Assistant
Wealth Management Services, Cincinnati - Kenwood
![Maxwell D. Klett, CFP®](/Uploads/Images/Employees/Formal/Klett.jpg)
Maxwell D. Klett, CFP®
Associate Portfolio Manager
Wealth Management Services, Cincinnati - Kenwood
![M. Deneé Kochersperger](/Uploads/Images/Employees/Formal/kochersperger._newjpg.jpg)
M. Deneé Kochersperger
Portfolio Manager Assistant
Wealth Management Services, Dayton
![Patricia L. Kohlmorgen](/Uploads/Images/Employees/Formal/kohlmorgen.jpg)
Patricia L. Kohlmorgen
Trust Compliance & Operations Associate
Trust Company, Cincinnati - West
![Andrew M. Kucia, CFP®](/Uploads/Images/Employees/Formal/kucia.jpg)
Andrew M. Kucia, CFP®
Portfolio Manager
Wealth Management Services, Cincinnati - Kenwood
![Anthony C. Kure, CFP®](/Uploads/Images/Employees/Formal/akure71570.jpg)
Anthony C. Kure, CFP®
Managing Director of Northeastern Ohio Market, Senior Portfolio Manager, Principal
Management Team, Wealth Management Services, Cleveland - Akron
![Brian T. Kute, CFA](/Uploads/Images/Employees/Formal/kute.jpg)
Brian T. Kute, CFA
Managing Director of Research & Senior Portfolio Manager, Principal
Management Team, Asset Management, Research, Cincinnati - West
![Roberta Williams Laker](/Uploads/Images/Employees/Formal/rlaker45285.jpg)
Roberta Williams Laker
Office Services Coordinator
Human Resources, Cincinnati - Kenwood
![Michael C. Leisring, CFA](/Uploads/Images/Employees/Formal/mleisring8555.jpg)
Michael C. Leisring, CFA
Chief Investment Officer-Fixed Income, Portfolio Manager, Principal
Asset Management, Cincinnati - West
![Jack T. Lemmel](/Uploads/Images/Employees/Formal/Lemmel.jpg)
Jack T. Lemmel
Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
![Maria L. Leonhardt](/Uploads/Images/Employees/Formal/leonhardt.jpg)
Maria L. Leonhardt
Client Support Assistant
Family Office Services, Cincinnati - Kenwood
![Jarett T. Levitsky, CFP®](/Uploads/Images/Employees/Formal/levitsky.jpg)
Jarett T. Levitsky, CFP®
Senior Managing Director of Wealth Management Services, Principal
Executive Leadership, Management Team, Wealth Management Services, Cincinnati - Kenwood
![April C. Leygraaf](/Uploads/Images/Employees/Formal/leygraaf.jpg)
April C. Leygraaf
Systems Analyst
Information Systems, Cincinnati - West
![Steven J. Linder, CCP®](/Uploads/Images/Employees/Formal/linder.jpg)
Steven J. Linder, CCP®
Senior Managing Director of Human Resources, Principal
Management Team, Human Resources, Cincinnati - West
![Holden M. Lipke](/Uploads/Images/Employees/Formal/lipke.jpg)
Holden M. Lipke
Portfolio Manager Assistant
Asset Management, Cincinnati - West
![Joshua S. Lloyd](/Uploads/Images/Employees/Formal/lloyd.jpg)
Joshua S. Lloyd
Operations Trading Associate
Operations, Cleveland - Akron
![Elyse D. Luecke](/Uploads/Images/Employees/Formal/luecke.jpg)
Elyse D. Luecke
Business Development Assistant
Asset Management, Cincinnati - West
![Evette Maddox, SHRM-CP®](/Uploads/Images/Employees/Formal/emaddox71309.jpg)
Evette Maddox, SHRM-CP®
Human Resources Manager
Management Team, Human Resources, Cincinnati - West
![Chad R. Maggard, CFA](/Uploads/Images/Employees/Formal/maggard.jpg)
Chad R. Maggard, CFA
Managing Director, Principal
Management Team, Family Office Services, Cincinnati - Kenwood
![Kathleen H. Mahdasian](/Uploads/Images/Employees/Formal/kmahdasian75941.jpg)
Kathleen H. Mahdasian
Regional Marketing Manager
Marketing, Columbus
![Lindsay J. Marinkov (m. Keith), CTFA](/Uploads/Images/Employees/Formal/lkeith75476.jpg)
Lindsay J. Marinkov (m. Keith), CTFA
Senior Trust Officer
Trust Company, Cleveland - Akron
![Lori A. Marshall](/Uploads/Images/Employees/Formal/marshall - Copy.jpg)
