A-Z Directory

Joseph R. Abbott, CFA

Joseph R. Abbott, CFA

Senior Research Analyst
Asset Management, Research, Cincinnati - West
Julie S. Ackerman

Julie S. Ackerman

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

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

Bryan Andress, CFA

Senior Research Analyst, Principal
Asset Management, Research, Cincinnati - West
Eric J. Bachus, CFA

Eric J. Bachus, CFA

Portfolio Manager
Family Office Services, Cincinnati - Kenwood
Michael D. Barnes, Esq., CTFA

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

Daniel A. Barnett, CFA

Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Joshua B. Basinger, Esq., CTFA

Joshua B. Basinger, Esq., CTFA

Manager of Trust Services, Senior Trust Officer
Management Team, Trust Company, Cincinnati - West
Danielle O. Batchelder

Danielle O. Batchelder

Senior Trust Associate
Trust Company, Cincinnati - Kenwood
Karen M. Bauer

Karen M. Bauer

Client Support Assistant
Family Office Services, Cincinnati - Kenwood
Zack E. Berohn

Zack E. Berohn

Equity Research Associate
Research, Cincinnati - West
Alex J. Bey, CFA

Alex J. Bey, CFA

Client Portfolio Specialist
Asset Management, Cincinnati - West
Scott J. Bischoff, IACCP®

Scott J. Bischoff, IACCP®

Chief Compliance Officer, Principal
Management Team, Compliance, Cincinnati - West
Lesa R. Bishop

Lesa R. Bishop

Client Support Assistant & Office Coordinator
Wealth Management Services, Columbus
Christian J. Brandetsas, CFP®

Christian J. Brandetsas, CFP®

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

Fred A. Brink, CFA, CFP®

President of Johnson Asset Management, Principal
Executive Leadership, Management Team, Asset Management, Cincinnati - West
Diane K. Buchanan

Diane K. Buchanan

Front Desk Associate
Human Resources, Cincinnati - West
Simon T. Buchman, CFP®

Simon T. Buchman, CFP®

Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Gwendelyn K. Burke, CFP®

Gwendelyn K. Burke, CFP®

Associate Portfolio Manager
Wealth Management Services, Cincinnati - Kenwood
Mary P. Burns, Esq.

Mary P. Burns, Esq.

Vice President of Estate Planning, Senior Trust Counsel, Principal
Management Team, Trust Company, Cincinnati - West
Alethea Teh Busken, Esq.

Alethea Teh Busken, Esq.

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

Brian A. Butt, CFA

Managing Director, Principal
Management Team, Wealth Management Services, Cincinnati - Kenwood
Karen S. Byrd

Karen S. Byrd

Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood
Joseph P. Carlo, CFP®

Joseph P. Carlo, CFP®

Associate Portfolio Manager
Wealth Management Services, Cincinnati - Kenwood
Tina A. Carpenter

Tina A. Carpenter

Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood
David A. Christian, CFA, CFP®

David A. Christian, CFA, CFP®

Portfolio Manager
Family Office Services, Cincinnati - Kenwood
Courtney E. Clouse, Esq., CTFA

Courtney E. Clouse, Esq., CTFA

Trust Officer
Trust Company, Cincinnati - West
Kimberly Coleman

Kimberly Coleman

Trust Counsel Assistant
Trust Company, Cincinnati - West
Emilia J. Connor-Brady, CFA, CAIA

Emilia J. Connor-Brady, CFA, CAIA

Credit Analyst
Asset Management, Research, Cincinnati - West
Cooper T. Crawford

Cooper T. Crawford

Portfolio Manager Assistant
Wealth Management Services, Columbus
Amy K. Cumbow

Amy K. Cumbow

Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood
Carrie A. Cupito

Carrie A. Cupito

Senior Operations Associate
Operations, Cincinnati - West
Brandon T. Davidson

Brandon T. Davidson

Portfolio Manager Assistant
Wealth Management Services, Cleveland - Akron
Dionne D. Deck

