A-Z Directory

Joseph R. Abbott, CFA
Senior Research Analyst
Asset Management, Research, Cincinnati - West

Julie S. Ackerman
Client Support Assistant
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

Bryan Andress, CFA
Senior Research Analyst, Principal
Asset Management, Research, Cincinnati - West

Eric J. Bachus, CFA
Portfolio Manager
Family Office Services, Cincinnati - Kenwood

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

Joshua B. Basinger, Esq., CTFA
Manager of Trust Services, Senior Trust Officer
Management Team, Trust Company, Cincinnati - West

Danielle O. Batchelder
Senior Trust Associate
Trust Company, Cincinnati - Kenwood

Karen M. Bauer
Client Support Assistant
Family Office Services, Cincinnati - Kenwood

Alex J. Bey, CFA
Client Portfolio Specialist
Asset Management, Cincinnati - West

Scott J. Bischoff, IACCP®
Chief Compliance Officer, Principal
Management Team, Compliance, Cincinnati - West

Lesa R. Bishop
Client Support Assistant & Office Coordinator
Wealth Management Services, Columbus

Christian J. Brandetsas, CFP®
Portfolio Manager
Wealth Management Services, Cleveland - Akron

Fred A. Brink, CFA, CFP®
President of Johnson Asset Management, Principal
Executive Leadership, Management Team, Asset Management, Cincinnati - West

Simon T. Buchman, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood

Mary P. Burns, Esq.
Vice President of Estate Planning, Senior Trust Counsel, Principal
Management Team, Trust Company, Cincinnati - Kenwood

Alethea Teh Busken, Esq.
Trust Counsel
Trust Company, Cincinnati - Kenwood

Brian A. Butt, CFA
Managing Director, Principal
Management Team, Wealth Management Services, Cincinnati - Kenwood

Karen S. Byrd
Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood

Joseph P. Carlo, CFP®
Associate Portfolio Manager
Wealth Management Services, Cincinnati - Kenwood

Tina A. Carpenter
Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood

David A. Christian, CFA, CFP®
Portfolio Manager
Family Office Services, Cincinnati - Kenwood

Courtney E. Clouse, Esq., CTFA
Trust Officer
Trust Company, Cincinnati - West

Kimberly Coleman
Trust Counsel Assistant
Trust Company, Cincinnati - Kenwood

Emilia J. Connor-Brady, CFA, CAIA
Credit Analyst
Asset Management, Research, Cincinnati - West

Cooper T. Crawford
Portfolio Manager Assistant
Wealth Management Services, Columbus

Amy K. Cumbow
Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood

Carrie A. Cupito
Senior Operations Associate
Operations, Cincinnati - West

Brandon T. Davidson
Portfolio Manager Assistant
Wealth Management Services, Cleveland - Akron

Danielle R. DePew, SHRM-CP®
Human Resources Specialist
Human Resources, Cincinnati - West

Rebecca J. Desch
Creative Marketing Manager
Marketing, Cincinnati - West

Gretchen F. DeVries
Client Support Assistant
Wealth Management Services, Columbus

Charles J. Donovan
Director of Intermediaries & Client Service
Asset Management, Cincinnati - West

Ryan W. Easter, PMP®
Chief Operating Officer, Principal
Management Team, Information Systems, Operations, Cincinnati - West

Donald R. W. Ennis, CFP®
Portfolio Manager Assistant
Wealth Management Services, Cincinnati - Kenwood

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

Sodora L. Ernst
Operations Associate
Operations, Cincinnati - West

Melissa R. Evans
Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood

Jason M. Farler, CFA
Senior Managing Director of Johnson Family Office Services, Principal
Management Team, Family Office Services, Cincinnati - Kenwood

Jacob M. Farwick, CFA
Portfolio Manager Assistant
Wealth Management Services, Dayton

T. Patrick Foy, CFP®
Associate Portfolio Manager
Wealth Management Services, Columbus

Katie E. Galbraith
Operations Manager
Operations, Cincinnati - West

Trinity M. Garrett, CTFA
Trust Officer
Trust Company, Cincinnati - Kenwood

Timothy C. Gehner, CFA, CFP®
Senior Managing Director of Wealth Management Services, Principal
Management Team, Wealth Management Services, Cincinnati - Kenwood

Christopher H. Godby, CFA
Senior Research Analyst
Asset Management, Research, Cincinnati - West

Christopher J. Gray
Equity Research Associate
Research, Cincinnati - West

Ann B. Grimaldi
Operations Associate
Operations, Cincinnati - West

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
Client Support Assistant
Wealth Management Services, Dayton

