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Evette Maddox, SHRM-CP®

Evette Maddox, SHRM-CP®

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

Chad R. Maggard, CFA

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

Kathleen H. Mahdasian

Senior Marketing Associate
Marketing, Columbus
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Lori A. Marshall

Lori A. Marshall

Facilities/Office Manager
Human Resources, Cincinnati - West
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R. Ryan Martin, CFA

R. Ryan Martin, CFA

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

Laura R. Mattern, CFA, CFP®

Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
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Jonathan M. McEvoy, CFP®, AIF®

Jonathan M. McEvoy, CFP®, AIF®

Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
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Michelle L. McGinnis

Michelle L. McGinnis

Client Support Assistant
Asset Management, Cincinnati - West
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Carolyn J. Moeller

Carolyn J. Moeller

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

Maxwell T. Monk, CFA

Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
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Dean A. Moulas, CFA

Dean A. Moulas, CFA

Managing Director, Principal
Family Office Services, Cincinnati - Kenwood
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