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Wealth Advisory Services Team

Joseph R. Abbott

Joseph R. Abbott

Research Associate

Research, Cincinnati

Julie S. Ackerman

Julie S. Ackerman

Client Support Assistant

Wealth Advisory Services, Cincinnati

Tara N. Adams, CTFA

Tara N. Adams, CTFA

Vice President of Trust Services, Senior Trust Officer and Compliance Specialist

Johnson Trust Company, Cincinnati

Holli J. Alexander

Holli J. Alexander

Chief Operating Officer

Executive Team, Operations, Cincinnati

Bryan J. Andress

Bryan J. Andress

Research Analyst

Research, Cincinnati

Sandy F. Appel, CFP®

Sandy F. Appel, CFP®

Associate Portfolio Manager

Wealth Advisory Services, Cincinnati

Eric J. Bachus

Eric J. Bachus

Portfolio Manager Assistant

Family Office Services, Cincinnati - Kenwood

Michael D. Barnes, Esq., CTFA

Michael D. Barnes, Esq., CTFA

President, Principal

Johnson Charitable Gift Fund, Johnson Trust Company, Cincinnati

Daniel A. Barnett, CFA

Daniel A. Barnett, CFA

Portfolio Manager, Principal

Wealth Advisory Services, Cincinnati

Joshua B. Basinger, Esq.

Joshua B. Basinger, Esq.

Manager of Trust Services, Senior Trust Officer

Johnson Trust Company, Cincinnati

Karen M. Bauer

Karen M. Bauer

Client Support Assistant

Family Office Services, Cincinnati - Kenwood

Alex J. Bey, CFA

Alex J. Bey, CFA

Associate Portfolio Manager

Wealth Advisory Services, Cincinnati

Scott J. Bischoff

Scott J. Bischoff

Chief Compliance Officer, Principal

Executive Team, Compliance, Cincinnati

Lesa R. Bishop

Lesa R. Bishop

Client Support Assistant

Wealth Advisory Services, Columbus

Christian J. Brandetsas

Christian J. Brandetsas

Portfolio Manager Assistant

Wealth Advisory Services, Cleveland - Akron

Fred A. Brink, CFA, CFP®

Fred A. Brink, CFA, CFP®

Director of Institutional Management, Principal

Johnson Institutional Management, Wealth Advisory Services, Cincinnati

Sharecca D. Britt

Sharecca D. Britt

Trust Associate

Johnson Trust Company, Cincinnati

Diane K. Buchanan

Diane K. Buchanan

Risk Associate

Compliance, Cincinnati

Simon T. Buchman, CFP®

Simon T. Buchman, CFP®

Portfolio Manager

Wealth Advisory Services, Cincinnati

Mary P. Burns, Esq.

Mary P. Burns, Esq.