Dionne D. Deck

Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood
Danielle R. DePew, SHRM-CP®

Danielle R. DePew, SHRM-CP®

Human Resources Specialist
Human Resources, Cincinnati - West
Rebecca J. Desch

Rebecca J. Desch

Creative Marketing Manager
Marketing, Cincinnati - West
Gretchen F. DeVries

Gretchen F. DeVries

Client Support Assistant
Wealth Management Services, Columbus
Ryan W. Easter, PMP®

Ryan W. Easter, PMP®

Chief Operating Officer, Principal
Management Team, Information Systems, Operations, Cincinnati - West
Donald R. W. Ennis, CFP®

Donald R. W. Ennis, CFP®

Portfolio Manager Assistant
Wealth Management Services, Cincinnati - Kenwood
Andrea L. Ernst, CFP®

Andrea L. Ernst, CFP®

Portfolio Manager
Wealth Management Services, Cincinnati - Kenwood
Sodora L. Ernst

Sodora L. Ernst

Operations Associate
Operations, Cincinnati - West
Melissa R. Evans

Melissa R. Evans

Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood
Jason M. Farler, CFA

Jason M. Farler, CFA

Senior Managing Director of Johnson Family Office Services, Principal
Management Team, Family Office Services, Cincinnati - Kenwood
Jacob M. Farwick

Jacob M. Farwick

Portfolio Manager Assistant
Wealth Management Services, Dayton
Marc E. Figgins

Marc E. Figgins

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

Emily M. Fox, CAIA

Senior Director of Institutional Business Development
Asset Management, Chicago
T. Patrick Foy, CFP®

T. Patrick Foy, CFP®

Portfolio Manager Assistant
Wealth Management Services, Columbus
Katie E. Galbraith

Katie E. Galbraith

Operations Manager
Operations, Cincinnati - West
Trinity M. Garrett, CTFA

Trinity M. Garrett, CTFA

Trust Officer
Trust Company, Cincinnati - Kenwood
Timothy C. Gehner, CFA, CFP®

Timothy C. Gehner, CFA, CFP®

Senior Managing Director of Wealth Management Services, Principal
Management Team, Wealth Management Services, Cincinnati - Kenwood
Christopher H. Godby, CFA

Christopher H. Godby, CFA

Senior Research Analyst
Asset Management, Research, Cincinnati - West
Christopher J. Gray

Christopher J. Gray

Equity Research Associate
Research, Cincinnati - West
Ann B. Grimaldi

Ann B. Grimaldi

Operations Associate
Operations, Cincinnati - West
Daniel P. Gusty, CFP®, CEPA® , CPA (Inactive)

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

Jennifer R. Hanselman

Client Support Assistant
Wealth Management Services, Dayton
Anita L. Harney

Anita L. Harney

Human Resource Administrator
Human Resources, Cincinnati - West
Joseph A. Henderson, CLU®, CFP®

Joseph A. Henderson, CLU®, CFP®

Director of Southeastern Michigan Market, Portfolio Manager
Wealth Management Services, Metro Detroit
Sandy F. Himmelsbach, CFP®, ChSNC®

Sandy F. Himmelsbach, CFP®, ChSNC®

Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Ryan J. Hogan

Ryan J. Hogan

Equity Research Associate
Asset Management, Research, Cincinnati - West
Jamie L. Horn

Jamie L. Horn

Director of Marketing, Shareholder/Principal
Management Team, Marketing, Cincinnati - West
Steve Horn

Steve Horn

Facilities & Office Services
Human Resources, Cincinnati - West
Jason O. Jackman, CFA

Jason O. Jackman, CFA

Chief Executive Officer, Principal
Executive Leadership, Management Team, Asset Management, Cincinnati - West
Ashley N. Jenkins

Ashley N. Jenkins

Digital Marketing Associate
Marketing, Cincinnati - West
Dalena M. Johnson

Dalena M. Johnson

Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood
Timothy E. Johnson, Ph.D.