Lori A. Marshall
Facilities/Office Manager
Human Resources, Cincinnati - West
![R. Ryan Martin, CFA](/Uploads/Images/Employees/Formal/rmartin67026.jpg)
R. Ryan Martin, CFA
Portfolio Manager, Principal
Asset Management, Research, Cincinnati - West
![Laura R. Mattern, CFA, CFP®](/Uploads/Images/Employees/Formal/lmattern75635.jpg)
Laura R. Mattern, CFA, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
![Jonathan M. McEvoy, CFP®, AIF®](/Uploads/Images/Employees/Formal/mcevoy.jpg)
Jonathan M. McEvoy, CFP®, AIF®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
![Michelle L. McGinnis](/Uploads/Images/Employees/Formal/mcginnis.jpg)
Michelle L. McGinnis
Client Support Assistant
Asset Management, Cincinnati - West
![Carolyn J. Moeller](/Uploads/Images/Employees/Formal/cmoeller74729.jpg)
Carolyn J. Moeller
Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood
![Maxwell T. Monk, CFA](/Uploads/Images/Employees/Formal/monk.jpg)
Maxwell T. Monk, CFA
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
![Dean A. Moulas, CFA](/Uploads/Images/Employees/Formal/dmoulas23825.jpg)
Dean A. Moulas, CFA
Managing Director, Principal
Family Office Services, Cincinnati - Kenwood
![Michael C. Murphy, CFP®](/Uploads/Images/Employees/Formal/Murphy.jpg)
Michael C. Murphy, CFP®
Director of Intermediaries & Client Service
Asset Management, Nashville
![Nathan D. Nichols](/Uploads/Images/Employees/Formal/nichols.jpg)
Nathan D. Nichols
Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
![Tori D. O'Leary](/Uploads/Images/Employees/Formal/oleary.jpg)
Tori D. O'Leary
Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood
![Lisa R. Oliverio, CPA](/Uploads/Images/Employees/Formal/loliverio51050.jpg)
Lisa R. Oliverio, CPA
Director of Finance, Principal
Management Team, Corporate Finance, Cincinnati - West
![Erica M.L. Osborn, MFE](/Uploads/Images/Employees/Formal/osborn.jpg)
Erica M.L. Osborn, MFE
Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
![Margaret J. Palmer](/Uploads/Images/Employees/Formal/palmer.jpg)
Margaret J. Palmer
Senior Institutional Account Administrator
Asset Management, Cincinnati - West
![Tina M. Panzeca](/Uploads/Images/Employees/Formal/tpanzeca47464.jpg)
Tina M. Panzeca
Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood
![Bret H. Parrish, CFA](/Uploads/Images/Employees/Formal/bparrish8569.jpg)
Bret H. Parrish, CFA
President of Private Client Group, Principal
Executive Leadership, Management Team, Wealth Management Services, Family Office Services, Cincinnati - Kenwood
![Landon J. Peterson](/Uploads/Images/Employees/Formal/peterson.jpg)
Landon J. Peterson
Portfolio Analyst
Asset Management, Cincinnati - West
![Zachary J. Pierson, CFP®](/Uploads/Images/Employees/Formal/pierson.jpg)
Zachary J. Pierson, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
![Brandon R. Plumb, CFA, CFP®](/Uploads/Images/Employees/Formal/plumb.jpg)
Brandon R. Plumb, CFA, CFP®
Associate Portfolio Manager
Wealth Management Services, Cleveland - Akron
![Michael P. Prebles, MBA](/Uploads/Images/Employees/Formal/Prebles.jpg)
Michael P. Prebles, MBA
Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
![Celeste M. Pugh](/Uploads/Images/Employees/Formal/Pugh.jpg)
Celeste M. Pugh
Corporate Operations Associate
Corporate Finance, Cincinnati - West
![Leah B. Quortrup, CTFA](/Uploads/Images/Employees/Formal/quortrup.jpg)
Leah B. Quortrup, CTFA
Trust Officer
Family Office Services, Trust Company, Cincinnati - Kenwood
![Joseph K. Radigan, CFP®](/Uploads/Images/Employees/Formal/jradigan71571.jpg)
Joseph K. Radigan, CFP®
Director of Northeastern Ohio Market, Senior Portfolio Manager, Principal
