A-Z Directory

Joseph R. Abbott

Joseph R. Abbott

Research Associate
Research, Asset Management, Cincinnati
Julie S. Ackerman

Julie S. Ackerman

Client Support Assistant
Wealth Management, Cincinnati
Tara N. Adams, CTFA

Tara N. Adams, CTFA

Vice President of Trust Services, Senior Trust Officer and Compliance Specialist
Family Office Services, Trust Company, Cincinnati
Holli J. Alexander

Holli J. Alexander

Chief Operating Officer
Firm Leadership, Operations, Cincinnati
Bryan J. Andress

Bryan J. Andress

Research Analyst
Research, Asset Management, Cincinnati
Sandy F. Appel, CFP®

Sandy F. Appel, CFP®

Associate Portfolio Manager
Wealth Management, 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
Charitable Services, Family Office Services, Trust Company, Cincinnati
Daniel A. Barnett, CFA

Daniel A. Barnett, CFA

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Skye Barry, CFA

Skye Barry, CFA

Portfolio Manager
Wealth Management, Cincinnati
Joshua B. Basinger, Esq.

Joshua B. Basinger, Esq.

Manager of Trust Services, Senior Trust Officer
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

Portfolio Specialist
Asset Management, Cincinnati
Scott J. Bischoff

Scott J. Bischoff

Chief Compliance Officer, Principal
Compliance, Firm Leadership, Cincinnati
Lesa R. Bishop

Lesa R. Bishop

Client Support Assistant
Wealth Management, Columbus
Christian J. Brandetsas

Christian J. Brandetsas

Portfolio Manager Assistant
Wealth Management, Cleveland - Akron
Fred A. Brink, CFA, CFP®

Fred A. Brink, CFA, CFP®

Managing Director, Senior Portfolio Manager
Asset Management, Firm Leadership, Wealth Management, Cincinnati
Sharecca D. Britt

Sharecca D. Britt

Trust Associate
Trust Company, Cincinnati
Diane K. Buchanan

Diane K. Buchanan

Risk Associate
Compliance, Cincinnati
Simon T. Buchman, CFP®

Simon T. Buchman, CFP®

Portfolio Manager
Wealth Management, Cincinnati
Mary P. Burns, Esq.

Mary P. Burns, Esq.

Trust Counsel
Trust Company, Cincinnati
Brian A. Butt, CFA

Brian A. Butt, CFA

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Gabrielle N. Calderone

Gabrielle N. Calderone

Portfolio Manager Assistant
Wealth Management, Cincinnati
Joseph P. Carlo

Joseph P. Carlo

Portfolio Manager Assistant
Wealth Management, 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, Principal
Asset Management, Cincinnati
Emilia J. Connor

Emilia J. Connor

Research Associate, Trader
Asset Management, Cincinnati
Jeffrey P. Cornell, CFA

Jeffrey P. Cornell, CFA

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Amy K. Cumbow

Amy K. Cumbow

Client Support Assistant
Wealth Management, Cincinnati
Danielle R. DePew

Danielle R. DePew

Human Resources Assistant
Human Resources, Cincinnati
Rebecca J. Desch

Rebecca J. Desch

Marketing Associate
Marketing, Cincinnati
Carrie A. Dunfee

Carrie A. Dunfee

Senior Operations Associate
Operations, Cincinnati
Megan D. Eberhart, CFA

Megan D. Eberhart, CFA

Associate Portfolio Manager
Wealth Management, Columbus
Joseph S. Edelstein, CFA

Joseph S. Edelstein, CFA

Research Analyst
Research, Asset Management, Cincinnati
Jason M. Farler, CFA

Jason M. Farler, CFA

Managing Director, Director of Johnson Family Office Services
Family Office Services, Cincinnati - Kenwood
Marc E. Figgins

Marc E. Figgins

Director of Fund Services
Asset Management, Mutual Funds, Cincinnati
Emily M. Fox, CAIA

Emily M. Fox, CAIA

Director of Institutional Sales
Asset Management, Chicago
Katie E. Galbraith

Katie E. Galbraith

Senior Operations Associate
Operations, Cincinnati
Trinity M. Garrett

Trinity M. Garrett

Senior Trust Associate
Trust Company, Cincinnati
Timothy C. Gehner, CFA, CFP®

Timothy C. Gehner, CFA, CFP®

Managing Director, Johnson Wealth Management
Wealth Management, Cincinnati
Christopher H. Godby, CFA

Christopher H. Godby, CFA

Research Analyst
Research, Asset Management, Cincinnati
Adele C. Grout

Adele C. Grout

Portfolio Manager Assistant
Family Office Services, Wealth Management, Cincinnati
Daniel P. Gusty, CPA, CFP®

Daniel P. Gusty, CPA, CFP®

Director of Columbus Market, Portfolio Manager
Wealth Management, Columbus
Jennifer R. Hanselman

Jennifer R. Hanselman

Client Support Assistant
Wealth Management, Dayton
Lisa S. Harms

Lisa S. Harms

Client Support Assistant
Wealth Management, Cincinnati
Michael E. Hoover

Michael E. Hoover

Director of Institutional Sales & Client Service
Asset Management, Cincinnati
James C. Hunter, CFA, CFP®, AIF®

James C. Hunter, CFA, CFP®, AIF®

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Jason O. Jackman, CFA

Jason O. Jackman, CFA

President, Chief Investment Officer, Principal
Asset Management, Firm Leadership, Cincinnati
Timothy E. Johnson, Ph.D.