Timothy E. Johnson, Ph.D.

Founder
Cincinnati - West
Michael S. Jordan, CFA, CFP®

Michael S. Jordan, CFA, CFP®

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

William E. Jung, CFA

Senior Research Analyst, Principal
Asset Management, Research, Cincinnati - West
Zachary A. Kaufman

Zachary A. Kaufman

Senior Systems Analyst
Information Systems, Cincinnati - West
Michele M. Kaye

Michele M. Kaye

Client Support Assistant & Office Coordinator
Wealth Management Services, Cleveland - Akron
Lindsay J. Keith, CTFA

Lindsay J. Keith, CTFA

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

Jennifer J. Kelhoffer

Fund Administration & Compliance Associate
Asset Management, Compliance, Cincinnati - West
Emma K. Kellerman

Emma K. Kellerman

Portfolio Manager Assistant
Wealth Management Services, Cincinnati - Kenwood
Maxwell D. Klett, CFP®

Maxwell D. Klett, CFP®

Associate Portfolio Manager
Wealth Management Services, Cincinnati - Kenwood
M. Deneé Kochersperger

M. Deneé Kochersperger

Portfolio Manager Assistant
Wealth Management Services, Dayton
Patricia L. Kohlmorgen

Patricia L. Kohlmorgen

Trust Compliance & Operations Associate
Trust Company, Cincinnati - West
Andrew M. Kucia, CFP®

Andrew M. Kucia, CFP®

Portfolio Manager
Wealth Management Services, Cincinnati - Kenwood
Anthony C. Kure, CFP®

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

Brian T. Kute, CFA

Managing Director of Research & Senior Portfolio Manager, Principal
Management Team, Asset Management, Research, Cincinnati - West
Roberta Williams Laker

Roberta Williams Laker

Office Services Coordinator
Human Resources, Cincinnati - Kenwood
Michael C. Leisring, CFA

Michael C. Leisring, CFA

Chief Investment Officer-Fixed Income, Portfolio Manager, Principal
Asset Management, Cincinnati - West
Jack T. Lemmel

Jack T. Lemmel

Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
Maria L. Leonhardt

Maria L. Leonhardt

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

Jarett T. Levitsky, CFP®

Senior Managing Director of Wealth Management Services, Principal
Executive Leadership, Management Team, Wealth Management Services, Cincinnati - Kenwood
April C. Leygraaf

April C. Leygraaf

Systems Analyst
Information Systems, Cincinnati - West
Steven J. Linder, CCP®

Steven J. Linder, CCP®

Senior Managing Director of Human Resources, Principal
Management Team, Human Resources, Cincinnati - West
Holden M. Lipke

Holden M. Lipke

Institutional Operations Associate
Asset Management, Cincinnati - West
Joshua S. Lloyd

Joshua S. Lloyd

Operations Trading Associate
Operations, Cleveland - Akron
Elyse D. Luecke

Elyse D. Luecke

Business Development Assistant
Asset Management, Cincinnati - West
Evette Maddox, SHRM-CP®

Evette Maddox, SHRM-CP®

Human Resources Generalist
Human Resources, Cincinnati - West
Chad R. Maggard, CFA

Chad R. Maggard, CFA

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

Kathleen H. Mahdasian

Regional Marketing Manager
Marketing, Columbus
Lori A. Marshall

Lori A. Marshall

Facilities/Office Manager
Human Resources, Cincinnati - West
R. Ryan Martin, CFA

R. Ryan Martin, CFA

Portfolio Manager, Principal
Asset Management, Research, Cincinnati - West
Laura R. Mattern, CFA, CFP®

Laura R. Mattern, CFA, CFP®

Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Jonathan M. McEvoy, CFP®, AIF®

Jonathan M. McEvoy, CFP®, AIF®

Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Michelle L. McGinnis

Michelle L. McGinnis

Client Support Assistant
Asset Management, Cincinnati - West
Carolyn J. Moeller

Carolyn J. Moeller

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

Maxwell T. Monk, CFA

Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Dean A. Moulas, CFA

Dean A. Moulas, CFA

Managing Director, Principal
Family Office Services, Cincinnati - Kenwood
Nathan D. Nichols

