A-Z Directory
Joseph R. Abbott
Research Analyst
Asset Management, Research, Cincinnati
Julie S. Ackerman
Client Support Assistant
Wealth Management, Cincinnati
Tara N. Adams, CTFA
Vice President of Trust Services, Senior Trust Officer, Principal
Family Office Services, Trust Company, Cincinnati
Bryan J. Andress, CFA
Research Analyst
Asset Management, Research, Cincinnati
Eric J. Bachus, CFA
Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
Michael D. Barnes, Esq., CTFA
President of Trust Company, Principal
Charitable Services, Family Office Services, Trust Company, Cincinnati
Daniel A. Barnett, CFA
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Skye Barry, CFA, CFP®
Portfolio Manager
Family Office Services, Cincinnati - Kenwood
Joshua B. Basinger, Esq., CTFA
Manager of Trust Services, Senior Trust Officer
Trust Company, Cincinnati
Danielle O. Batchelder
Trust Associate
Trust Company, Cincinnati
Karen M. Bauer
Client Support Assistant
Family Office Services, Cincinnati - Kenwood
Alex J. Bey, CFA
Client Portfolio Specialist
Asset Management, Cincinnati
Jacob D. Bick
Fund Services Representative
Asset Management, Cincinnati
Scott J. Bischoff, IACCP®
Chief Compliance Officer, Principal
Compliance, Cincinnati
Lesa R. Bishop
Client Support Assistant
Wealth Management, Columbus
Christian J. Brandetsas, CFP®
Associate Portfolio Manager
Wealth Management, Cleveland - Akron
Fred A. Brink, CFA, CFP®
Managing Director, Senior Portfolio Manager, Principal
Asset Management, Executive Leadership, Cincinnati
Simon T. Buchman, CFP®
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Mary P. Burns, Esq.
Vice President of Estate Planning, Senior Trust Counsel, Principal
Trust Company, Cincinnati
Brian A. Butt, CFA
Managing Director, Principal
Wealth Management, Cincinnati
Karen S. Byrd
Client Support Assistant
Wealth Management, Cincinnati
Joseph P. Carlo, CFP®
Portfolio Manager Assistant
Wealth Management, Cincinnati
Tina A. Carpenter
Client Support Assistant
Access, Cincinnati
David A. Christian, CFA, CFP®
Associate Portfolio Manager
Family Office Services, Cincinnati - Kenwood
Dale H. Coates, CFA
Vice President, Principal
Asset Management, Cincinnati
Kimberly Coleman
Trust Counsel Assistant
Trust Company, Cincinnati
Emilia J. Connor
Credit Analyst
Asset Management, Cincinnati
Jeffrey P. Cornell, CFA
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Amy K. Cumbow
Client Support Assistant
Wealth Management, Cincinnati
Kristen S. Curtiss
Fixed Income Taxable Trader
Asset Management, Cincinnati
Danielle R. DePew
Human Resources Assistant
Human Resources, Cincinnati
Rebecca J. Desch
Senior Marketing Associate
Marketing, Cincinnati
Charley Doherty, CFP®
Portfolio Manager Assistant
Wealth Management, Metro Detroit
Carrie A. Dunfee
Senior Operations Associate
Operations, Cincinnati
Ryan W. Easter, PMP®
Director of Operations and Information Technology, Principal
Information Systems, Operations, Cincinnati
Joseph S. Edelstein, CFA
Research Analyst
Asset Management, Research, Cincinnati
Jason M. Farler, CFA
Senior Managing Director of Johnson Family Office Services, Principal
Family Office Services, Cincinnati - Kenwood
Marc E. Figgins
Director of Fund Services
Asset Management, Mutual Funds, Cincinnati
Emily M. Fox, CAIA
Director of Institutional Business Development
Asset Management, Chicago
T. Patrick Foy
Portfolio Manager Assistant
Wealth Management, Columbus
Katie E. Galbraith
Senior Operations Associate
Operations, Cincinnati
Trinity M. Garrett, CTFA
Associate Trust Officer
Trust Company, Cincinnati
Timothy C. Gehner, CFA, CFP®
Senior Managing Director of Wealth Management Services, Principal
Wealth Management, Cincinnati
Christopher H. Godby, CFA
Research Analyst
Asset Management, Research, Cincinnati
Justin Goldstein, CAIA
Director, Intermediaries & Client Service
Asset Management, New York
Ann B. Grimaldi
Trust Associate
Trust Company, Cincinnati
Daniel P. Gusty, CFP®, CPA (Inactive)
Managing Director of Central Ohio Market, Principal
Family Office Services, Wealth Management, Columbus
Jennifer R. Hanselman
Client Support Assistant
Wealth Management, Dayton
Joseph A. Henderson, CLU®, CFP®
Director of Southeastern Michigan Market, Portfolio Manager
Wealth Management, Metro Detroit
Sandy F. Himmelsbach, CFP®
Portfolio Manager
Wealth Management, Cincinnati
Steve Horn
Facilities & Office Services
Human Resources, Cincinnati
James C. Hunter, CFA, CFP®, AIF®
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Jason O. Jackman, CFA
President, Chief Investment Officer, Principal
Asset Management, Executive Leadership, Cincinnati
Timothy E. Johnson, Ph.D.