Wealth Management Services, Cleveland - Akron
![Antonio R. Ramsey](/Uploads/Images/Employees/Formal/ramsey.jpg)
Antonio R. Ramsey
Portfolio Manager Assistant
Wealth Management Services, Cincinnati - Kenwood
![Lia V. Reece, CFP®](/Uploads/Images/Employees/Formal/lvissing71493.jpg)
Lia V. Reece, CFP®
Portfolio Manager Assistant
Wealth Management Services, Cincinnati - Kenwood
![Kristen S. Rettig <small>(m. Curtiss)</small>, CFA](/Uploads/Images/Employees/Formal/curtiss.jpg)
Kristen S. Rettig (m. Curtiss), CFA
Research Analyst
Asset Management, Research, Cincinnati - West
![Michelle L. Richard](/Uploads/Images/Employees/Formal/mrichard52157.jpg)
Michelle L. Richard
Client Support Assistant & Office Coordinator
Wealth Management Services, Dayton
![Deanna M. Richter](/Uploads/Images/Employees/Formal/drichter8572.jpg)
Deanna M. Richter
Client Support Assistant
Family Office Services, Cincinnati - Kenwood
![Anita L. Ridener](/Uploads/Images/Employees/Formal/ridener.jpg)
Anita L. Ridener
Front Desk Associate
Human Resources, Cincinnati - West
![Michael O. Riel](/Uploads/Images/Employees/Formal/riel.jpg)
Michael O. Riel
Trust Associate
Trust Company, Cincinnati - West
![Charles E. Rinehart, CFA, CAIA](/Uploads/Images/Employees/Formal/rinehart.jpg)
Charles E. Rinehart, CFA, CAIA
Chief Investment Officer, Principal
Management Team, Asset Management, Cincinnati - Kenwood
![Justin T. Rowden, CFP®](/Uploads/Images/Employees/Formal/rowden.jpg)
Justin T. Rowden, CFP®
Senior Portfolio Manger, Principal
Wealth Management Services, Dayton
![Vincent L. Russell](/Uploads/Images/Employees/Formal/vrussell44755.jpg)
Vincent L. Russell
Managing Director of Dayton Market, Principal
Management Team, Wealth Management Services, Dayton
![Elizabeth R. Schaefer, CIMA®](/Uploads/Images/Employees/Formal/eschaefer74402.jpg)
Elizabeth R. Schaefer, CIMA®
Senior Portfolio Manager, Principal
Wealth Management Services, Dayton
![Benjamin J. Schwartz](/Uploads/Images/Employees/Formal/schwartz.jpg)
Benjamin J. Schwartz
Associate Systems Administrator
Information Systems, Cincinnati - West
![R. Maria Seda](/Uploads/Images/Employees/Formal/seda.jpg)
R. Maria Seda
Senior Corporate Finance Associate
Corporate Finance, Cincinnati - West
![Maria D. Seffrin](/Uploads/Images/Employees/Formal/Seffrin.jpg)
Maria D. Seffrin
Trust Associate
Trust Company, Cincinnati - Kenwood
![Kathy B. Sias](/Uploads/Images/Employees/Formal/ksias42233.jpg)
Kathy B. Sias
Risk Officer
Compliance, Cincinnati - West
![Joel D. Siefert, CFA](/Uploads/Images/Employees/Formal/jsiefert52300.jpg)
Joel D. Siefert, CFA
Senior Portfolio Manager, Principal
Wealth Management Services, Dayton
![Lauren E. Simon](/Uploads/Images/Employees/Formal/simon.jpg)
Lauren E. Simon
Client Support Assistant
Family Office Services, Cincinnati - Kenwood
![Christine L. Smith](/Uploads/Images/Employees/Formal/Smith.jpg)
Christine L. Smith
Front Desk Associate
Human Resources, Cincinnati - Kenwood
![Valerie M. Spence](/Uploads/Images/Employees/Formal/Spence.jpg)
Valerie M. Spence
Client Support Assistant
Wealth Management Services, Cleveland - Akron
![Diane M. Spitznagel, Esq., CTFA](/Uploads/Images/Employees/Formal/dspitznagel72512.jpg)
Diane M. Spitznagel, Esq., CTFA
Senior Trust Officer
Trust Company, Cincinnati - West
![Michael G. Stanis, CFA, CFP®, MBA](/Uploads/Images/Employees/Formal/stanis-2.jpg)
Michael G. Stanis, CFA, CFP®, MBA
Portfolio Manager, P&G Retirement Plans Director
Wealth Management Services, Cincinnati - Kenwood
![Lisa R. Tague](/Uploads/Images/Employees/Formal/Tague.jpg)
Lisa R. Tague
Client Support Assistant & Office Coordinator
Wealth Management Services, Metro Detroit
