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, Cincinnati - West
Tara N. Adams, CTFA

Tara N. Adams, CTFA

Vice President of Trust Services, Senior Trust Officer, Principal
Family Office Services, Trust Company, Cincinnati - West
Bryan J. Andress, CFA

Bryan J. Andress, CFA

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

Eric J. Bachus, CFA

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

Michael D. Barnes, Esq., CTFA

President of Trust Company, Principal
Charitable Services, Family Office Services, Trust Company, Cincinnati - West
Daniel A. Barnett, CFA

Daniel A. Barnett, CFA

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

Joshua B. Basinger, Esq., CTFA

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

Danielle O. Batchelder

Trust Associate
Trust Company, Cincinnati - West
Karen M. Bauer

Karen M. Bauer

Client Support Assistant
Family Office Services, Cincinnati - Kenwood
Alex J. Bey, CFA

Alex J. Bey, CFA

Client Portfolio Specialist
Asset Management, Cincinnati - West
Jacob D. Bick

Jacob D. Bick

Fund Services Representative
Asset Management, Charitable Services, Cincinnati - West
Scott J. Bischoff, IACCP®

Scott J. Bischoff, IACCP®

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

Lesa R. Bishop

Client Support Assistant
Wealth Management, Columbus
Christian J. Brandetsas, CFP®

Christian J. Brandetsas, CFP®

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

Fred A. Brink, CFA, CFP®

President of Johnson Asset Management, Principal
Asset Management, Executive Leadership, Cincinnati - West
Simon T. Buchman, CFP®

Simon T. Buchman, CFP®

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

Gwendelyn K. Burke, CFP®

Portfolio Manager Assistant
Wealth Management, Cincinnati - West
Mary P. Burns, Esq.

Mary P. Burns, Esq.

Vice President of Estate Planning, Senior Trust Counsel, Principal
Trust Company, Cincinnati - West
Drake A. Burris

Drake A. Burris

Portfolio Manager Assistant
Family Office Services, 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
Wealth Management, Cincinnati - West
Cameron E. Byers

Cameron E. Byers

Digital Marketing Associate
Marketing, Cincinnati - West
Karen S. Byrd

Karen S. Byrd

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

Joseph P. Carlo, CFP®

Portfolio Manager Assistant
Wealth Management, Cincinnati - West
Tina A. Carpenter

Tina A. Carpenter

Client Support Assistant
Wealth Management, Cincinnati - West
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

Emilia J. Connor-Brady

Credit Analyst
Asset Management, Research, Cincinnati - West
Jeffrey P. Cornell, CFA

Jeffrey P. Cornell, CFA

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

Amy K. Cumbow

Client Support Assistant
Wealth Management, Cincinnati - West
Kristen S. Curtiss, CFA

Kristen S. Curtiss, CFA

Research Analyst
Asset Management, Research, Cincinnati - West
Dionne D. Deck

Dionne D. Deck

Client Support Assistant
Wealth Management, Cincinnati - West
Danielle R. DePew

Danielle R. DePew

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

Rebecca J. Desch

Creative Marketing Manager
Marketing, Cincinnati - West
Charley Doherty, CFP®

Charley Doherty, CFP®

Portfolio Manager Assistant
Wealth Management, Metro Detroit
Carrie A. Dunfee

Carrie A. Dunfee

Senior Operations Associate
Operations, Cincinnati - West
Ryan W. Easter, PMP®

Ryan W. Easter, PMP®

Director of Operations and Information Technology, Principal
Information Systems, Operations, Cincinnati - West
Donald R. W. Ennis

Donald R. W. Ennis

Portfolio Manager Assistant
Wealth Management, Cincinnati - West
Melissa R. Evans

Melissa R. Evans

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

Jason M. Farler, CFA

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

Jacob M. Farwick

Portfolio Manager Assistant
Wealth Management, 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

T. Patrick Foy

Portfolio Manager Assistant
Wealth Management, Columbus
Katie E. Galbraith

Katie E. Galbraith

Senior Operations Associate
Operations, Cincinnati - West
Trinity M. Garrett, CTFA

