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Amanda A. Wallace

Amanda A. Wallace

Client Support Assistant
Family Office Services, Cincinnati - Kenwood
J. Christine Warren, Esq.

J. Christine Warren, Esq.

Vice President of Estate Planning, Trust Counsel, Principal
Trust Company, Cincinnati
M. Jay Wertz, CAP®, CFP®

M. Jay Wertz, CAP®, CFP®

Senior Managing Director of Wealth Management Services, Principal
Wealth Management, Cincinnati
Alexander M. Wertz

Alexander M. Wertz

Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
Joseph P. White, CFA

Joseph P. White, CFA

Portfolio Manager Assistant
Wealth Management, Dayton
James M. Wineland, CFP®, CIMA®, AIF®

James M. Wineland, CFP®, CIMA®, AIF®

Portfolio Manager
Wealth Management, Cleveland - Akron
George Wong, CFA

George Wong, CFA

Associate Portfolio Manager
Family Office Services, Cincinnati - Kenwood
Casey R. Woodard

Casey R. Woodard

Portfolio Manager Assistant
Wealth Management, Cincinnati
Jacqueline R. Wright

Jacqueline R. Wright

Corporate Accountant
Corporate Finance, Cincinnati
Scott Wyckoff, CFA, CFP®

Scott Wyckoff, CFA, CFP®

Managing Director, Principal
Wealth Management, Cincinnati