![Sharon G. Tallman, CFP®](/Uploads/Images/Employees/Formal/stallman22609.jpg)
Sharon G. Tallman, CFP®
Senior Portfolio Manager
Wealth Management Services, Cincinnati - Kenwood
![David Q. Theobald, CFA](/Uploads/Images/Employees/Formal/dtheobald60362.jpg)
David Q. Theobald, CFA
Senior Portfolio Manager, Principal
Asset Management, Research, Cincinnati - West
![Michael R. Timm, CFA, CFP®](/Uploads/Images/Employees/Formal/mtimm66563.jpg)
Michael R. Timm, CFA, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Columbus
![Tamara L. Truman](/Uploads/Images/Employees/Formal/truman.jpg)
Tamara L. Truman
Marketing Assistant
Marketing, Cincinnati - West
![Irene Tsai, CFA, CFP®, ChFC®, CLU®](/Uploads/Images/Employees/Formal/tsai.jpg)
Irene Tsai, CFA, CFP®, ChFC®, CLU®
Director, Intermediaries & Client Service
Asset Management, Cincinnati - West
![Christopher A. Tschieder, CFP®](/Uploads/Images/Employees/Formal/ctschieder47625.jpg)
Christopher A. Tschieder, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
![Nicole Utz](/Uploads/Images/Employees/Formal/nsutz8526.jpg)
Nicole Utz
Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
![Amanda A. Wallace](/Uploads/Images/Employees/Formal/wallace.jpg)
Amanda A. Wallace
Client Support Assistant
Family Office Services, Cincinnati - Kenwood
![Summer C. Wanner](/Uploads/Images/Employees/Formal/wanner.jpg)
Summer C. Wanner
Operations Associate
Operations, Cincinnati - West
![J. Christine Warren, Esq.](/Uploads/Images/Employees/Formal/cwarren49064.jpg)
J. Christine Warren, Esq.
Vice President of Estate Planning, Senior Trust Counsel, Principal
Management Team, Trust Company, Cincinnati - West
![Alexander M. Wertz, CFP®](/Uploads/Images/Employees/Formal/wertz_a.jpg)
Alexander M. Wertz, CFP®
Associate Portfolio Manager
Family Office Services, Cincinnati - Kenwood
![M. Jay Wertz, CAP®, CFP®](/Uploads/Images/Employees/Formal/wertz.jpg)
M. Jay Wertz, CAP®, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
![Joseph P. White, CFA, CFP®](/Uploads/Images/Employees/Formal/white.jpg)
Joseph P. White, CFA, CFP®
Portfolio Manager
Wealth Management Services, Columbus
![Logan A. Wiedmann](/Uploads/Images/Employees/Formal/Wiedmann.jpg)
Logan A. Wiedmann
Gift Fund & Operations Associate
Corporate Finance, Operations, Cincinnati - West
![James M. Wineland, CFP®, CIMA®, AIF®](/Uploads/Images/Employees/Formal/wineland.jpg)
James M. Wineland, CFP®, CIMA®, AIF®
Portfolio Manager
Wealth Management Services, Cleveland - Akron
![Alex J. Wirt, CFA, CFP®](/Uploads/Images/Employees/Formal/wirt.jpg)
Alex J. Wirt, CFA, CFP®
Credit Analyst
Asset Management, Cincinnati - West
![George Wong, CFA](/Uploads/Images/Employees/Formal/gwong41720.jpg)
George Wong, CFA
Associate Portfolio Manager
Family Office Services, Cincinnati - Kenwood
![Jacqueline R. Wright, FPC](/Uploads/Images/Employees/Formal/wright.J.jpg)
Jacqueline R. Wright, FPC
Corporate Accountant
Corporate Finance, Cincinnati - West
![Scott Wyckoff, CFA, CFP®](/Uploads/Images/Employees/Formal/wycoff_new.jpg)
Scott Wyckoff, CFA, CFP®
Managing Director, Principal
Management Team, Family Office Services, Cincinnati - Kenwood
![Christy A. Yost](/Uploads/Images/Employees/Formal/cyost8593.jpg)
Christy A. Yost
Equity Trading Manager
Operations, Research, Cincinnati - West
![Matthew J. Yung, CFA, CFP®](/Uploads/Images/Employees/Formal/myung40268.jpg)
Matthew J. Yung, CFA, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
![Brandon A. Zureick, CFA](/Uploads/Images/Employees/Formal/zureick.jpg)
Brandon A. Zureick, CFA
Managing Director & Portfolio Manager, Principal
Management Team, Asset Management, Cincinnati - West