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Amanda A. Wallace

Amanda A. Wallace

Client Support Assistant
Family Office Services, Cincinnati - Kenwood
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Summer C. Wanner

Summer C. Wanner

Operations Associate
Operations, Cincinnati - West
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J. Christine Warren, Esq.

J. Christine Warren, Esq.

Vice President of Estate Planning, Senior Trust Counsel, Principal
Management Team, Trust Company, Cincinnati - West
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Alex Wertz, CFP®

Alex Wertz, CFP®

Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood
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M. Jay Wertz, CAP®, CFP®

M. Jay Wertz, CAP®, CFP®

Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
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Joseph P. White, CFA, CFP®

Joseph P. White, CFA, CFP®

Associate Portfolio Manager
Wealth Management Services, Dayton
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Logan A. Wiedmann

Logan A. Wiedmann

Gift Fund & Operations Associate
Corporate Finance, Operations, Cincinnati - West
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James M. Wineland, CFP®, CIMA®, AIF®

James M. Wineland, CFP®, CIMA®, AIF®

Portfolio Manager
Wealth Management Services, Cleveland - Akron
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Alex J. Wirt, CFA, CFP®

Alex J. Wirt, CFA, CFP®

Credit Analyst
Asset Management, Cincinnati - West
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George Wong, CFA

George Wong, CFA

Associate Portfolio Manager
Family Office Services, Cincinnati - Kenwood
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Jacqueline R. Wright, FPC

Jacqueline R. Wright, FPC

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

Scott Wyckoff, CFA, CFP®

Managing Director, Principal
Management Team, Family Office Services, Cincinnati - Kenwood
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