Chairman, Principal
Executive Leadership, Cincinnati
Dalena M. Johnson
Client Support Assistant
Wealth Management, Cincinnati
Michael S. Jordan, CFA, CFP®
Managing Director, Principal
Family Office Services, Cincinnati - Kenwood
William E. Jung, CFA
Research Analyst, Principal
Asset Management, Research, Cincinnati
Jennifer L. Junk
Receptionist
Human Resources, Cincinnati - Kenwood
Zachary A. Kaufman
Systems Analyst
Information Systems, Cincinnati
Michele M. Kaye
Client Support Assistant
Wealth Management, Cleveland - Akron
Gwendelyn S. Keihl, CFP®
Portfolio Manager Assistant
Wealth Management, Cincinnati
Lindsay J. Keith, CTFA
Trust Officer
Trust Company, Cleveland - Akron
Jennifer J. Kelhoffer
Fund Administration & Compliance Associate
Asset Management, Compliance, Cincinnati
Maxwell D. Klett
Portfolio Manager Assistant
Wealth Management, Cincinnati
M. Deneé Kochersperger
Portfolio Manager Assistant
Wealth Management, Dayton
Susan K. Koenig
Receptionist
Human Resources, Cincinnati
Patricia L. Kohlmorgen
Trust Compliance & Operations Associate
Trust Company, Cincinnati
Andrew M. Kucia, CFP®
Associate Portfolio Manager
Wealth Management, Cincinnati
Anthony C. Kure, CFP®
Managing Director of Northeastern Ohio Market, Principal
Wealth Management, Cleveland - Akron
Brian T. Kute, CFA
Director of Research, Senior Portfolio Manager, Principal
Asset Management, Research, Cincinnati
Roberta Williams Laker
Receptionist
Human Resources, Cincinnati - Kenwood
Connie R. Lawless
Client Support Assistant
Wealth Management, Cincinnati
Michael C. Leisring, CFA
Director of Fixed Income, Portfolio Manager, Principal
Asset Management, Cincinnati
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, Wealth Management, Cincinnati
Steven J. Linder, CCP®
Director of Human Resources, Principal
Human Resources, Cincinnati
Joshua S. Lloyd
Operations Associate
Operations, Cincinnati
Elyse D. Luecke
Client Support Assistant
Asset Management, Cincinnati
Evette Maddox, SHRM-CP®
Human Resources Generalist
Human Resources, Cincinnati
Chad R. Maggard, CFA
Managing Director, Principal
Family Office Services, Cincinnati - Kenwood
Kathleen H. Mahdasian
Marketing Associate
Marketing, Columbus
Lori A. Marshall
Office Services Coordinator
Human Resources, Cincinnati
R. Ryan Martin, CFA
Portfolio Manager
Asset Management, Research, Cincinnati
Jack K. Martinsen
Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
Laura R. Mattern, CFA, CFP®
Portfolio Manager
Wealth Management, Cincinnati
Jonathan M. McEvoy, CFP®, AIF®
Portfolio Manager
Wealth Management, Cincinnati
Michelle L. McGinnis
Client Support Assistant
Asset Management, Cincinnati
Steven J. Mette
Fund Services Representative
Asset Management, Mutual Funds, Cincinnati
Treven A. Mitchell
Equity Research Associate
Asset Management, Cincinnati
Carolyn J. Moeller
Client Support Assistant
Wealth Management, Cincinnati
Maxwell T. Monk, CFA
Portfolio Manager
Wealth Management, Cincinnati
Bradley P. Morrissey, CFA
Credit Analyst
Asset Management, Research, Cincinnati
Dean A. Moulas, CFA
Managing Director, Principal
Family Office Services, Cincinnati - Kenwood
Tori D. O'Leary
Client Support Assistant
Wealth Management, Cincinnati
Lisa R. Oliverio, CPA
Controller, Principal
Corporate Finance, Cincinnati
Erica M.L. Osborn
Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
David M. Ostmann
Operations Associate
Asset Management, Cincinnati
Margaret J. Palmer
Account Administrator
Asset Management, Cincinnati
Previn C. Pandey, MFE
Equity Research Associate
Asset Management, Cincinnati
Tina M. Panzeca
Client Support Assistant
Wealth Management, Cincinnati
Bret H. Parrish, CFA