Trinity M. Garrett, CTFA

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

Timothy C. Gehner, CFA, CFP®

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

Christopher H. Godby, CFA

Senior Research Analyst
Asset Management, Research, Cincinnati - West
Justin Goldstein, CAIA

Justin Goldstein, CAIA

Director, Intermediaries & Client Service
Asset Management, New York
Ann B. Grimaldi

Ann B. Grimaldi

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

Daniel P. Gusty, CFP®, CPA (Inactive)

Managing Director of Central Ohio Market, Principal
Family Office Services, Wealth Management, Columbus
Jennifer R. Hanselman

Jennifer R. Hanselman

Client Support Assistant
Wealth Management, Dayton
Anita L. Harney

Anita L. Harney

Trust Associate
Trust Company, Cincinnati - Kenwood
Joseph A. Henderson, CLU®, CFP®

Joseph A. Henderson, CLU®, CFP®

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

Sandy F. Himmelsbach, CFP®

Portfolio Manager
Wealth Management, Cincinnati - West
Steve Horn

Steve Horn

Facilities & Office Services
Human Resources, Cincinnati - West
Jamie L. Horn (m. Ritter)

Jamie L. Horn (m. Ritter)

Director of Marketing, Shareholder/Principal
Marketing, Cincinnati - West
James C. Hunter, CFA, CFP®, AIF®

James C. Hunter, CFA, CFP®, AIF®

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

Jason O. Jackman, CFA

President, Principal
Asset Management, Executive Leadership, Cincinnati - West
Timothy E. Johnson, Ph.D.

Timothy E. Johnson, Ph.D.

Chairman, Principal
Executive Leadership, Cincinnati - West
Dalena M. Johnson

Dalena M. Johnson

Client Support Assistant
Wealth Management, Cincinnati - West
Michael S. Jordan, CFA, CFP®

Michael S. Jordan, CFA, CFP®

Managing Director, Principal
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

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

Michele M. Kaye

Client Support Assistant
Wealth Management, Cleveland - Akron
Lindsay J. Keith, CTFA

Lindsay J. Keith, CTFA

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, Cincinnati - West
Maxwell D. Klett

Maxwell D. Klett

Portfolio Manager Assistant
Wealth Management, Cincinnati - West
M. Deneé Kochersperger

M. Deneé Kochersperger

Portfolio Manager Assistant
Wealth Management, 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, Cincinnati - West
Anthony C. Kure, CFP®

Anthony C. Kure, CFP®

Managing Director of Northeastern Ohio Market, Principal
Wealth Management, Cleveland - Akron
Brian T. Kute, CFA

Brian T. Kute, CFA

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

Roberta Williams Laker

Office Services Coordinator
Human Resources, Cincinnati - Kenwood
Connie R. Lawless

Connie R. Lawless

Client Support Assistant
Wealth Management, Cincinnati - West
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, Wealth Management, Cincinnati - West
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
Human Resources, Cincinnati - West
Joshua S. Lloyd

Joshua S. Lloyd

Operations Associate
Operations, Cleveland - Akron
Elyse D. Luecke

Elyse D. Luecke

Client Support 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
Family Office Services, Cincinnati - Kenwood
Kathleen H. Mahdasian

Kathleen H. Mahdasian

Senior Marketing Associate
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
Asset Management, Research, Cincinnati - West
Laura R. Mattern, CFA, CFP®

Laura R. Mattern, CFA, CFP®

Portfolio Manager
Wealth Management, Cincinnati - West
Jonathan M. McEvoy, CFP®, AIF®

Jonathan M. McEvoy, CFP®, AIF®

Senior Portfolio Manager, Pricipal
Wealth Management, Cincinnati - West
Michelle L. McGinnis

Michelle L. McGinnis

Client Support Assistant
Asset Management, Cincinnati - West
Steven J. Mette

Steven J. Mette

Fund Services Representative
Asset Management, Mutual Funds, Cincinnati - West
Treven A. Mitchell

