A-Z Directory
Joseph R. Abbott, CFA
Senior Research Analyst
Asset Management, Research, Cincinnati - West
Julie S. Ackerman
Client Support Assistant
Wealth Management, Cincinnati - West
Tara N. Adams, CTFA
Vice President of Trust Services, Senior Trust Officer, Principal
Family Office Services, Trust Company, Cincinnati - West
Bryan J. Andress, CFA
Senior Research Analyst
Asset Management, Research, Cincinnati - West
Eric J. Bachus, CFA
Associate Portfolio Manager
Family Office Services, Cincinnati - Kenwood
Michael D. Barnes, Esq., CTFA
President of Trust Company, Principal
Charitable Services, Family Office Services, Trust Company, Cincinnati - West
Daniel A. Barnett, CFA
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati - West
Joshua B. Basinger, Esq., CTFA
Manager of Trust Services, Senior Trust Officer
Trust Company, Cincinnati - West
Danielle O. Batchelder
Trust Associate
Trust Company, Cincinnati - West
Karen M. Bauer
Client Support Assistant
Family Office Services, Cincinnati - Kenwood
Alex J. Bey, CFA
Client Portfolio Specialist
Asset Management, Cincinnati - West
Jacob D. Bick
Fund Services Representative
Asset Management, Charitable Services, Cincinnati - West
Scott J. Bischoff, IACCP®
Chief Compliance Officer, Principal
Compliance, Cincinnati - West
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®
President of Johnson Asset Management, Principal
Asset Management, Executive Leadership, Cincinnati - West
Simon T. Buchman, CFP®
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati - West
Gwendelyn K. Burke, CFP®
Portfolio Manager Assistant
Wealth Management, Cincinnati - West
Mary P. Burns, Esq.
Vice President of Estate Planning, Senior Trust Counsel, Principal
Trust Company, Cincinnati - West
Drake A. Burris
Portfolio Manager Assistant
Family Office Services, Cincinnati - West
Alethea Teh Busken, Esq.
Trust Counsel
Trust Company, Cincinnati - West
Brian A. Butt, CFA
Managing Director, Principal
Wealth Management, Cincinnati - West
Cameron E. Byers
Digital Marketing Associate
Marketing, Cincinnati - West
Karen S. Byrd
Client Support Assistant
Wealth Management, Cincinnati - West
Joseph P. Carlo, CFP®
Portfolio Manager Assistant
Wealth Management, Cincinnati - West
Tina A. Carpenter
Client Support Assistant
Wealth Management, Cincinnati - West
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 - West
Emilia J. Connor-Brady
Credit Analyst
Asset Management, Research, Cincinnati - West
Jeffrey P. Cornell, CFA
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati - West
Amy K. Cumbow
Client Support Assistant
Wealth Management, Cincinnati - West
Kristen S. Curtiss, CFA
Research Analyst
Asset Management, Research, Cincinnati - West
Dionne D. Deck
Client Support Assistant
Wealth Management, Cincinnati - West
Danielle R. DePew
Human Resources Coordinator
Human Resources, Cincinnati - West
Rebecca J. Desch
Creative Marketing Manager
Marketing, Cincinnati - West
Charley Doherty, CFP®
Portfolio Manager Assistant
Wealth Management, Metro Detroit
Carrie A. Dunfee
Senior Operations Associate
Operations, Cincinnati - West
Ryan W. Easter, PMP®
Director of Operations and Information Technology, Principal
Information Systems, Operations, Cincinnati - West
Donald R. W. Ennis
Portfolio Manager Assistant
Wealth Management, Cincinnati - West
Melissa R. Evans
Client Support Assistant
Wealth Management, Cincinnati - West
Jason M. Farler, CFA
Senior Managing Director of Johnson Family Office Services, Principal
Family Office Services, Cincinnati - Kenwood
Jacob M. Farwick
Portfolio Manager Assistant
Wealth Management, Dayton
Marc E. Figgins
Director of Fund Services
Asset Management, Mutual Funds, Cincinnati - West
Emily M. Fox, CAIA
Senior 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 - West
Trinity M. Garrett, CTFA
Associate Trust Officer
Trust Company, Cincinnati - West
Timothy C. Gehner, CFA, CFP®
Senior Managing Director of Wealth Management Services, Principal
Wealth Management, Cincinnati - West
Christopher H. Godby, CFA
Senior Research Analyst
Asset Management, Research, Cincinnati - West
Justin Goldstein, CAIA
Director, Intermediaries & Client Service
Asset Management, New York
Ann B. Grimaldi
Operations Associate
Operations, Cincinnati - West
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
Anita L. Harney
Trust Associate
Trust Company, Cincinnati - Kenwood
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 - West
Steve Horn
Facilities & Office Services
Human Resources, Cincinnati - West
Jamie L. Horn (m. Ritter)
Director of Marketing, Shareholder/Principal
Marketing, Cincinnati - West
James C. Hunter, CFA, CFP®, AIF®
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati - West
Jason O. Jackman, CFA
President, Principal
Asset Management, Executive Leadership, Cincinnati - West
Timothy E. Johnson, Ph.D.