Nathan D. Nichols

Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
Tori D. O'Leary

Tori D. O'Leary

Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood
Lisa R. Oliverio, CPA

Lisa R. Oliverio, CPA

Director of Finance, Principal
Management Team, Corporate Finance, Cincinnati - West
Erica M.L. Osborn

Erica M.L. Osborn

Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
Margaret J. Palmer

Margaret J. Palmer

Senior Institutional Account Administrator
Asset Management, Cincinnati - West
Tina M. Panzeca

Tina M. Panzeca

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

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

Landon J. Peterson

Portfolio Manager Assistant
Asset Management, Cincinnati - West
Zachary J. Pierson, CFP®

Zachary J. Pierson, CFP®

Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Brandon R. Plumb, CFA, CFP®

Brandon R. Plumb, CFA, CFP®

Associate Portfolio Manager
Wealth Management Services, Cleveland - Akron
Michael P. Prebles, MBA

Michael P. Prebles, MBA

Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
Celeste M. Pugh

Celeste M. Pugh

Corporate Operations Associate
Corporate Finance, Cincinnati - West
Leah B. Quortrup, CTFA

Leah B. Quortrup, CTFA

Trust Officer
Family Office Services, Trust Company, Cincinnati - Kenwood
Joseph K. Radigan, CFP®

Joseph K. Radigan, CFP®

Director of Northeastern Ohio Market, Senior Portfolio Manager, Principal
Wealth Management Services, Cleveland - Akron
Antonio R. Ramsey

Antonio R. Ramsey

Portfolio Manager Assistant
Wealth Management Services, Cincinnati - Kenwood
Lia V. Reece, CFP®

Lia V. Reece, CFP®

Portfolio Manager Assistant
Wealth Management Services, Cincinnati - Kenwood
Kristen S. Rettig <small>(m. Curtiss)</small>, CFA

Kristen S. Rettig (m. Curtiss), CFA

Research Analyst
Asset Management, Research, Cincinnati - West
Michelle L. Richard

Michelle L. Richard

Client Support Assistant & Office Coordinator
Wealth Management Services, Dayton
Deanna M. Richter

Deanna M. Richter

Client Support Assistant
Family Office Services, Cincinnati - Kenwood
Anita L. Ridener

Anita L. Ridener

Front Desk Associate
Human Resources, Cincinnati - West
Michael O. Riel

Michael O. Riel

Trust Associate
Trust Company, Cincinnati - West
Charles E. Rinehart, CFA, CAIA

Charles E. Rinehart, CFA, CAIA

Chief Investment Officer, Principal
Management Team, Asset Management, Cincinnati - Kenwood
Justin T. Rowden, CFP&reg;

Justin T. Rowden, CFP®

Senior Portfolio Manger, Principal
Wealth Management Services, Dayton
Nadine J. Rumpke

Nadine J. Rumpke

Operations Trading Associate
Operations, Cincinnati - West
Vincent L. Russell

Vincent L. Russell

Managing Director of Dayton Market, Principal
Management Team, Wealth Management Services, Dayton
Elizabeth R. Schaefer, CIMA&reg;

Elizabeth R. Schaefer, CIMA®

Senior Portfolio Manager, Principal
Wealth Management Services, Dayton
Benjamin J. Schwartz

Benjamin J. Schwartz

Associate Systems Administrator
Information Systems, Cincinnati - West
R. Maria Seda

R. Maria Seda

Senior Corporate Finance Associate
Corporate Finance, Cincinnati - West
Maria D. Seffrin

Maria D. Seffrin

Trust Associate
Trust Company, Cincinnati - Kenwood
Kathy B. Sias

Kathy B. Sias

Risk Officer
Compliance, Cincinnati - West
Joel D. Siefert, CFA

Joel D. Siefert, CFA

Senior Portfolio Manager, Principal
Wealth Management Services, Dayton
Lauren E. Simon