Trust Counsel

Johnson Trust Company, Cincinnati

Brian A. Butt, CFA

Brian A. Butt, CFA

Portfolio Manager, Principal

Wealth Advisory Services, Cincinnati

Gabrielle N. Calderone

Gabrielle N. Calderone

Portfolio Manager Assistant

Access, Cincinnati

Joseph P. Carlo

Joseph P. Carlo

Portfolio Manager Assistant

Wealth Advisory Services, Cincinnati

David A. Christian

David A. Christian

Portfolio Manager Assistant

Family Office Services, Cincinnati - Kenwood

Dale H. Coates, CFA

Dale H. Coates, CFA

Vice President, Institutional Portfolio Manager, Principal

Johnson Institutional Management, Cincinnati

Jeffrey P. Cornell, CFA

Jeffrey P. Cornell, CFA

Portfolio Manager, Principal

Wealth Advisory Services, Cincinnati

Amy K. Cumbow

Amy K. Cumbow

Client Support Assistant

Wealth Advisory Services, Cincinnati

Carrie A. Dunfee

Carrie A. Dunfee

Senior Operations Associate

Operations, Cincinnati

Megan D. Eberhart, CFA

Megan D. Eberhart, CFA

Associate Portfolio Manager

Wealth Advisory Services, Columbus

Joseph S. Edelstein, CFA

Joseph S. Edelstein, CFA

Research Analyst

Research, Cincinnati

Jason M. Farler, CFA

Jason M. Farler, CFA

Portfolio Manager, Principal

Family Office Services, Cincinnati - Kenwood

Marc E. Figgins

Marc E. Figgins

Compliance Officer

Compliance, Cincinnati

Emily M. Fox, CAIA

Emily M. Fox, CAIA

Director of Institutional Sales

Johnson Institutional Management, Cincinnati

Katie E. Galbraith

Katie E. Galbraith

Senior Operations Associate

Operations, Cincinnati

Trinity M. Garrett

Trinity M. Garrett

Senior Trust Associate

Johnson Trust Company, Cincinnati

Melinda S. Garvey

Melinda S. Garvey

Johnson Charitable Gift Fund Administrator

Johnson Charitable Gift Fund, Operations, Cincinnati

Timothy C. Gehner, CFA, CFP®

Timothy C. Gehner, CFA, CFP®

Director of Wealth Advisory Services, Principal

Wealth Advisory Services, Cincinnati

Christopher H. Godby, CFA

Christopher H. Godby, CFA

Research Analyst

Research, Cincinnati

Adele C. Grout

Adele C. Grout

Portfolio Manager Assistant

Family Office Services, Cincinnati

Daniel P. Gusty, CPA, CFP®

Daniel P. Gusty, CPA, CFP®

Director of Columbus Market, Portfolio Manager

Wealth Advisory Services, Columbus

Jennifer R. Hanselman

Jennifer R. Hanselman

Client Support Assistant

Wealth Advisory Services, Dayton

Lisa S. Harms

Lisa S. Harms

Client Support Assistant

Wealth Advisory Services, Cincinnati

Michael E. Hoover

Michael E. Hoover

Director of Institutional Sales & Client Service

Johnson Institutional Management, Cincinnati

James C. Hunter, CFA, CFP®, AIF®

James C. Hunter, CFA, CFP®, AIF®

Portfolio Manager, Principal

Wealth Advisory Services, Cincinnati

Jason O. Jackman, CFA

Jason O. Jackman, CFA

President, Chief Investment Officer, Principal

Johnson Institutional Management, Executive Team, Cincinnati

Timothy E. Johnson, Ph.D.

Timothy E. Johnson, Ph.D.

