A-Z Directory
Joseph R. Abbott, CFA
Senior Research Analyst
Asset Management, Research, Cincinnati - West
Julie S. Ackerman
Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood
Tara N. Adams, CTFA
Vice President of Trust Services, Senior Trust Officer, Principal
Management Team, Family Office Services, Trust Company, Cincinnati - Kenwood
Bryan Andress, CFA
Senior Research Analyst, Principal
Asset Management, Research, Cincinnati - West
Eric J. Bachus, CFA
Portfolio Manager
Family Office Services, Cincinnati - Kenwood
Michael D. Barnes, Esq., CTFA
President of Trust Company, Principal
Management Team, Family Office Services, Trust Company, Charitable Services, Cincinnati - Kenwood
Daniel A. Barnett, CFA
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Joshua B. Basinger, Esq., CTFA
Manager of Trust Services, Senior Trust Officer
Management Team, Trust Company, Cincinnati - West
Danielle O. Batchelder
Senior Trust Associate
Trust Company, Cincinnati - Kenwood
Karen M. Bauer
Client Support Assistant
Family Office Services, Cincinnati - Kenwood
Alex J. Bey, CFA
Client Portfolio Specialist
Asset Management, Cincinnati - West
Scott J. Bischoff, IACCP®
Chief Compliance Officer, Principal
Management Team, Compliance, Cincinnati - West
Lesa R. Bishop
Client Support Assistant
Wealth Management Services, Columbus
Christian J. Brandetsas, CFP®
Portfolio Manager
Wealth Management Services, Cleveland - Akron
Fred A. Brink, CFA, CFP®
President of Johnson Asset Management, Principal
Executive Leadership, Management Team, Asset Management, Cincinnati - West
Simon T. Buchman, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Mary P. Burns, Esq.
Vice President of Estate Planning, Senior Trust Counsel, Principal
Management Team, Trust Company, Cincinnati - Kenwood
Alethea Teh Busken, Esq.
Trust Counsel
Trust Company, Cincinnati - Kenwood
Brian A. Butt, CFA
Managing Director, Principal
Management Team, Wealth Management Services, Cincinnati - Kenwood
Karen S. Byrd
Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood
Joseph P. Carlo, CFP®
Associate Portfolio Manager
Wealth Management Services, Cincinnati - Kenwood
Tina A. Carpenter
Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood
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 - Kenwood
Emilia J. Connor-Brady, CFA, CAIA
Portfolio Manager
Asset Management, Research, Cincinnati - West
Cooper T. Crawford
Portfolio Manager Assistant
Wealth Management Services, Columbus
Amy K. Cumbow
Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood
Carrie A. Cupito
Senior Operations Associate
Operations, Cincinnati - West
Brandon T. Davidson
Portfolio Manager Assistant
Wealth Management Services, Cleveland - Akron
Danielle R. DePew, SHRM-CP®
Human Resources Specialist
Human Resources, Cincinnati - West
Rebecca J. Desch
Creative Marketing Manager
Marketing, Cincinnati - West
Gretchen F. DeVries
Client Support Assistant & Office Coordinator
Wealth Management Services, Columbus
Charles J. Donovan
Director of Intermediaries & Client Service
Asset Management, Cincinnati - West
Laurie A. Draggoo
Front Desk Associate
Human Resources, Cincinnati - Kenwood
Matthew R. Duplain
Portfolio Manager Assistant
Wealth Management Services, Columbus
Ryan W. Easter, PMP®
Chief Operating Officer, Principal
Management Team, Information Systems, Operations, Cincinnati - West
Donald R. W. Ennis, CFP®
Portfolio Manager Assistant
Wealth Management Services, Cincinnati - Kenwood
Andrea L. Ernst, CFP®
Portfolio Manager
Wealth Management Services, Cincinnati - Kenwood
Sodora L. Ernst
Operations Associate
Operations, Cincinnati - West
Melissa R. Evans
Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood
Jason M. Farler, CFA
Senior Managing Director of Johnson Family Office Services, Principal
Executive Leadership, Management Team, Family Office Services, Cincinnati - Kenwood
Jacob M. Farwick, CFA
Portfolio Manager Assistant
Wealth Management Services, Dayton
T. Patrick Foy, CFP®
Associate Portfolio Manager
Wealth Management Services, Columbus
Katie E. Galbraith
Operations Manager
Operations, Cincinnati - West
Trinity M. Garrett, CTFA
Trust Officer
Trust Company, Cincinnati - Kenwood
Timothy C. Gehner, CFA, CFP®
Senior Managing Director of Wealth Management Services, Principal
Management Team, Wealth Management Services, Cincinnati - Kenwood
Christopher H. Godby, CFA
Senior Research Analyst
Asset Management, Research, Cincinnati - West
Christopher J. Gray
Equity Research Associate
Research, Cincinnati - West
Ann B. Grimaldi
Operations Associate
Operations, Cincinnati - West
Daniel P. Gusty, CFP®, CEPA® , CPA (Inactive)
Managing Director of Central Ohio Market, Principal
Management Team, Wealth Management Services, Family Office Services, Columbus
Jennifer R. Hanselman
Client Support Assistant
Wealth Management Services, Dayton
Anita L. Harney
Human Resource Administrator
Human Resources, Cincinnati - West
Justin M. Hauser
Equity Research Associate
Asset Management, Research, Cincinnati - West
Joseph A. Henderson, CLU®, CFP®
Director of Southeastern Michigan Market, Portfolio Manager
Wealth Management Services, Metro Detroit
Kevin D. Hern
Operations Trading Associate
Operations, Cincinnati - West
Sandy F. Himmelsbach, CFP®, ChSNC®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Jamie L. Horn
Director of Marketing, Shareholder/Principal
Management Team, Marketing, Cincinnati - West
Steve Horn
Facilities & Office Services
Human Resources, Cincinnati - West
Sarah M. Horrigan, IACCP®
Regulatory Officer
Compliance, Cleveland - Akron
Jason O. Jackman, CFA
Chief Executive Officer, Principal
Executive Leadership, Management Team, Asset Management, Cincinnati - West
Emily A. Jarman
IT Support Specialist
Information Systems, Cincinnati - West
Ashley N. Jenkins
Digital Marketing Associate
Marketing, Cincinnati - West
Dalena M. Johnson
Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood
Timothy E. Johnson, Ph.D.