Anita L. Harney
Human Resource Administrator
Human Resources, Cincinnati - West

Justin M. Hauser
Equity Research Associate
Asset Management, Cincinnati - West

Joseph A. Henderson, CLU®, CFP®
Director of Southeastern Michigan Market, Portfolio Manager
Wealth Management Services, Metro Detroit

Kevin D. Hern
Operations Trading Associate
Operations, Cincinnati - West

Sandy F. Himmelsbach, CFP®, ChSNC®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood

Jamie L. Horn
Director of Marketing, Shareholder/Principal
Management Team, Marketing, Cincinnati - West

Steve Horn
Facilities & Office Services
Human Resources, Cincinnati - West

Sarah M. Horrigan, IACCP®
Regulatory Officer
Compliance, Cleveland - Akron

Jason O. Jackman, CFA
Chief Executive Officer, Principal
Executive Leadership, Management Team, Asset Management, Cincinnati - West

Emily A. Jarman
IT Support Specialist
Information Systems, Cincinnati - West

Ashley N. Jenkins
Digital Marketing Associate
Marketing, Cincinnati - West

Dalena M. Johnson
Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood

Timothy E. Johnson, Ph.D.
Founder
Cincinnati - West

Michael S. Jordan, CFA, CFP®
Managing Director, Principal
Management Team, Family Office Services, Cincinnati - Kenwood

William E. Jung, CFA
Senior Research Analyst, Principal
Asset Management, Research, Cincinnati - West

Zachary A. Kaufman
Senior Systems Analyst
Information Systems, Cincinnati - West

Michele M. Kaye
Client Support Assistant & Office Coordinator
Wealth Management Services, Cleveland - Akron

Jennifer J. Kelhoffer
Fund Administration & Compliance Associate
Asset Management, Compliance, Cincinnati - West

Emma K. Kellerman
Portfolio Manager Assistant
Wealth Management Services, Cincinnati - Kenwood

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

M. Deneé Kochersperger
Portfolio Manager Assistant
Wealth Management Services, Dayton

Patricia L. Kohlmorgen
Trust Compliance & Operations Associate
Trust Company, Cincinnati - West

Andrew M. Kucia, CFP®
Portfolio Manager
Wealth Management 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

Roberta Williams Laker
Office Services Coordinator
Human Resources, Cincinnati - Kenwood

Michael C. Leisring, CFA
Chief Investment Officer-Fixed Income, Portfolio Manager, Principal
Asset Management, Cincinnati - West

Jack T. Lemmel
Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood

Maria L. Leonhardt
Client Support Assistant
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

April C. Leygraaf
Systems Analyst
Information Systems, Cincinnati - West

Steven J. Linder, CCP®
Senior Managing Director of Human Resources, Principal
Management Team, Human Resources, Cincinnati - West

Holden M. Lipke
Portfolio Manager Assistant
Asset Management, Cincinnati - West

Joshua S. Lloyd
Operations Trading Associate
Operations, Cleveland - Akron

Elyse D. Luecke
Business Development Assistant
Asset Management, 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

Kathleen H. Mahdasian
Regional Marketing Manager
Marketing, Columbus

Lindsay J. Marinkov (m. Keith), CTFA
Senior Trust Officer
Trust Company, Cleveland - Akron

Lori A. Marshall
Facilities/Office Manager
Human Resources, Cincinnati - West

R. Ryan Martin, CFA
Portfolio Manager, Principal
Asset Management, Research, Cincinnati - West

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

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

Michelle L. McGinnis
Client Support Assistant
Asset Management, Cincinnati - West

Jeremy I. Meanwell
Equity Research Associate
Asset Management, Cincinnati - West

Carolyn J. Moeller
Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood

Maxwell T. Monk, CFA
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood

Dean A. Moulas, CFA
Managing Director, Principal
Family Office Services, Cincinnati - Kenwood

Michael C. Murphy, CFP®
Director of Intermediaries & Client Service
Asset Management, Nashville

Nathan D. Nichols
Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood

Tori D. O'Leary
Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood

Lisa R. Oliverio, CPA
Director of Finance, Principal
Management Team, Corporate Finance, Cincinnati - West

Erica M.L. Osborn, MFE
Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood

Margaret J. Palmer
Senior Institutional Account Administrator
Asset Management, Cincinnati - West

Tina M. Panzeca
Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood

Bret H. Parrish, CFA
President of Private Client Group, Principal
Executive Leadership, Management Team, Wealth Management Services, Family Office Services, Cincinnati - Kenwood

Joanna M. Pereira
Front Desk Associate
Human Resources, Cincinnati - West

Landon J. Peterson, CFA
Portfolio Analyst
Asset Management, Cincinnati - West

Zachary J. Pierson, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood

Brandon R. Plumb, CFA, CFP®
Associate Portfolio Manager
Wealth Management Services, Cleveland - Akron

