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, 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

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, 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
Trust Counsel Assistant
Trust Company, Cincinnati

David A. Christian, CFA, CFP®
Associate Portfolio Manager
Family Office Services, Cincinnati - Kenwood

Dale H. Coates, CFA
Vice President, Principal
Asset Management, Cincinnati

Emilia J. Connor
Credit Analyst and Trader
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

Megan D. Eberhart, CFA
Portfolio Manager
Wealth Management, Columbus

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

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

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
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

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

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

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
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®
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

J. Christine Warren, Esq.
Vice President of Estate Planning, Trust Counsel, Principal
Trust Company, Cincinnati

M. Jay Wertz, CAP®, CFP®
Senior Managing Director of Johnson Wealth 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, 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