Founder
Cincinnati - West
Michael S. Jordan, CFA, CFP®
Managing Director, Principal
Management Team, Family Office Services, Cincinnati - Kenwood
William E. Jung, CFA
Senior Research Analyst, Principal
Asset Management, Research, Cincinnati - West
Zachary A. Kaufman
Senior Systems Analyst
Information Systems, Cincinnati - West
Michele M. Kaye
Client Support Assistant & Office Coordinator
Wealth Management Services, Cleveland - Akron
Jennifer J. Kelhoffer
Institutional Fund Administrator
Asset Management, Compliance, Cincinnati - West
Emma K. Kellerman
Portfolio Manager Assistant
Wealth Management Services, Cincinnati - Kenwood
Maxwell D. Klett, CFP®
Associate Portfolio Manager
Wealth Management Services, Cincinnati - Kenwood
M. Deneé Kochersperger
Portfolio Manager Assistant
Wealth Management Services, Dayton
Patricia L. Kohlmorgen
Trust Compliance & Operations Associate
Trust Company, Cincinnati - West
Andrew M. Kucia, CFP®
Portfolio Manager
Wealth Management Services, Cincinnati - Kenwood
Anthony C. Kure, CFP®
Managing Director of Northeastern Ohio Market, Senior Portfolio Manager, Principal
Management Team, Wealth Management Services, Cleveland - Akron
Brian T. Kute, CFA
Managing Director of Research & Senior Portfolio Manager, Principal
Management Team, Asset Management, Research, Cincinnati - West
Roberta Williams Laker
Office Services Coordinator
Human Resources, Cincinnati - Kenwood
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, Management Team, Wealth Management Services, Cincinnati - Kenwood
April C. Leygraaf
Systems Analyst
Information Systems, Cincinnati - West
Steven J. Linder, CCP®
Senior Managing Director of Human Resources, Principal
Management Team, Human Resources, Cincinnati - West
Joshua S. Lloyd
Operations Trading Associate
Operations, Cleveland - Akron
Elyse D. Luecke
Business Development Assistant
Asset Management, Cincinnati - West
Evette Maddox, SHRM-CP®
Human Resources Manager
Management Team, Human Resources, Cincinnati - West
Chad R. Maggard, CFA
Managing Director, Principal
Management Team, Family Office Services, Cincinnati - Kenwood
Kathleen H. Mahdasian
Regional Marketing Manager
Marketing, Columbus
Lindsay J. Marinkov (m. Keith), CTFA
Senior Trust Officer
Trust Company, Cleveland - Akron
Lori A. Marshall
Facilities/Office Manager
Human Resources, Cincinnati - West
R. Ryan Martin, CFA
Senior Portfolio Manager, Principal
Asset Management, Research, Cincinnati - West
Laura R. Mattern, CFA, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Jonathan M. McEvoy, CFP®, AIF®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Michelle L. McGinnis
Client Support Assistant
Asset Management, Cincinnati - West
Jeremy I. Meanwell
Equity Research Associate
Asset Management, Research, Cincinnati - West
Maxwell T. Monk, CFA
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Dean A. Moulas, CFA
Managing Director, Principal
Family Office Services, Cincinnati - Kenwood
Michael C. Murphy, CFP®
Director of Intermediaries & Client Service
Asset Management, Nashville
Nathan D. Nichols, CFA
Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
Tori D. O'Leary
Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood
Lisa R. Oliverio, CPA
Director of Finance, Principal
Management Team, Corporate Finance, Cincinnati - West
Erica M.L. Osborn, MFE
Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
Margaret J. Palmer
Senior Institutional Account Administrator
Asset Management, Cincinnati - West
Tina M. Panzeca
Client Support Assistant
Wealth Management Services, Cincinnati - Kenwood
Bret H. Parrish, CFA
President of Private Client Group, Principal
Executive Leadership, Management Team, Wealth Management Services, Family Office Services, Cincinnati - Kenwood
Joanna M. Pereira
Front Desk Associate
Human Resources, Cincinnati - West
Landon J. Peterson, CFA
Portfolio Analyst
Asset Management, Cincinnati - West
Zachary J. Pierson, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Brandon R. Plumb, CFA, CFP®