President of Private Client Group, Principal
Executive Leadership, Family Office Services, Wealth Management, Cincinnati - Kenwood
Landon J. Peterson
Portfolio Manager Assistant
Asset Management, Cincinnati
Zachary J. Pierson, CFP®
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Brandon R. Plumb, CFP®
Portfolio Manager Assistant
Wealth Management, Cleveland - Akron
Leah B. Quortrup, CTFA
Associate Trust Officer
Trust Company, Cincinnati
Joseph K. Radigan, CFP®
Director of Northeastern Ohio Market, Senior Portfolio Manager, Principal
Wealth Management, Cleveland - Akron
Antonio R. Ramsey
Operations Associate
Operations, Cincinnati
Lia V. Reece
Operations Associate
Operations, Cincinnati
Michelle L. Richard
Client Support Assistant
Wealth Management, Dayton
Deanna M. Richter
Client Support Assistant
Family Office Services, Cincinnati - Kenwood
Charles E. Rinehart, CFA, CAIA
Director & Portfolio Manager, Principal
Asset Management, Cincinnati
Jamie (Ritter) Horn
Director of Marketing
Marketing, Cincinnati
Justin T. Rowden, CFP®
Portfolio Manager
Wealth Management, Dayton
Vincent L. Russell
Managing Director of Dayton Market, Principal
Wealth Management, Dayton
Elizabeth R. Schaefer, CIMA®
Portfolio Manager
Wealth Management, Dayton
Benjamin J. Schwartz
Associate Systems Administrator
Information Systems, Cincinnati
R. Maria Seda
Senior Corporate Finance Associate
Corporate Finance, Cincinnati
Emily M. Shewmaker
Portfolio Manager Assistant
Wealth Management, Cincinnati
Kathy B. Sias
Risk Officer
Compliance, Cincinnati
Joel D. Siefert, CFA
Senior Portfolio Manager, Principal
Wealth Management, Dayton
Priya Sivagnanam
Portfolio Manager Assistant
Wealth Management, Columbus
Alex J. Snyder
Portfolio Manager Assistant
Wealth Management, Cincinnati
Diane M. Spitznagel, Esq., CTFA
Trust Officer
Trust Company, Cincinnati
Michael G. Stanis, CFA, CFP®
Senior Portfolio Manager, P&G Retirement Plans Director, Principal
Wealth Management, Cincinnati
Michelle K. Stroh, CFA, CFP®
Senior Portfolio Manager, Principal
Wealth Management, Columbus
Sharon G. Tallman, CFP®
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
David Q. Theobald, CFA
Senior Portfolio Manager, Principal
Asset Management, Research, Cincinnati
Michael R. Timm, CFA, CFP®
Portfolio Manager
Wealth Management, Columbus
Tamara L. Truman
Marketing Assistant
Marketing, Cincinnati
Irene Tsai, CFA, CFP®, ChFC®, CLU®
Director, Intermediaries & Client Service
Asset Management, Cincinnati
Christopher A. Tschieder, CFP®
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
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
J. Christine Warren, Esq.
Vice President of Estate Planning, Senior Trust Counsel, Principal
Trust Company, Cincinnati
M. Jay Wertz, CAP®, CFP®
Senior Managing Director of Wealth Management Services, Principal
Wealth Management, Cincinnati
Alexander M. Wertz
Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
Joseph P. White, CFA
Portfolio Manager Assistant
Wealth Management, Dayton
James M. Wineland, CFP®, CIMA®, AIF®
Portfolio Manager
Wealth Management, Cleveland - Akron
George Wong, CFA
Associate Portfolio Manager
Family Office Services, Cincinnati - Kenwood
Casey R. Woodard
Portfolio Manager Assistant
Wealth Management, Cincinnati
Jacqueline R. Wright
Corporate Accountant
Corporate Finance, Cincinnati
Scott Wyckoff, CFA, CFP®
Managing Director, Principal
Wealth Management, Cincinnati
Christy A. Yost
Equity Trader
Operations, Research, Cincinnati
Matthew J. Yung, CFA, CFP®
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Brandon A. Zureick, CFA
Director & Portfolio Manager, Principal
Asset Management, Cincinnati