A-Z Directory

Joseph R. Abbott

Joseph R. Abbott

Research Analyst
Asset Management, Research, Cincinnati
Julie S. Ackerman

Julie S. Ackerman

Client Support Assistant
Wealth Management, Cincinnati
Tara N. Adams, CTFA

Tara N. Adams, CTFA

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

Bryan J. Andress, CFA

Research Analyst
Asset Management, Research, Cincinnati
Eric J. Bachus, CFA

Eric J. Bachus, CFA

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

Michael D. Barnes, Esq., CTFA

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

Daniel A. Barnett, CFA

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Skye Barry, CFA, CFP®

Skye Barry, CFA, CFP®

Portfolio Manager
Family Office Services, Cincinnati
Joshua B. Basinger, Esq., CTFA

Joshua B. Basinger, Esq., CTFA

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

Danielle O. Batchelder

Trust Associate
Trust Company, Cincinnati
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
Jacob D. Bick

Jacob D. Bick

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

Scott J. Bischoff, IACCP®

Chief Compliance Officer, Principal
Compliance, Cincinnati
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®

Managing Director, Senior Portfolio Manager, Principal
Asset Management, Executive Leadership, Cincinnati
Simon T. Buchman, CFP®

Simon T. Buchman, CFP®

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Mary P. Burns, Esq.

Mary P. Burns, Esq.

Vice President of Estate Planning, Trust Counsel, Principal
Trust Company, Cincinnati
Brian A. Butt, CFA

Brian A. Butt, CFA

Managing Director, Principal
Wealth Management, Cincinnati
Karen S. Byrd

Karen S. Byrd

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

Joseph P. Carlo, CFP®

Portfolio Manager Assistant
Wealth Management, Cincinnati
Tina A. Carpenter

Tina A. Carpenter

Trust Counsel Assistant
Trust Company, Cincinnati
David A. Christian, CFA, CFP®

David A. Christian, CFA, CFP®

Associate Portfolio Manager
Family Office Services, Cincinnati - Kenwood
Dale H. Coates, CFA

Dale H. Coates, CFA

Vice President, Principal
Asset Management, Cincinnati
Emilia J. Connor

Emilia J. Connor

Credit Analyst and Trader
Asset Management, Cincinnati
Jeffrey P. Cornell, CFA

Jeffrey P. Cornell, CFA

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

Amy K. Cumbow

Client Support Assistant
Wealth Management, Cincinnati
Kristen S. Curtiss

Kristen S. Curtiss

Fixed Income Taxable Trader
Asset Management, Cincinnati
Danielle R. DePew

Danielle R. DePew

Human Resources Assistant
Human Resources, Cincinnati
Rebecca J. Desch

Rebecca J. Desch

Senior Marketing Associate
Marketing, Cincinnati
Charley Doherty, CFP®

Charley Doherty, CFP®

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

Carrie A. Dunfee

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

Ryan W. Easter, PMP®

Director of Operations and Information Technology, Principal
Information Systems, Operations, Cincinnati
Megan D. Eberhart, CFA

Megan D. Eberhart, CFA

Portfolio Manager
Wealth Management, Columbus
Joseph S. Edelstein, CFA

Joseph S. Edelstein, CFA

Research Analyst
Asset Management, Research, Cincinnati
Jason M. Farler, CFA

Jason M. Farler, CFA

Senior Managing Director of Johnson Family Office Services, Principal
Family Office Services, Cincinnati - Kenwood
Marc E. Figgins

Marc E. Figgins

Director of Fund Services
Asset Management, Mutual Funds, Cincinnati
Emily M. Fox, CAIA

Emily M. Fox, CAIA

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
Trinity M. Garrett, CTFA

Trinity M. Garrett, CTFA

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

Timothy C. Gehner, CFA, CFP®

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

Christopher H. Godby, CFA

Research Analyst
Asset Management, Research, Cincinnati
Ann B. Grimaldi

Ann B. Grimaldi

Trust Associate
Trust Company, Cincinnati
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
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
James C. Hunter, CFA, CFP®, AIF®

James C. Hunter, CFA, CFP®, AIF®

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

Jason O. Jackman, CFA

President, Chief Investment Officer, Principal
Asset Management, Executive Leadership, Cincinnati
Timothy E. Johnson, Ph.D.