Timothy E. Johnson, Ph.D.

Chairman, Principal
Firm Leadership, Cincinnati
Michael S. Jordan, CFA, CFP®

Michael S. Jordan, CFA, CFP®

Managing Director
Family Office Services, Cincinnati - Kenwood
William E. Jung, CFA

William E. Jung, CFA

Research Analyst
Research, Asset Management, Cincinnati
Jennifer L. Junk

Jennifer L. Junk

Receptionist
Human Resources, Cincinnati - Kenwood
Michele M. Kaye

Michele M. Kaye

Client Support Assistant
Wealth Management, Cleveland - Akron
Gwendelyn S. Keihl

Gwendelyn S. Keihl

Operations Associate
Operations, Cincinnati
Lindsay J. Keith

Lindsay J. Keith

Trust Officer
Trust Company, Cleveland - Akron
Jennifer J. Kelhoffer

Jennifer J. Kelhoffer

Fund Administration & Compliance Associate
Compliance, Asset Management, Cincinnati
M. Deneé Kochersperger

M. Deneé Kochersperger

Portfolio Manager Assistant
Wealth Management, Dayton
Susan K. Koenig

Susan K. Koenig

Receptionist
Human Resources, Cincinnati
Patricia L. Kohlmorgen

Patricia L. Kohlmorgen

Trust Compliance & Operations Associate
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 Management, Cleveland - Akron
Brian T. Kute, CFA

Brian T. Kute, CFA

Director of Research, Senior Portfolio Manager, Principal
Research, Asset Management, Cincinnati
Roberta Williams Laker

Roberta Williams Laker

Receptionist
Human Resources, Cincinnati - Kenwood
Ronald W. Larkin

Ronald W. Larkin

Facilities Associate
Human Resources, Cincinnati
Connie R. Lawless

Connie R. Lawless

Client Support Assistant
Wealth Management, Cincinnati
Michael C. Leisring, CFA

Michael C. Leisring, CFA

Director of Fixed Income, Portfolio Manager, Principal
Asset Management, Cincinnati
Maria L. Leonhardt

Maria L. Leonhardt

Client Support Assistant
Family Office Services, Cincinnati - Kenwood
Jarett T. Levitsky, CFP®

Jarett T. Levitsky, CFP®

Managing Director, Johnson Wealth Management
Firm Leadership, Wealth Management, Cincinnati
Steven J. Linder

Steven J. Linder

Director of Human Resources, Principal
Human Resources, Cincinnati
Tina A. Lowry

Tina A. Lowry

Client Support Assistant
Access, Cincinnati
Elyse D. Luecke

Elyse D. Luecke

Operations Associate
Operations, Cincinnati
Evette Maddox

Evette Maddox

Human Resources Assistant
Human Resources, Cincinnati
Chad R. Maggard, CFA

Chad R. Maggard, CFA

Managing Director
Family Office Services, Cincinnati - Kenwood
Kathleen H. Mahdasian

Kathleen H. Mahdasian

Client Support Assistant
Wealth Management, Columbus
Lori A. Marshall

Lori A. Marshall

Office Services Coordinator
Human Resources, Cincinnati
R. Ryan Martin, CFA

R. Ryan Martin, CFA

Research Analyst
Asset Management, Research, Cincinnati
Jill R. Matsuda

Jill R. Matsuda

Administrative Assistant
Asset Management, Cincinnati
Laura R. Mattern, CFA

Laura R. Mattern, CFA

Portfolio Manager Assistant
Wealth Management, Cincinnati
Jonathan M. McEvoy, CFP®

Jonathan M. McEvoy, CFP®

Portfolio Manager
Wealth Management, Cincinnati
Steven J. Mette

Steven J. Mette

Fund Services Representative
Asset Management, Mutual Funds, Cincinnati
Anthony J. Miliano

Anthony J. Miliano

Associate Portfolio Manager
Family Office Services, Cincinnati - Kenwood
Carolyn J. Moeller

Carolyn J. Moeller

Client Support Assistant
Wealth Management, Cincinnati
Maxwell T. Monk, CFA

Maxwell T. Monk, CFA

Associate Portfolio Manager
Access, Wealth Management, Cincinnati
Bradley P. Morrissey

Bradley P. Morrissey

Research Associate
Research, Asset Management, Cincinnati
Dean A. Moulas, CFA

Dean A. Moulas, CFA

Managing Director
Family Office Services, Cincinnati - Kenwood
Lisa R. Oliverio, CPA

