A-Z Directory
Joseph R. Abbott
Research Associate
Research, Asset Management, Cincinnati
Julie S. Ackerman
Client Support Assistant
Wealth Management, Cincinnati
Tara N. Adams, CTFA
Vice President of Trust Services, Senior Trust Officer and Compliance Specialist
Trust Company, Family Office Services, Cincinnati
Holli J. Alexander
Chief Operating Officer
Firm Leadership, Operations, Cincinnati
Bryan J. Andress
Research Analyst
Research, Asset Management, Cincinnati
Sandy F. Appel, CFP®
Associate Portfolio Manager
Wealth Management, Cincinnati
Eric J. Bachus
Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
Michael D. Barnes, Esq., CTFA
President, Principal
Charitable Services, Trust Company, Family Office Services, Cincinnati
Daniel A. Barnett, CFA
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Skye Barry, CFA
Portfolio Manager
Wealth Management, Cincinnati
Joshua B. Basinger, Esq.
Manager of Trust Services, Senior Trust Officer
Trust Company, Cincinnati
Karen M. Bauer
Client Support Assistant
Family Office Services, Cincinnati - Kenwood
Alex J. Bey, CFA
Portfolio Specialist
Asset Management, Cincinnati
Scott J. Bischoff
Chief Compliance Officer, Principal
Firm Leadership, Compliance, Cincinnati
Lesa R. Bishop
Client Support Assistant
Wealth Management, Columbus
Christian J. Brandetsas
Portfolio Manager Assistant
Wealth Management, Cleveland - Akron
Fred A. Brink, CFA, CFP®
Managing Director, Senior Portfolio Manager
Asset Management, Wealth Management, Cincinnati
Sharecca D. Britt
Trust Associate
Trust Company, Cincinnati
Diane K. Buchanan
Risk Associate
Compliance, Cincinnati
Simon T. Buchman, CFP®
Portfolio Manager
Wealth Management, Cincinnati
Mary P. Burns, Esq.
Trust Counsel
Trust Company, Cincinnati
Brian A. Butt, CFA
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Gabrielle N. Calderone
Portfolio Manager Assistant
Wealth Management, Cincinnati
Joseph P. Carlo
Portfolio Manager Assistant
Wealth Management, Cincinnati
David A. Christian
Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
Dale H. Coates, CFA
Vice President, Principal
Asset Management, Cincinnati
Jeffrey P. Cornell, CFA
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Amy K. Cumbow
Client Support Assistant
Wealth Management, Cincinnati
Rebecca J. Desch
Marketing Associate
Marketing, Cincinnati
Carrie A. Dunfee
Senior Operations Associate
Operations, Cincinnati
Megan D. Eberhart, CFA
Associate Portfolio Manager
Wealth Management, Columbus
Joseph S. Edelstein, CFA
Research Analyst
Research, Asset Management, Cincinnati
Jason M. Farler, CFA
Managing Director
Family Office Services, Cincinnati - Kenwood
Marc E. Figgins
Director of Fund Services
Asset Management, Mutual Funds, Cincinnati
Emily M. Fox, CAIA
Director of Institutional Sales
Asset Management, Cincinnati
Katie E. Galbraith
Senior Operations Associate
Operations, Cincinnati
Trinity M. Garrett
Senior Trust Associate
Trust Company, Cincinnati
Timothy C. Gehner, CFA, CFP®
Managing Director, Johnson Wealth Management
Wealth Management, Cincinnati
Christopher H. Godby, CFA
Research Analyst
Research, Asset Management, Cincinnati
Adele C. Grout
Portfolio Manager Assistant
Family Office Services, Wealth Management, Cincinnati
Daniel P. Gusty, CPA, CFP®
Director of Columbus Market, Portfolio Manager
Wealth Management, Columbus
Jennifer R. Hanselman
Client Support Assistant
Wealth Management, Dayton
Lisa S. Harms
Client Support Assistant
Wealth Management, Cincinnati
Michael E. Hoover
Director of Institutional Sales & Client Service
Asset Management, 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, Firm Leadership, Cincinnati
Timothy E. Johnson, Ph.D.