Michael P. Prebles, MBA
Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood

Celeste M. Pugh
Corporate Operations Associate
Corporate Finance, Cincinnati - West

Leah B. Quortrup, CTFA
Trust Officer
Family Office Services, Trust Company, Cincinnati - Kenwood

Joseph K. Radigan, CFP®
Director of Northeastern Ohio Market, Senior Portfolio Manager, Principal
Wealth Management Services, Cleveland - Akron

Antonio R. Ramsey
Portfolio Manager Assistant
Wealth Management Services, Cincinnati - Kenwood

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

Kristen S. Rettig (m. Curtiss), CFA
Research Analyst
Asset Management, Research, Cincinnati - West

Michelle L. Richard
Client Support Assistant & Office Coordinator
Wealth Management Services, Dayton

Deanna M. Richter
Client Support Assistant
Family Office Services, Cincinnati - Kenwood

Anita L. Ridener
Front Desk Associate
Human Resources, Cincinnati - West

Michael O. Riel
Trust Associate
Trust Company, Cincinnati - West

Charles E. Rinehart, CFA, CAIA
Chief Investment Officer, Principal
Management Team, Asset Management, Cincinnati - Kenwood

Justin T. Rowden, CFP®
Senior Portfolio Manger, Principal
Wealth Management Services, Dayton

Vincent L. Russell
Managing Director of Dayton Market, Principal
Management Team, Wealth Management Services, Dayton

Elizabeth R. Schaefer, CIMA®
Senior Portfolio Manager, Principal
Wealth Management Services, Dayton

Benjamin J. Schwartz
Associate Systems Administrator
Information Systems, Cincinnati - West

R. Maria Seda
Senior Corporate Finance Associate
Corporate Finance, Cincinnati - West

Maria D. Seffrin
Trust Associate
Trust Company, Cincinnati - Kenwood

Kathy B. Sias
Risk Officer
Compliance, Cincinnati - West

Joel D. Siefert, CFA
Senior Portfolio Manager, Principal
Wealth Management Services, Dayton

Lauren E. Simon
Client Support Assistant
Family Office Services, Cincinnati - Kenwood

Christine L. Smith
Front Desk Associate
Human Resources, Cincinnati - Kenwood

Valerie M. Spence
Client Support Assistant
Wealth Management Services, Cleveland - Akron

Diane M. Spitznagel, Esq., CTFA
Senior Trust Officer
Trust Company, Cincinnati - West

Michael G. Stanis, CFA, CFP®, MBA
Portfolio Manager, P&G Retirement Plans Director
Wealth Management Services, Cincinnati - Kenwood

Lisa R. Tague
Client Support Assistant & Office Coordinator
Wealth Management Services, Metro Detroit

David Q. Theobald, CFA
Senior Portfolio Manager, Principal
Asset Management, Research, Cincinnati - West

Michael R. Timm, CFA, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Columbus

Tamara L. Truman
Marketing Assistant
Marketing, Cincinnati - West

Christopher A. Tschieder, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood

Nicole Utz
Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood

Amanda A. Wallace
Client Support Assistant
Family Office Services, Cincinnati - Kenwood

Summer C. Wanner
Operations Associate
Operations, Cincinnati - West

J. Christine Warren, Esq.
Vice President of Estate Planning, Senior Trust Counsel, Principal
Management Team, Trust Company, Cincinnati - Kenwood

Alexander M. Wertz, CFP®
Associate Portfolio Manager
Family Office Services, Cincinnati - Kenwood

M. Jay Wertz, CAP®, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood

Joseph P. White, CFA, CFP®, CDFA®
Portfolio Manager
Wealth Management Services, Columbus

Logan A. Wiedmann, CAP®
Gift Fund & Operations Associate
Corporate Finance, Operations, Cincinnati - West

James M. Wineland, CFP®, CIMA®, AIF®
Portfolio Manager
Wealth Management Services, Cleveland - Akron

Alex J. Wirt, CFA, CFP®
Credit Analyst
Asset Management, Cincinnati - West

George Wong, CFA
Associate Portfolio Manager
Family Office Services, Cincinnati - Kenwood

Jacqueline R. Wright, FPC
Corporate Accountant
Corporate Finance, Cincinnati - West

Scott Wyckoff, CFA, CFP®
Managing Director, Principal
Management Team, Family Office Services, Cincinnati - Kenwood

Christy A. Yost
Equity Trading Manager
Operations, Research, Cincinnati - West

Matthew J. Yung, CFA, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood

Brandon A. Zureick, CFA
Managing Director & Portfolio Manager, Principal
Management Team, Asset Management, Cincinnati - West