Chairman, Principal

Executive Team, Cincinnati

Michael S. Jordan, CFA, CFP®

Michael S. Jordan, CFA, CFP®

Portfolio Manager, Principal

Family Office Services, Cincinnati - Kenwood

William E. Jung, CFA

William E. Jung, CFA

Research Analyst

Research, Cincinnati

Gwendelyn S. Keihl

Gwendelyn S. Keihl

Operations Associate

Operations, Cincinnati

Lindsay J. Keith

Lindsay J. Keith

Trust Officer

Johnson Trust Company, Cleveland - Akron

Jennifer J. Kelhoffer

Jennifer J. Kelhoffer

Compliance Associate

Compliance, Cincinnati

Patricia L. Kohlmorgen

Patricia L. Kohlmorgen

Trust Compliance & Operations Associate

Johnson Trust Company, Cincinnati

Maureen S. Kolkmeyer

Maureen S. Kolkmeyer

Receptionist

Human Resources, Cincinnati

Andrew M. Kucia

Andrew M. Kucia

Portfolio Manager Assistant

Family Office Services, Cincinnati - Kenwood

Anthony C. Kure, CFP®

Anthony C. Kure, CFP®

Director of Northeastern Ohio Market, Portfolio Manager

Wealth Advisory Services, Cleveland - Akron

Brian T. Kute, CFA

Brian T. Kute, CFA

Director of Research, Portfolio Manager, Principal

Research, Cincinnati

Roberta Williams Laker

Roberta Williams Laker

Receptionist

Human Resources, Cincinnati - Kenwood

Kimberly A. Lammers

Kimberly A. Lammers

Portfolio Manager Assistant

Family Office Services, Cincinnati - Kenwood

Ronald W. Larkin

Ronald W. Larkin

Facilities Associate

Human Resources, Cincinnati

Connie R. Lawless

Connie R. Lawless

Client Support Assistant

Wealth Advisory Services, Cincinnati

Karen L. Lay

Karen L. Lay

Receptionist

Human Resources, Cincinnati - Kenwood

Michael C. Leisring, CFA

Michael C. Leisring, CFA

Director of Fixed Income, Principal

Johnson Institutional Management, Cincinnati

Maria L. Leonhardt

Maria L. Leonhardt

Client Support Assistant

Family Office Services, Cincinnati - Kenwood

Jarett T. Levitsky, CFP®

Jarett T. Levitsky, CFP®

Director of Wealth Advisory Services, Principal

Wealth Advisory Services, Cincinnati

Michelle L. Lind

Michelle L. Lind

Trust Administrative Assistant

Johnson Trust Company, Cincinnati

Steven J. Linder

Steven J. Linder

Human Resources Director, Principal

Human Resources, Cincinnati

Tina A. Lowry

Tina A. Lowry

Client Support Assistant

Access, Cincinnati

Evette Maddox

Evette Maddox

Human Resources Assistant

Human Resources, Cincinnati

Chad R. Maggard, CFA

Chad R. Maggard, CFA

Portfolio Manager, Principal

Family Office Services, Cincinnati - Kenwood

Lori A. Marshall

Lori A. Marshall

Assistant Office Services Coordinator

Human Resources, Cincinnati

R. Ryan Martin, CFA

R. Ryan Martin, CFA

Fixed Income Trader, Jr. Analyst

Research, Cincinnati

Jill R. Matsuda

Jill R. Matsuda

Institutional Administrative Assistant

Johnson Institutional Management, Cincinnati

Laura R. Mattern, CFA

Laura R. Mattern, CFA

Portfolio Manager Assistant

Wealth Advisory Services, Cincinnati

Jonathan M. McEvoy, CFP®

Jonathan M. McEvoy, CFP®

Portfolio Manager

Access, Wealth Advisory Services, Cincinnati

Steven J. Mette

Steven J. Mette

Operations Associate

Operations, Cincinnati

Anthony J. Miliano

Anthony J. Miliano

Portfolio Manager Assistant

Family Office Services, Cincinnati - Kenwood

Carolyn J. Moeller

Carolyn J. Moeller

Client Support Assistant

Wealth Advisory Services, Cincinnati

Maxwell T. Monk, CFA

Maxwell T. Monk, CFA

Associate Portfolio Manager

Access, Wealth Advisory Services, Cincinnati

Bradley P. Morrissey

Bradley P. Morrissey

Research Associate

Research, Cincinnati

Dean A. Moulas, CFA

Dean A. Moulas, CFA

Portfolio Manager, Principal

Family Office Services, Cincinnati - Kenwood

Lisa R. Oliverio, CPA

Lisa R. Oliverio, CPA

Controller

Operations, Cincinnati

Margaret J. Palmer

Margaret J. Palmer

Institutional Account Administrator

Johnson Institutional Management, Cincinnati

Tina M. Panzeca

Tina M. Panzeca

Client Support Assistant

Wealth Advisory Services, Cincinnati

Bret H. Parrish, CFA

Bret H. Parrish, CFA

Chief Investment Officer of Equities, Managing Director of Private Client Group, Principal