Portfolio Manager
Family Office Services, Cleveland - Akron
Michael P. Prebles, MBA
Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
Celeste M. Pugh
Corporate Operations Associate
Corporate Finance, Cincinnati - West
Leah B. Quortrup, CTFA
Trust Officer
Family Office Services, Trust Company, Cincinnati - Kenwood
Joseph K. Radigan, CFP®
Director of Northeastern Ohio Market, Senior Portfolio Manager, Principal
Wealth Management Services, Cleveland - Akron
Antonio R. Ramsey
Portfolio Manager Assistant
Wealth Management Services, Cincinnati - Kenwood
Lia V. Reece, CFP®
Portfolio Manager Assistant
Wealth Management Services, Cincinnati - Kenwood
Kristen S. Rettig (m. Curtiss), CFA
Research Analyst
Asset Management, Research, Cincinnati - West
Michelle L. Richard
Client Support Assistant & Office Coordinator
Wealth Management Services, Dayton
Deanna M. Richter
Client Support Assistant
Family Office Services, Cincinnati - Kenwood
Anita L. Ridener
Front Desk Associate
Human Resources, Cincinnati - West
Michael O. Riel
Trust Associate
Trust Company, Cincinnati - West
Charles E. Rinehart, CFA, CAIA
Chief Investment Officer, Principal
Management Team, Asset Management, Cincinnati - Kenwood
Justin T. Rowden, CFP®
Senior Portfolio Manger, Principal
Wealth Management Services, Dayton
Vincent L. Russell
Managing Director of Dayton Market, Principal
Management Team, Wealth Management Services, Dayton
Elizabeth R. Schaefer, CIMA®
Senior Portfolio Manager, Principal
Wealth Management Services, Dayton
Benjamin J. Schwartz
Associate Systems Administrator
Information Systems, Cincinnati - West
R. Maria Seda
Senior Corporate Finance Associate
Corporate Finance, Cincinnati - West
Maria D. Seffrin
Trust Associate
Trust Company, Cincinnati - Kenwood
Kathy B. Sias
Risk Officer
Compliance, Cincinnati - West
Joel D. Siefert, CFA
Senior Portfolio Manager, Principal
Wealth Management Services, Dayton
Lauren E. Simon
Client Support Assistant
Family Office Services, Cincinnati - Kenwood
Christine L. Smith
Client Support Specialist
Wealth Management Services, Dayton
Valerie M. Spence
Client Support Assistant
Wealth Management Services, Cleveland - Akron
Diane M. Spitznagel, Esq., CTFA
Senior Trust Officer
Trust Company, Cincinnati - West
Michael G. Stanis, CFA, CFP®, MBA
Portfolio Manager, P&G Retirement Plans Director
Wealth Management Services, Cincinnati - Kenwood
Lisa R. Tague
Client Support Assistant & Office Coordinator
Wealth Management Services, Metro Detroit
David Q. Theobald, CFA
Senior Portfolio Manager, Principal
Asset Management, Research, Cincinnati - West
Michael R. Timm, CFA, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Columbus
Tamara L. Truman
Marketing Assistant
Marketing, Cincinnati - West
Christopher A. Tschieder, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
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
Alexander M. Wertz, CFP®
Associate Portfolio Manager
Family Office Services, Cincinnati - Kenwood
M. Jay Wertz, CAP®, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Joseph P. White, CFA, CFP®, CDFA®
Portfolio Manager
Wealth Management Services, Columbus
Logan A. Wiedmann, CAP®
Gift Fund & Operations Associate
Corporate Finance, Operations, Cincinnati - West
James M. Wineland, CFP®, CIMA®, AIF®
Portfolio Manager
Wealth Management Services, Cleveland - Akron
Alex J. Wirt, CFA, CFP®
Credit Analyst
Asset Management, Cincinnati - West
George Wong, CFA
Associate Portfolio Manager
Family Office Services, Cincinnati - Kenwood
Jacqueline R. Wright, FPC
Senior Corporate Finance Associate
Corporate Finance, Cincinnati - West
Scott Wyckoff, CFA, CFP®
Managing Director, Principal
Management Team, Family Office Services, Cincinnati - Kenwood
Christy A. Yost
Equity Trading Manager
Operations, Cincinnati - West
Matthew J. Yung, CFA, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Brandon A. Zureick, CFA
Senior Managing Director, Principal
Management Team, Asset Management, Cincinnati - West