Treven A. Mitchell

Equity Research Associate
Asset Management, Research, Cincinnati - West
Carolyn J. Moeller

Carolyn J. Moeller

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

Maxwell T. Monk, CFA

Portfolio Manager
Wealth Management, Cincinnati - West
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, Cincinnati - West
Lisa R. Oliverio, CPA

Lisa R. Oliverio, CPA

Director of Finance, Principal
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 Account Administrator
Asset Management, Cincinnati - West
Previn C. Pandey, MFE

Previn C. Pandey, MFE

Equity Research Associate
Asset Management, Research, Cincinnati - West
Tina M. Panzeca

Tina M. Panzeca

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

Bret H. Parrish, CFA

President of Private Client Group, Principal
Executive Leadership, Family Office Services, Wealth Management, 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, Cincinnati - West
Brandon R. Plumb, CFP®

Brandon R. Plumb, CFP®

Portfolio Manager Assistant
Wealth Management, Cleveland - Akron
Leah B. Quortrup, CTFA

Leah B. Quortrup, CTFA

Associate Trust Officer
Trust Company, Cincinnati - West
Joseph K. Radigan, CFP®

Joseph K. Radigan, CFP®

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

Antonio R. Ramsey

Operations Associate
Operations, Cincinnati - West
Lia V. Reece

Lia V. Reece

Portfolio Manager Assistant
Wealth Management, Cincinnati - West
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
Anita L. Ridener

Anita L. Ridener

Receptionist
Human Resources, Cincinnati - West
Charles E. Rinehart, CFA, CAIA

Charles E. Rinehart, CFA, CAIA

Chief Investment Officer, Principal
Asset Management, Cincinnati - West
Pamela A. Rogers

Pamela A. Rogers

Receptionist
Human Resources, Cincinnati - West
Justin T. Rowden, CFP®

Justin T. Rowden, CFP®

Portfolio Manager
Wealth Management, Dayton
Vincent L. Russell

Vincent L. Russell

Managing Director of Dayton Market, Principal
Wealth Management, Dayton
Elizabeth R. Schaefer, CIMA®

Elizabeth R. Schaefer, CIMA®

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

Lauren E.Simon

Client Support Assistant
Family Office Services, Cincinnati - Kenwood
Priya Sivagnanam

Priya Sivagnanam

Portfolio Manager Assistant
Wealth Management, Columbus
Alex J. Snyder

Alex J. Snyder

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

Diane M. Spitznagel, Esq., CTFA

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

Michael G. Stanis, CFA, CFP®

Senior Portfolio Manager, P&G Retirement Plans Director, Principal
Wealth Management, Cincinnati - West
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 - West
David Q. Theobald, CFA

David Q. Theobald, CFA

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

Michael R. Timm, CFA, CFP®

Portfolio Manager
Wealth Management, Columbus
Tamara L. Truman

Tamara L. Truman

Marketing Assistant
Marketing, Cincinnati - West
Irene Tsai, CFA, CFP®, ChFC®, CLU®

Irene Tsai, CFA, CFP®, ChFC®, CLU®

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

Christopher A. Tschieder, CFP®

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati - West
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
Trust Company, Cincinnati - West
M. Jay Wertz, CAP®, CFP®

M. Jay Wertz, CAP®, CFP®

Senior Managing Director of Wealth Management Services, Principal
Wealth Management, Cincinnati - West
Alex Wertz, CFP®

Alex Wertz, CFP®

Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
Joseph P. White, CFA, CFP®

Joseph P. White, CFA, CFP®

Associate Portfolio Manager
Wealth Management, Dayton
James M. Wineland, CFP®, CIMA®, AIF®

James M. Wineland, CFP®, CIMA®, AIF®

Portfolio Manager
Wealth Management, Cleveland - Akron
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®

Scott Wyckoff, CFA, CFP®

Managing Director, Principal
Family Office Services, Cincinnati - West
Christy A. Yost

Christy A. Yost

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

Matthew J. Yung, CFA, CFP®

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

Brandon A. Zureick, CFA

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