Management Team
Jason O. Jackman, CFA
Chief Executive Officer, Principal
Executive Leadership, Management Team, Asset Management, Cincinnati - West
Bret H. Parrish, CFA
President of Private Client Group, Principal
Executive Leadership, Management Team, Wealth Management Services, Family Office Services, Cincinnati - Kenwood
Fred A. Brink, CFA, CFP®
President of Johnson Asset Management, Principal
Executive Leadership, Management Team, Asset Management, Cincinnati - West
Jarett T. Levitsky, CFP®
Senior Managing Director of Wealth Management Services, Principal
Executive Leadership, Management Team, 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
Michael D. Barnes, Esq., CTFA
President of Trust Company, Principal
Management Team, Family Office Services, Trust Company, Charitable Services, Cincinnati - Kenwood
Joshua B. Basinger, Esq., CTFA
Manager of Trust Services, Senior Trust Officer
Management Team, Trust Company, Cincinnati - West
Scott J. Bischoff, IACCP®
Chief Compliance Officer, Principal
Management Team, Compliance, Cincinnati - West
Mary P. Burns, Esq.
Vice President of Estate Planning, Senior Trust Counsel, Principal
Management Team, Trust Company, Cincinnati - West
Brian A. Butt, CFA
Managing Director, Principal
Management Team, Wealth Management Services, Cincinnati - Kenwood
Ryan W. Easter, PMP®
Chief Operating Officer, Principal
Management Team, Information Systems, Operations, Cincinnati - West
Jason M. Farler, CFA
Senior Managing Director of Johnson Family Office Services, Principal
Management Team, Family Office Services, Cincinnati - Kenwood
Marc E. Figgins
Director of Fund Services
Management Team, Asset Management, Mutual Funds, Cincinnati - West
Timothy C. Gehner, CFA, CFP®
Senior Managing Director of Wealth Management Services, Principal
Management Team, Wealth Management Services, Cincinnati - Kenwood
Daniel P. Gusty, CFP®, CPA (Inactive)
Managing Director of Central Ohio Market, Principal
Management Team, Wealth Management Services, Family Office Services, Columbus
Jamie L. Horn
Director of Marketing, Shareholder/Principal
Management Team, Marketing, Cincinnati - West
Michael S. Jordan, CFA, CFP®
Managing Director, Principal
Management Team, Family Office 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
Michael C. Leisring, CFA
Chief Investment Officer-Fixed Income, Portfolio Manager, Principal
Management Team, Asset Management, Cincinnati - West
Steven J. Linder, CCP®
Senior Managing Director of Human Resources, Principal
Management Team, Human Resources, Cincinnati - West
Chad R. Maggard, CFA
Managing Director, Principal
Management Team, Family Office Services, Cincinnati - Kenwood
Lisa R. Oliverio, CPA
Director of Finance, Principal
Management Team, Corporate Finance, Cincinnati - West
Charles E. Rinehart, CFA, CAIA
Chief Investment Officer, Principal
Management Team, Asset Management, Cincinnati - Kenwood
Vincent L. Russell
Managing Director of Dayton Market, Principal
Management Team, Wealth Management Services, Dayton
J. Christine Warren, Esq.
Vice President of Estate Planning, Senior Trust Counsel, Principal
Management Team, Trust Company, Cincinnati - West
Scott Wyckoff, CFA, CFP®
Managing Director, Principal
Management Team, Family Office Services, Cincinnati - Kenwood
Brandon A. Zureick, CFA
Managing Director & Portfolio Manager, Principal
Management Team, Asset Management, Cincinnati - West