Timothy E. Johnson, Ph.D.

Chairman, Principal
Executive Leadership, Cincinnati
Dalena M. Johnson

Dalena M. Johnson

Client Support Assistant
Wealth Management, Cincinnati
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

Research Analyst
Asset Management, Research, Cincinnati
Jennifer L. Junk

Jennifer L. Junk

Receptionist
Human Resources, Cincinnati - Kenwood
Zachary A. Kaufman

Zachary A. Kaufman

Systems Analyst
Information Systems, Cincinnati
Michele M. Kaye

Michele M. Kaye

Client Support Assistant
Wealth Management, Cleveland - Akron
Gwendelyn S. Keihl, CFP®

Gwendelyn S. Keihl, CFP®

Portfolio Manager Assistant
Wealth Management, Cincinnati
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
Maxwell D. Klett

Maxwell D. Klett

Portfolio Manager Assistant
Wealth Management, Cincinnati
M. Deneé Kochersperger

M. Deneé Kochersperger

Portfolio Manager Assistant
Wealth Management, Dayton
Susan K. Koenig

Susan K. Koenig

Receptionist
Human Resources, Cincinnati
Patricia L. Kohlmorgen

Patricia L. Kohlmorgen

Trust Compliance & Operations Associate
Trust Company, Cincinnati
Andrew M. Kucia, CFP®

Andrew M. Kucia, CFP®

Associate Portfolio Manager
Wealth Management, Cincinnati
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
Roberta Williams Laker

Roberta Williams Laker

Receptionist
Human Resources, Cincinnati - Kenwood
Connie R. Lawless

Connie R. Lawless

Client Support Assistant
Wealth Management, Cincinnati
Michael C. Leisring, CFA

Michael C. Leisring, CFA

Director of Fixed Income, Portfolio Manager, Principal
Asset Management, Cincinnati
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
Steven J. Linder, CCP®

Steven J. Linder, CCP®

Director of Human Resources, Principal
Human Resources, Cincinnati
Joshua S. Lloyd

Joshua S. Lloyd

Operations Associate
Operations, Cincinnati
Elyse D. Luecke

Elyse D. Luecke

Client Support Assistant
Asset Management, Cincinnati
Evette Maddox, SHRM-CP®

Evette Maddox, SHRM-CP®

Human Resources Generalist
Human Resources, Cincinnati
Chad R. Maggard, CFA

Chad R. Maggard, CFA

Managing Director, Principal
Family Office Services, Cincinnati - Kenwood
Kathleen H. Mahdasian

Kathleen H. Mahdasian

Marketing Associate
Marketing, Columbus
Lori A. Marshall

Lori A. Marshall

Office Services Coordinator
Human Resources, Cincinnati
R. Ryan Martin, CFA

R. Ryan Martin, CFA

Portfolio Manager
Asset Management, Research, Cincinnati
Laura R. Mattern, CFA, CFP®

Laura R. Mattern, CFA, CFP®

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

Jonathan M. McEvoy, CFP®, AIF®

Portfolio Manager
Wealth Management, Cincinnati
Steven J. Mette

Steven J. Mette

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

Treven A. Mitchell

Equity Research Associate
Asset Management, Cincinnati
Carolyn J. Moeller

Carolyn J. Moeller

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

Maxwell T. Monk, CFA

Portfolio Manager
Wealth Management, Cincinnati
Bradley P. Morrissey, CFA

Bradley P. Morrissey, CFA

Credit Analyst
Asset Management, Research, Cincinnati
Dean A. Moulas, CFA

Dean A. Moulas, CFA

Managing Director, Principal
Family Office Services, Cincinnati - Kenwood
Tori D. O'Leary

