A-Z Directory
Joseph R. Abbott
Research Associate
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
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, Family Office Services, Trust Company, Cincinnati
Daniel A. Barnett, CFA
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Skye Barry, CFA, CFP®
Portfolio Manager
Wealth Management, Cincinnati
Joshua B. Basinger, Esq., CTFA
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
Jacob D. Bick
Fund Services Representative
Asset Management, Cincinnati
Scott J. Bischoff
Chief Compliance Officer, Principal
Compliance, Cincinnati
Lesa R. Bishop
Client Support Assistant
Wealth Management, Columbus
Christian J. Brandetsas, CFP®
Portfolio Manager Assistant
Wealth Management, Cleveland - Akron
Fred A. Brink, CFA, CFP®
Managing Director, Senior Portfolio Manager
Asset Management, Executive Leadership, Cincinnati
Diane K. Buchanan
Risk Associate
Compliance, Cincinnati
Simon T. Buchman, CFP®
Portfolio Manager
Wealth Management, Cincinnati
Mary P. Burns, Esq.
Vice President of Estate Planning, Trust Counsel
Trust Company, Cincinnati
Brian A. Butt, CFA
Senior Portfolio Manager, Principal
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
Emilia J. Connor
Research Associate, 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
Portfolio Manager Assistant
Asset Management, Cincinnati
Danielle R. DePew
Human Resources Assistant
Human Resources, 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
Asset Management, Research, Cincinnati
Jason M. Farler, CFA
Managing Director, Director of Johnson Family Office Services
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, Chicago
T. Patrick Foy
Portfolio Manager Assistant
Wealth Management, Columbus
Katie E. Galbraith
Senior Operations Associate
Operations, Cincinnati
Trinity M. Garrett, CTFA
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
Asset Management, Research, Cincinnati
Ann B. Grimaldi
Trust Administration Assistant
Trust Company, Cincinnati
Daniel P. Gusty, CPA, CFP®
Managing Director of Central Ohio Market, Senior Portfolio Manager, 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
Jamie Ritter Horn
Director of Marketing
Marketing, 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
Family Office Services, Cincinnati - Kenwood
William E. Jung, CFA
Research Analyst
Asset Management, Research, Cincinnati
Jennifer L. Junk
Receptionist
Human Resources, Cincinnati - Kenwood
Michele M. Kaye
Client Support Assistant
Wealth Management, Cleveland - Akron
Gwendelyn S. Keihl, CFP®
Portfolio Manager Assistant
Wealth Management, Cincinnati
Lindsay J. Keith
Trust Officer
Trust Company, Cleveland - Akron
Jennifer J. Kelhoffer
Fund Administration & Compliance Associate
Asset Management, Compliance, Cincinnati
Alicia M. Kesler
Trust Associate
Trust Company, Cincinnati - Kenwood
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®
Portfolio Manager Assistant
Wealth Management, Cincinnati
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
Asset Management, Research, Cincinnati
Roberta Williams Laker
Receptionist
Human Resources, 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, Portfolio Manager, Principal
Asset Management, Cincinnati
Maria L. Leonhardt
Client Support Assistant
Family Office Services, Cincinnati - Kenwood
Jarett T. Levitsky, CFP®
Managing Director, Johnson Wealth Management
Executive Leadership, Wealth Management, Cincinnati
Steven J. Linder
Director of Human Resources, Principal
Human Resources, Cincinnati
Tina A. Lowry
Administrative Assistant
Trust Company, Cincinnati
Elyse D. Luecke
Operations Associate
Operations, Cincinnati
Evette Maddox
Human Resources Generalist
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
Research Analyst
Asset Management, Research, Cincinnati
Jill R. Matsuda
Administrative Assistant
Asset Management, Cincinnati
Laura R. Mattern, CFA
Associate Portfolio Manager
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, CFA
Associate Portfolio Manager
Family Office Services, Cincinnati - Kenwood
Carolyn J. Moeller
Client Support Assistant
Wealth Management, Cincinnati
Maxwell T. Monk, CFA
Associate Portfolio Manager
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
Corporate Finance, 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, Executive Leadership, Cincinnati - Kenwood
Zachary J. Pierson, CFP®
Portfolio Manager
Wealth Management, Cincinnati
Brandon R. Plumb
Portfolio Manager Assistant
Wealth Management, Cleveland - Akron
Leah B. Quortrup
Trust Associate
Trust Company, Cincinnati
Joseph K. Radigan, CFP®
Director of Northeastern Ohio Market, Portfolio Manager
Wealth Management, Cleveland - Akron
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
Managing Director
Family Office Services, Cincinnati - Kenwood
Justin T. Rowden, CFP®
Associate Portfolio Manager
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
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, 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
Aaron C. Taylor, CFA
Research Analyst
Asset Management, Research, Cincinnati
David Q. Theobald, CFA
Portfolio Manager
Asset Management, Research, Cincinnati
Michael R. Timm, CFA
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
Amanda A. Wallace
Client Support Assistant
Family Office Services, Cincinnati - Kenwood
J. Christine Warren, Esq.
Vice President of Estate Planning, 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
Casey R. Woodard
Portfolio Manager Assistant
Wealth Management, Cincinnati
Arien C. Wright
Client Support Assistant
Wealth Management, Cincinnati
Jacqueline R. Wright
Corporate Accountant
Corporate Finance, Cincinnati
Scott Wyckoff, CFA, CFP®
Senior Portfolio Manager, 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
Fixed Income Portfolio Manager, Portfolio Strategist, Principal
Asset Management, Cincinnati