Lauren E. Simon

Client Support Assistant
Family Office Services, Cincinnati - Kenwood
Christine L. Smith

Christine L. Smith

Front Desk Associate
Human Resources, Cincinnati - Kenwood
Valerie M. Spence

Valerie M. Spence

Client Support Assistant
Wealth Management Services, Cleveland - Akron
Diane M. Spitznagel, Esq., CTFA

Diane M. Spitznagel, Esq., CTFA

Senior Trust Officer
Trust Company, Cincinnati - West
Lisa R. Tague

Lisa R. Tague

Client Support Assistant & Office Coordinator
Wealth Management Services, Metro Detroit
Sharon G. Tallman, CFP&reg;

Sharon G. Tallman, CFP®

Senior Portfolio Manager
Wealth Management Services, Cincinnati - Kenwood
David Q. Theobald, CFA

David Q. Theobald, CFA

Senior Portfolio Manager, Principal
Asset Management, Research, Cincinnati - West
Michael R. Timm, CFA, CFP&reg;

Michael R. Timm, CFA, CFP®

Senior Portfolio Manager, Principal
Wealth Management Services, Columbus
Tamara L. Truman

Tamara L. Truman

Marketing Assistant
Marketing, Cincinnati - West
Irene Tsai, CFA, CFP&reg;, ChFC&reg;, CLU&reg;

Irene Tsai, CFA, CFP®, ChFC®, CLU®

Director, Intermediaries & Client Service
Asset Management, Cincinnati - West
Christopher A. Tschieder, CFP&reg;

Christopher A. Tschieder, CFP®

Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Nicole Utz

Nicole Utz

Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
Amanda A. Wallace

Amanda A. Wallace

Client Support Assistant
Family Office Services, Cincinnati - Kenwood
Summer C. Wanner

Summer C. Wanner

Operations Associate
Operations, Cincinnati - West
J. Christine Warren, Esq.

J. Christine Warren, Esq.

Vice President of Estate Planning, Senior Trust Counsel, Principal
Management Team, Trust Company, Cincinnati - West
Alexander M. Wertz, CFP&reg;

Alexander M. Wertz, CFP®

Associate Portfolio Manager
Family Office Services, Cincinnati - Kenwood
M. Jay Wertz, CAP&reg;, CFP&reg;

M. Jay Wertz, CAP®, CFP®

Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Joseph P. White, CFA, CFP&reg;

Joseph P. White, CFA, CFP®

Portfolio Manager
Wealth Management Services, Columbus
Logan A. Wiedmann

Logan A. Wiedmann

Gift Fund & Operations Associate
Corporate Finance, Operations, Cincinnati - West
James M. Wineland, CFP&reg;, CIMA&reg;, AIF&reg;

James M. Wineland, CFP®, CIMA®, AIF®

Portfolio Manager
Wealth Management Services, Cleveland - Akron
Alex J. Wirt, CFA, CFP&reg;

Alex J. Wirt, CFA, CFP®

Credit Analyst
Asset Management, Cincinnati - West
George Wong, CFA

George Wong, CFA

Associate Portfolio Manager
Family Office Services, Cincinnati - Kenwood
Jacqueline R. Wright, FPC

Jacqueline R. Wright, FPC

Corporate Accountant
Corporate Finance, Cincinnati - West
Scott Wyckoff, CFA, CFP&reg;

Scott Wyckoff, CFA, CFP®

Managing Director, Principal
Management Team, Family Office Services, Cincinnati - Kenwood
Christy A. Yost

Christy A. Yost

Equity Trading Manager
Operations, Research, Cincinnati - West
Matthew J. Yung, CFA, CFP&reg;

Matthew J. Yung, CFA, CFP®

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

Brandon A. Zureick, CFA

Managing Director & Portfolio Manager, Principal
Management Team, Asset Management, Cincinnati - West