Family Office Services, Executive Team, Cincinnati - Kenwood

Zachary J. Pierson,  CFP®

Zachary J. Pierson, CFP®

Portfolio Manager

Wealth Advisory Services, Cincinnati

Leah B. Quortrup

Leah B. Quortrup

Trust Associate

Johnson Trust Company, Cincinnati

Joseph K. Radigan, CFP®

Joseph K. Radigan, CFP®

Director of Northeastern Ohio Market, Portfolio Manager

Wealth Advisory Services, Cleveland - Akron

John C. Riazzi, CFA

John C. Riazzi, CFA

Portfolio Manager

Wealth Advisory Services, Dayton

Michelle L. Richard

Michelle L. Richard

Client Support Assistant

Wealth Advisory Services, Dayton

Deanna M. Richter

Deanna M. Richter

Client Support Assistant

Family Office Services, Cincinnati - Kenwood

Charles E. Rinehart, CFA, CAIA

Charles E. Rinehart, CFA, CAIA

Portfolio Manager, Principal

Family Office Services, Cincinnati - Kenwood

Jamie L. Ritter

Jamie L. Ritter

Marketing Manager

Marketing, Cincinnati

Domingo D. Robles, CTFA

Domingo D. Robles, CTFA

Senior Trust Associate

Johnson Trust Company, Cincinnati

Justin T. Rowden, CFP®

Justin T. Rowden, CFP®

Associate Portfolio Manager

Access, Wealth Advisory Services, Dayton

Vincent L. Russell

Vincent L. Russell

Director of Dayton Market, Portfolio Manager, Principal

Wealth Advisory Services, Dayton

Elizabeth R. Schaefer, CIMA®

Elizabeth R. Schaefer, CIMA®

Portfolio Manager

Wealth Advisory Services, Dayton

R. Maria Seda, FPC

R. Maria Seda, FPC

Business Operations Assistant

Operations, Cincinnati

Emily M. Shewmaker

Emily M. Shewmaker

Portfolio Manager Assistant

Access, Wealth Advisory Services, Cincinnati

Kathy B. Sias

Kathy B. Sias

Risk Officer

Compliance, Cincinnati

Joel D. Siefert, CFA

Joel D. Siefert, CFA

Portfolio Manager, Principal

Wealth Advisory Services, Dayton

Priya Sivagnanam

Priya Sivagnanam

Portfolio Manager Assistant

Wealth Advisory Services, Cincinnati

Diane M. Spitznagel, Esq.

Diane M. Spitznagel, Esq.

Trust Officer

Johnson Trust Company, Cincinnati

Michael G. Stanis, CFA, CFP®

Michael G. Stanis, CFA, CFP®

Portfolio Manager, Principal

Wealth Advisory Services, Cincinnati

Michelle K. Stroh, CFA, CFP®

Michelle K. Stroh, CFA, CFP®

Portfolio Manager, Principal

Wealth Advisory Services, Columbus

Sharon G. Tallman, CFP®

Sharon G. Tallman, CFP®

Portfolio Manager, Principal

Wealth Advisory Services, Cincinnati

Aaron C. Taylor, CFA

Aaron C. Taylor, CFA

Research Analyst

Research, Cincinnati

David Q. Theobald, CFA

David Q. Theobald, CFA

Fixed Income Portfolio Manager

Johnson Institutional Management, Research, Cincinnati

Pam J. Thompson

Pam J. Thompson

Portfolio Manager Assistant

Family Office Services, Cincinnati - Kenwood

Michael R. Timm

Michael R. Timm

Portfolio Manager Assistant

Wealth Advisory Services, Columbus

Tamara L. Truman

Tamara L. Truman

Receptionist

Human Resources, Cincinnati

Irene Tsai, CFA, CFP®, ChFC®, CLU®

Irene Tsai, CFA, CFP®, ChFC®, CLU®

Senior Business Development and Relationship Manager

Johnson Institutional Management, Cincinnati

Christopher A. Tschieder, CFP®

Christopher A. Tschieder, CFP®

Portfolio Manager

Wealth Advisory Services, Cincinnati

Nicole Utz

Nicole Utz

Portfolio Manager Assistant

Family Office Services, Cincinnati - Kenwood

Lia V. Vissing

Lia V. Vissing

Operations Associate

Operations, Cincinnati

J. Christine Warren, Esq.

J. Christine Warren, Esq.

Trust Counsel

Johnson Trust Company, Cincinnati

M. Jay Wertz, CFP®

M. Jay Wertz, CFP®

Director of Wealth Advisory Services, Principal

Wealth Advisory Services, Cincinnati

Joseph P. White

Joseph P. White

Portfolio Manager Assistant

Wealth Advisory Services, Dayton

George Wong, CFA

George Wong, CFA

Associate Portfolio Manager

Family Office Services, Cincinnati - Kenwood

Scott Wyckoff, CFA, CFP®

Scott Wyckoff, CFA, CFP®

Portfolio Manager, Principal

Wealth Advisory Services, Cincinnati

Christy A. Yost

Christy A. Yost

Equity Trader

Research, Cincinnati

Matthew J. Yung, CFA, CFP®

Matthew J. Yung, CFA, CFP®

Portfolio Manager, Principal

Wealth Advisory Services, Cincinnati

Brandon A. Zureick, CFA

Brandon A. Zureick, CFA

Fixed Income Portfolio Manager, Portfolio Strategist, Principal

Johnson Institutional Management, Cincinnati