Wealth Management Services
Bret H. Parrish, CFA
President of Private Client Group, Principal
Executive Leadership, Management Team, Wealth Management Services, Family Office Services, Cincinnati - Kenwood
Jarett T. Levitsky, CFP®
Senior Managing Director of Wealth Management Services, Principal
Executive Leadership, Management Team, Wealth Management Services, Cincinnati - Kenwood
Timothy C. Gehner, CFA, CFP®
Senior Managing Director of Wealth Management Services, Principal
Management Team, Wealth Management Services, Cincinnati - Kenwood
Brian A. Butt, CFA
Managing Director, Principal
Management Team, Wealth Management Services, Cincinnati - Kenwood
Daniel P. Gusty, CFP®, CPA (Inactive)
Managing Director of Central Ohio Market, Principal
Management Team, Wealth Management Services, Family Office Services, Columbus
Anthony C. Kure, CFP®
Managing Director of Northeastern Ohio Market, Senior Portfolio Manager, Principal
Management Team, Wealth Management Services, Cleveland - Akron
Vincent L. Russell
Managing Director of Dayton Market, Principal
Management Team, Wealth Management Services, Dayton
Joseph A. Henderson, CLU®, CFP®
Director of Southeastern Michigan Market, Portfolio Manager
Wealth Management Services, Metro Detroit
Joseph K. Radigan, CFP®
Director of Northeastern Ohio Market, Senior Portfolio Manager, Principal
Wealth Management Services, Cleveland - Akron
Daniel A. Barnett, CFA
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Simon T. Buchman, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Sandy F. Himmelsbach, CFP®, ChSNC®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Laura R. Mattern, CFA, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Jonathan M. McEvoy, CFP®, AIF®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Maxwell T. Monk, CFA
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Zachary J. Pierson, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Justin T. Rowden, CFP®
Senior Portfolio Manger, Principal
Wealth Management Services, Dayton
Elizabeth R. Schaefer, CIMA®
Senior Portfolio Manager, Principal
Wealth Management Services, Dayton
Joel D. Siefert, CFA
Senior Portfolio Manager, Principal
Wealth Management Services, Dayton
Michelle K. Stroh, CFA, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Columbus
Sharon G. Tallman, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Michael R. Timm, CFA, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Columbus
Christopher A. Tschieder, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
M. Jay Wertz, CAP®, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Matthew J. Yung, CFA, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Andrea L. Ernst, CFP®
Portfolio Manager
Wealth Management Services, Cincinnati - Kenwood
Andrew M. Kucia, CFP®
Portfolio Manager
Wealth Management Services, Cincinnati - Kenwood
Joseph P. White, CFA, CFP®
Portfolio Manager
Wealth Management Services, Columbus
James M. Wineland, CFP®, CIMA®, AIF®
Portfolio Manager
Wealth Management Services, Cleveland - Akron