Tori D. O'Leary

Client Support Assistant
Wealth Management, Cincinnati
Lisa R. Oliverio, CPA

Lisa R. Oliverio, CPA

Controller, Principal
Corporate Finance, Cincinnati
Erica M.L. Osborn

Erica M.L. Osborn

Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
David M. Ostmann

David M. Ostmann

Operations Associate
Asset Management, Cincinnati
Margaret J. Palmer

Margaret J. Palmer

Account Administrator
Asset Management, Cincinnati
Previn C. Pandey, MFE

Previn C. Pandey, MFE

Equity Research Associate
Asset Management, Cincinnati
Tina M. Panzeca

Tina M. Panzeca

Client Support Assistant
Wealth Management, Cincinnati
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
Zachary J. Pierson, CFP®

Zachary J. Pierson, CFP®

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Brandon R. Plumb

Brandon R. Plumb

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

Leah B. Quortrup, CTFA

Associate Trust Officer
Trust Company, Cincinnati
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
Lia V. Reece

Lia V. Reece

Operations Associate
Operations, Cincinnati
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
Charles E. Rinehart, CFA, CAIA

Charles E. Rinehart, CFA, CAIA

Director & Portfolio Manager, Principal
Asset Management, Cincinnati
Jamie (Ritter) Horn

Jamie (Ritter) Horn

Director of Marketing
Marketing, Cincinnati
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®

Portfolio Manager
Wealth Management, Dayton
Benjamin J. Schwartz

Benjamin J. Schwartz

Associate Systems Administrator
Information Systems, Cincinnati
R. Maria Seda

R. Maria Seda

Senior Corporate Finance Associate
Corporate Finance, Cincinnati
Emily M. Shewmaker

Emily M. Shewmaker

Portfolio Manager Assistant
Wealth Management, Cincinnati
Kathy B. Sias

Kathy B. Sias

Risk Officer
Compliance, Cincinnati
Joel D. Siefert, CFA

Joel D. Siefert, CFA

Senior Portfolio Manager, Principal
Wealth Management, Dayton
Priya Sivagnanam

Priya Sivagnanam

Portfolio Manager Assistant
Wealth Management, Columbus
Diane M. Spitznagel, Esq., CTFA

Diane M. Spitznagel, Esq., CTFA

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

Michael G. Stanis, CFA, CFP®

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

David Q. Theobald, CFA

Senior Portfolio Manager, Principal
Asset Management, Research, Cincinnati
Michael R. Timm, CFA

Michael R. Timm, CFA

Portfolio Manager
Wealth Management, Columbus
Tamara L. Truman

Tamara L. Truman

Receptionist
Human Resources, Cincinnati
Irene Tsai, CFA, CFP®, ChFC®, CLU®

Irene Tsai, CFA, CFP®, ChFC®, CLU®

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

Christopher A. Tschieder, CFP®

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
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
J. Christine Warren, Esq.

J. Christine Warren, Esq.

Vice President of Estate Planning, Trust Counsel, Principal
Trust Company, Cincinnati
M. Jay Wertz, CAP®, CFP®

M. Jay Wertz, CAP®, CFP®

Senior Managing Director of Johnson Wealth Services, Principal
Wealth Management, Cincinnati
Alexander M. Wertz

Alexander M. Wertz

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

Joseph P. White, CFA

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

James M. Wineland, CIMA®, AIF®

Portfolio Manager
Wealth Management, Cleveland - Akron
George Wong, CFA

George Wong, CFA

Associate Portfolio Manager
Family Office Services, Cincinnati - Kenwood
Casey R. Woodard

Casey R. Woodard

Portfolio Manager Assistant
Wealth Management, Cincinnati
Jacqueline R. Wright

Jacqueline R. Wright

Corporate Accountant
Corporate Finance, Cincinnati
Scott Wyckoff, CFA, CFP®

Scott Wyckoff, CFA, CFP®

Managing Director, Principal
Wealth Management, Cincinnati
Christy A. Yost

Christy A. Yost

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

Matthew J. Yung, CFA, CFP®

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

Brandon A. Zureick, CFA

Director & Portfolio Manager, Principal
Asset Management, Cincinnati