Management Team
Jason O. Jackman, CFA
Chief Executive Officer, Principal
Executive Leadership, Management Team, Asset Management, Cincinnati - West
Bret H. Parrish, CFA
President of Private Client Group, Principal
Executive Leadership, Management Team, Wealth Management Services, Family Office Services, Cincinnati - Kenwood
Fred A. Brink, CFA, CFP®
President of Johnson Asset Management, Principal
Executive Leadership, Management Team, Asset Management, Cincinnati - West
Jason M. Farler, CFA
Senior Managing Director of Johnson Family Office Services, Principal
Executive Leadership, Management Team, Family Office Services, Cincinnati - Kenwood
Jarett T. Levitsky, CFP®
Senior Managing Director of Wealth Management Services, Principal
Executive Leadership, Management Team, Wealth Management Services, Cincinnati - Kenwood
Tara N. Adams, CTFA
Vice President of Trust Services, Senior Trust Officer, Principal
Management Team, Family Office Services, Trust Company, Cincinnati - Kenwood
Michael D. Barnes, Esq., CTFA
President of Trust Company, Principal
Management Team, Family Office Services, Trust Company, Charitable Services, Cincinnati - Kenwood
Joshua B. Basinger, Esq., CTFA
Manager of Trust Services, Senior Trust Officer
Management Team, Trust Company, Cincinnati - West
Scott J. Bischoff, IACCP®
Chief Compliance Officer, Principal
Management Team, Compliance, Cincinnati - West
Mary P. Burns, Esq.
Vice President of Estate Planning, Senior Trust Counsel, Principal
Management Team, Trust Company, Cincinnati - Kenwood
Brian A. Butt, CFA
Managing Director, Principal
Management Team, Wealth Management Services, Cincinnati - Kenwood
Ryan W. Easter, PMP®
Chief Operating Officer, Principal
Management Team, Information Systems, Operations, Cincinnati - West
Timothy C. Gehner, CFA, CFP®
Senior Managing Director of Wealth Management Services, Principal
Management Team, Wealth Management Services, Cincinnati - Kenwood
Daniel P. Gusty, CFP®, CEPA® , CPA (Inactive)
Managing Director of Central Ohio Market, Principal
Management Team, Wealth Management Services, Family Office Services, Columbus
Jamie L. Horn
Director of Marketing, Shareholder/Principal
Management Team, Marketing, Cincinnati - West
Michael S. Jordan, CFA, CFP®
Managing Director, Principal
Management Team, Family Office Services, Cincinnati - Kenwood
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
Managing Director of Research & Senior Portfolio Manager, Principal
Management Team, Asset Management, Research, Cincinnati - West
Steven J. Linder, CCP®
Senior Managing Director of Human Resources, Principal
Management Team, Human Resources, Cincinnati - West
Evette Maddox, SHRM-CP®
Human Resources Manager
Management Team, Human Resources, Cincinnati - West
Chad R. Maggard, CFA
Managing Director, Principal
Management Team, Family Office Services, Cincinnati - Kenwood
Lisa R. Oliverio, CPA
Director of Finance, Principal
Management Team, Corporate Finance, Cincinnati - West
Charles E. Rinehart, CFA, CAIA
Chief Investment Officer, Principal
Management Team, Asset Management, Cincinnati - Kenwood
Vincent L. Russell
Managing Director of Dayton Market, Principal
Management Team, Wealth Management Services, Dayton
Scott Wyckoff, CFA, CFP®
Managing Director, Principal
Management Team, Family Office Services, Cincinnati - Kenwood
Brandon A. Zureick, CFA
Senior Managing Director, Principal
Management Team, Asset Management, Cincinnati - West