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