Chairman, Principal
Firm Leadership, Cincinnati
Michael S. Jordan, CFA, CFP®
Managing Director
Family Office Services, Cincinnati - Kenwood
William E. Jung, CFA
Research Analyst
Research, Asset Management, Cincinnati
Jennifer L. Junk
Receptionist
Human Resources, Cincinnati - Kenwood
Michele M. Kaye
Client Support Assistant
Wealth Management, Cleveland - Akron
Gwendelyn S. Keihl
Operations Associate
Operations, Cincinnati
Lindsay J. Keith
Trust Officer
Trust Company, Cleveland - Akron
Jennifer J. Kelhoffer
Fund Administration & Compliance Associate
Compliance, Asset Management, Cincinnati
M. Deneé Kochersperger
Portfolio Manager Assistant
Wealth Management, Dayton
Patricia L. Kohlmorgen
Trust Compliance & Operations Associate
Trust Company, Cincinnati
Maureen S. Kolkmeyer
Receptionist
Human Resources, Cincinnati
Andrew M. Kucia
Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
Anthony C. Kure, CFP®
Director of Northeastern Ohio Market, Portfolio Manager
Wealth Management, Cleveland - Akron
Brian T. Kute, CFA
Director of Research, Senior Portfolio Manager, Principal
Research, Asset Management, Cincinnati
Roberta Williams Laker
Receptionist
Human Resources, Cincinnati - Kenwood
Kimberly A. Lammers
Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
Ronald W. Larkin
Facilities Associate
Human Resources, Cincinnati
Connie R. Lawless
Client Support Assistant
Wealth Management, Cincinnati
Michael C. Leisring, CFA
Director of Fixed Income, Principal
Asset Management, Cincinnati
Maria L. Leonhardt
Client Support Assistant
Family Office Services, Cincinnati - Kenwood
Jarett T. Levitsky, CFP®
Managing Director, Johnson Wealth Management
Wealth Management, Cincinnati
Michelle L. Lind
Trust Administrative Assistant
Trust Company, Cincinnati
Steven J. Linder
Director of Human Resources, Principal
Human Resources, Cincinnati
Tina A. Lowry
Client Support Assistant
Access, Cincinnati
Elyse D. Luecke
Operations Associate
Operations, Cincinnati
Evette Maddox
Human Resources Assistant
Human Resources, Cincinnati
Chad R. Maggard, CFA
Managing Director
Family Office Services, Cincinnati - Kenwood
Kathleen H. Mahdasian
Client Support Assistant
Wealth Management, Columbus
Lori A. Marshall
Office Services Coordinator
Human Resources, Cincinnati
R. Ryan Martin, CFA
Fixed Income Trader & Analyst
Research, Asset Management, Cincinnati
Jill R. Matsuda
Administrative Assistant
Asset Management, Cincinnati
Laura R. Mattern, CFA
Portfolio Manager Assistant
Wealth Management, Cincinnati
Jonathan M. McEvoy, CFP®
Portfolio Manager
Wealth Management, Cincinnati
Steven J. Mette
Fund Services Representative
Asset Management, Mutual Funds, Cincinnati
Anthony J. Miliano
Associate Portfolio Manager
Family Office Services, Cincinnati - Kenwood
Carolyn J. Moeller
Client Support Assistant
Wealth Management, Cincinnati
Maxwell T. Monk, CFA
Associate Portfolio Manager
Access, Wealth Management, Cincinnati
Bradley P. Morrissey
Research Associate
Research, Asset Management, Cincinnati
Dean A. Moulas, CFA
Managing Director
Family Office Services, Cincinnati - Kenwood
Lisa R. Oliverio, CPA
Controller
Operations, Cincinnati
David M. Ostmann
Operations Associate
Asset Management, Cincinnati
Margaret J. Palmer
Account Administrator
Asset Management, Cincinnati
Tina M. Panzeca
Client Support Assistant
Wealth Management, Cincinnati
Bret H. Parrish, CFA
Chief Investment Officer of Equities, Senior Managing Director
Family Office Services, Firm Leadership, Cincinnati - Kenwood
Zachary J. Pierson, CFP®
Portfolio Manager
Wealth Management, Cincinnati
Leah B. Quortrup
Trust Associate
Trust Company, Cincinnati
Joseph K. Radigan, CFP®
Director of Northeastern Ohio Market, Portfolio Manager
Wealth Management, Cleveland - Akron
John C. Riazzi, CFA
Portfolio Manager
Wealth Management, Dayton
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
Managing Director
Family Office Services, Cincinnati - Kenwood
Jamie L. Ritter
Marketing Manager
Marketing, Cincinnati
Domingo D. Robles, CTFA
Senior Trust Associate
Trust Company, Cincinnati
Justin T. Rowden, CFP®
Associate Portfolio Manager
Access, Wealth Management, Dayton
Vincent L. Russell
Director of Dayton Market, Senior Portfolio Manager, Principal
Wealth Management, Dayton
Elizabeth R. Schaefer, CIMA®
Portfolio Manager
Wealth Management, Dayton
R. Maria Seda
Business Operations Assistant
Operations, 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, Cincinnati
Diane M. Spitznagel, Esq.
Trust Officer
Trust Company, Cincinnati
Michael G. Stanis, CFA, CFP®
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Michelle K. Stroh, CFA, CFP®
Senior Portfolio Manager, Principal
Wealth Management, Columbus
Susan K. Koenig
Receptionist
Human Resources, Cincinnati
Sharon G. Tallman, CFP®
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Aaron C. Taylor, CFA
Research Analyst
Research, Asset Management, Cincinnati
David Q. Theobald, CFA
Fixed Income Portfolio Manager
Asset Management, Research, Cincinnati
Pam J. Thompson
Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
Michael R. Timm
Associate Portfolio Manager
Wealth Management, Columbus
Tamara L. Truman
Receptionist
Human Resources, Cincinnati
Irene Tsai, CFA, CFP®, ChFC®, CLU®
Director, Intermediaries & Client Service
Asset Management, Cincinnati
Christopher A. Tschieder, CFP®
Portfolio Manager
Wealth Management, Cincinnati
Nicole Utz
Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
Lia V. Vissing
Operations Associate
Operations, Cincinnati
J. Christine Warren, Esq.
Trust Counsel
Trust Company, Cincinnati
M. Jay Wertz, CFP®
Managing Director, Johnson Wealth Management
Wealth Management, Cincinnati
Joseph P. White
Portfolio Manager Assistant
Wealth Management, Dayton
George Wong, CFA
Associate Portfolio Manager
Family Office Services, Cincinnati - Kenwood
Scott Wyckoff, CFA, CFP®
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Christy A. Yost
Equity Trader
Research, Operations, Cincinnati
Matthew J. Yung, CFA, CFP®
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Brandon A. Zureick, CFA
Fixed Income Portfolio Manager, Portfolio Strategist, Principal
Asset Management, Cincinnati