Chairman, Principal
Executive Leadership, Cincinnati - West
Dalena M. Johnson
Client Support Assistant
Wealth Management, Cincinnati - West
Michael S. Jordan, CFA, CFP®
Managing Director, Principal
Family Office Services, Cincinnati - Kenwood
William E. Jung, CFA
Senior Research Analyst, Principal
Asset Management, Research, Cincinnati - West
Zachary A. Kaufman
Systems Analyst
Information Systems, Cincinnati - West
Michele M. Kaye
Client Support Assistant
Wealth Management, Cleveland - Akron
Lindsay J. Keith, CTFA
Trust Officer
Trust Company, Cleveland - Akron
Jennifer J. Kelhoffer
Fund Administration & Compliance Associate
Asset Management, Compliance, Cincinnati - West
Emma K. Kellerman
Portfolio Manager Assistant
Wealth Management, Cincinnati - West
Maxwell D. Klett
Portfolio Manager Assistant
Wealth Management, Cincinnati - West
M. Deneé Kochersperger
Portfolio Manager Assistant
Wealth Management, Dayton
Patricia L. Kohlmorgen
Trust Compliance & Operations Associate
Trust Company, Cincinnati - West
Andrew M. Kucia, CFP®
Portfolio Manager
Wealth Management, Cincinnati - West
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 - West
Roberta Williams Laker
Office Services Coordinator
Human Resources, Cincinnati - Kenwood
Connie R. Lawless
Client Support Assistant
Wealth Management, Cincinnati - West
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, Wealth Management, Cincinnati - West
April C. Leygraaf
Systems Analyst
Information Systems, Cincinnati - West
Steven J. Linder, CCP®
Senior Managing Director of Human Resources, Principal
Human Resources, Cincinnati - West
Joshua S. Lloyd
Operations Associate
Operations, Cleveland - Akron
Elyse D. Luecke
Client Support Assistant
Asset Management, Cincinnati - West
Evette Maddox, SHRM-CP®
Human Resources Generalist
Human Resources, Cincinnati - West
Chad R. Maggard, CFA
Managing Director, Principal
Family Office Services, Cincinnati - Kenwood
Kathleen H. Mahdasian
Senior Marketing Associate
Marketing, Columbus
Lori A. Marshall
Facilities/Office Manager
Human Resources, Cincinnati - West
R. Ryan Martin, CFA
Portfolio Manager
Asset Management, Research, Cincinnati - West
Laura R. Mattern, CFA, CFP®
Portfolio Manager
Wealth Management, Cincinnati - West
Jonathan M. McEvoy, CFP®, AIF®
Senior Portfolio Manager, Pricipal
Wealth Management, Cincinnati - West
Michelle L. McGinnis
Client Support Assistant
Asset Management, Cincinnati - West
Steven J. Mette
Fund Services Representative
Asset Management, Mutual Funds, Cincinnati - West
Treven A. Mitchell
Equity Research Associate
Asset Management, Research, Cincinnati - West
Carolyn J. Moeller
Client Support Assistant
Wealth Management, Cincinnati - West
Maxwell T. Monk, CFA
Portfolio Manager
Wealth Management, Cincinnati - West
Dean A. Moulas, CFA
Managing Director, Principal
Family Office Services, Cincinnati - Kenwood
Nathan D. Nichols
Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
Tori D. O'Leary
Client Support Assistant
Wealth Management, Cincinnati - West
Lisa R. Oliverio, CPA
Director of Finance, Principal
Corporate Finance, Cincinnati - West
Erica M.L. Osborn
Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
Margaret J. Palmer
Senior Account Administrator
Asset Management, Cincinnati - West
Previn C. Pandey, MFE
Equity Research Associate
Asset Management, Research, Cincinnati - West
Tina M. Panzeca
Client Support Assistant
