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Amanda A. Wallace
Client Support Assistant
Family Office Services, Cincinnati - Kenwood
Summer C. Wanner
Operations Associate
Operations, Cincinnati
J. Christine Warren, Esq.
Vice President of Estate Planning, Senior Trust Counsel, Principal
Trust Company, Cincinnati
M. Jay Wertz, CAP®, CFP®
Senior Managing Director of Wealth Management Services, Principal
Wealth Management, Cincinnati
Alexander M. Wertz
Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
Joseph P. White, CFA, CFP®
Portfolio Manager Assistant
Wealth Management, Dayton
James M. Wineland, CFP®, CIMA®, AIF®
Portfolio Manager
Wealth Management, Cleveland - Akron
George Wong, CFA
Associate Portfolio Manager
Family Office Services, Cincinnati - Kenwood
Casey R. Woodard
Portfolio Manager Assistant
Wealth Management, Cincinnati
Jacqueline R. Wright
Corporate Accountant
Corporate Finance, Cincinnati
Scott Wyckoff, CFA, CFP®
Managing Director, Principal
Family Office Services, Cincinnati