Lisa R. Oliverio, CPA

Controller
Operations, Cincinnati
David M. Ostmann

David M. Ostmann

Operations Associate
Asset Management, Cincinnati
Margaret J. Palmer

Margaret J. Palmer

Account Administrator
Asset Management, Cincinnati
Tina M. Panzeca

Tina M. Panzeca

Client Support Assistant
Wealth Management, Cincinnati
Bret H. Parrish, CFA

Bret H. Parrish, CFA

Chief Investment Officer of Equities, Senior Managing Director
Family Office Services, Firm Leadership, Cincinnati - Kenwood
Zachary J. Pierson, CFP®

Zachary J. Pierson, CFP®

Portfolio Manager
Wealth Management, Cincinnati
Leah B. Quortrup

Leah B. Quortrup

Trust Associate
Trust Company, Cincinnati
Joseph K. Radigan, CFP®

Joseph K. Radigan, CFP®

Director of Northeastern Ohio Market, Portfolio Manager
Wealth Management, Cleveland - Akron
John C. Riazzi, CFA

John C. Riazzi, CFA

Portfolio Manager
Wealth Management, Dayton
Michelle L. Richard

Michelle L. Richard

Client Support Assistant
Wealth Management, 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

Managing Director
Family Office Services, Cincinnati - Kenwood
Jamie L. Ritter

Jamie L. Ritter

Director of Marketing
Marketing, Cincinnati
Domingo D. Robles, CTFA

Domingo D. Robles, CTFA

Senior Trust Associate
Trust Company, Cincinnati
Justin T. Rowden, CFP®

Justin T. Rowden, CFP®

Associate Portfolio Manager
Access, Wealth Management, Dayton
Vincent L. Russell

Vincent L. Russell

Director of Dayton Market, Senior Portfolio Manager, Principal
Wealth Management, Dayton
Elizabeth R. Schaefer, CIMA®

Elizabeth R. Schaefer, CIMA®

Portfolio Manager
Wealth Management, Dayton
R. Maria Seda

R. Maria Seda

Business Operations Assistant
Operations, Cincinnati
Emily M. Shewmaker

Emily M. Shewmaker

Portfolio Manager Assistant
Wealth Management, Cincinnati
Kathy B. Sias

Kathy B. Sias

Risk Officer
Compliance, Cincinnati
Joel D. Siefert, CFA

Joel D. Siefert, CFA

Senior Portfolio Manager, Principal
Wealth Management, Dayton
Priya Sivagnanam

Priya Sivagnanam

Portfolio Manager Assistant
Wealth Management, Cincinnati
Diane M. Spitznagel, Esq.

Diane M. Spitznagel, Esq.

Trust Officer
Trust Company, Cincinnati
Michael G. Stanis, CFA, CFP®

Michael G. Stanis, CFA, CFP®

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Michelle K. Stroh, CFA, CFP®

Michelle K. Stroh, CFA, CFP®

Senior Portfolio Manager, Principal
Wealth Management, Columbus
Sharon G. Tallman, CFP®

Sharon G. Tallman, CFP®

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Aaron C. Taylor, CFA

Aaron C. Taylor, CFA

Research Analyst
Research, Asset Management, Cincinnati
David Q. Theobald, CFA

David Q. Theobald, CFA

Portfolio Manager
Asset Management, Research, Cincinnati
Pam J. Thompson

Pam J. Thompson

Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
Michael R. Timm

Michael R. Timm

Associate Portfolio Manager
Wealth Management, Columbus
Tamara L. Truman

Tamara L. Truman

Receptionist
Human Resources, Cincinnati
Irene Tsai, CFA, CFP®, ChFC®, CLU®

Irene Tsai, CFA, CFP®, ChFC®, CLU®

Director, Intermediaries & Client Service
Asset Management, Cincinnati
Christopher A. Tschieder, CFP®

Christopher A. Tschieder, CFP®

Portfolio Manager
Wealth Management, 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
Trust Company, Cincinnati
M. Jay Wertz, CFP®

M. Jay Wertz, CFP®

Managing Director, Johnson Wealth Management
Wealth Management, Cincinnati
Joseph P. White

Joseph P. White

Portfolio Manager Assistant
Wealth Management, Dayton
George Wong, CFA

George Wong, CFA

Associate Portfolio Manager
Family Office Services, Cincinnati - Kenwood
Scott Wyckoff, CFA, CFP®

Scott Wyckoff, CFA, CFP®

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Christy A. Yost

Christy A. Yost

Equity Trader
Research, Operations, Cincinnati
Matthew J. Yung, CFA, CFP®

Matthew J. Yung, CFA, CFP®

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Brandon A. Zureick, CFA

Brandon A. Zureick, CFA

Fixed Income Portfolio Manager, Portfolio Strategist, Principal
Asset Management, Cincinnati