Wealth Management, Cincinnati - West
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 - West
Zachary J. Pierson, CFP®
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati - West
Brandon R. Plumb, CFP®
Portfolio Manager Assistant
Wealth Management, Cleveland - Akron
Leah B. Quortrup, CTFA
Associate Trust Officer
Trust Company, Cincinnati - West
Joseph K. Radigan, CFP®
Director of Northeastern Ohio Market, Senior Portfolio Manager, Principal
Wealth Management, Cleveland - Akron
Antonio R. Ramsey
Operations Associate
Operations, Cincinnati - West
Lia V. Reece
Portfolio Manager Assistant
Wealth Management, Cincinnati - West
Michelle L. Richard
Client Support Assistant
Wealth Management, Dayton
Deanna M. Richter
Client Support Assistant
Family Office Services, Cincinnati - Kenwood
Anita L. Ridener
Receptionist
Human Resources, Cincinnati - West
Charles E. Rinehart, CFA, CAIA
Chief Investment Officer, Principal
Asset Management, Cincinnati - West
Pamela A. Rogers
Receptionist
Human Resources, Cincinnati - West
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®
Senior Portfolio Manager, Principal
Wealth Management, Dayton
Benjamin J. Schwartz
Associate Systems Administrator
Information Systems, Cincinnati - West
R. Maria Seda
Senior Corporate Finance Associate
Corporate Finance, Cincinnati - West
Kathy B. Sias
Risk Officer
Compliance, Cincinnati - West
Joel D. Siefert, CFA
Senior Portfolio Manager, Principal
Wealth Management, Dayton
Lauren E.Simon
Client Support Assistant
Family Office Services, Cincinnati - Kenwood
Priya Sivagnanam
Portfolio Manager Assistant
Wealth Management, Columbus
Alex J. Snyder
Portfolio Manager Assistant
Wealth Management, Cincinnati - West
Diane M. Spitznagel, Esq., CTFA
Trust Officer
Trust Company, Cincinnati - West
Michael G. Stanis, CFA, CFP®
Senior Portfolio Manager, P&G Retirement Plans Director, Principal
Wealth Management, Cincinnati - West
Michelle K. Stroh, CFA, CFP®
Senior Portfolio Manager, Principal
Wealth Management, Columbus
Sharon G. Tallman, CFP®
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati - West
David Q. Theobald, CFA
Senior Portfolio Manager, Principal
Asset Management, Research, Cincinnati - West
Michael R. Timm, CFA, CFP®
Portfolio Manager
Wealth Management, Columbus
Tamara L. Truman
Marketing Assistant
Marketing, Cincinnati - West
Irene Tsai, CFA, CFP®, ChFC®, CLU®
Director, Intermediaries & Client Service
Asset Management, Cincinnati - West
Christopher A. Tschieder, CFP®
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati - West
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
Trust Company, Cincinnati - West
M. Jay Wertz, CAP®, CFP®
Senior Managing Director of Wealth Management Services, Principal
Wealth Management, Cincinnati - West
Alex Wertz, CFP®
Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
Joseph P. White, CFA, CFP®
Associate Portfolio Manager
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
Jacqueline R. Wright, FPC
Corporate Accountant
Corporate Finance, Cincinnati - West
Scott Wyckoff, CFA, CFP®
Managing Director, Principal
Family Office Services, Cincinnati - West
Christy A. Yost
Equity Trader
Operations, Research, Cincinnati - West
Matthew J. Yung, CFA, CFP®
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati - West
Brandon A. Zureick, CFA
Director & Portfolio Manager, Principal
Asset Management, Cincinnati - West