Wealth Management

Bret H. Parrish, CFA
President of Private Client Group, Principal
Wealth Management, Executive Leadership, Family Office Services, Cincinnati - Kenwood

Jarett T. Levitsky, CFP®
Senior Managing Director of Wealth Management Services, Principal
Wealth Management, Executive Leadership, Cincinnati - West

Timothy C. Gehner, CFA, CFP®
Senior Managing Director of Wealth Management Services, Principal
Wealth Management, Cincinnati - West

M. Jay Wertz, CAP®, CFP®
Senior Managing Director of Wealth Management Services, Principal
Wealth Management, Cincinnati - West

Brian A. Butt, CFA
Managing Director, Principal
Wealth Management, Cincinnati - West

Daniel P. Gusty, CFP®, CPA (Inactive)
Managing Director of Central Ohio Market, Principal
Wealth Management, Family Office Services, Columbus

Anthony C. Kure, CFP®
Managing Director of Northeastern Ohio Market, Principal
Wealth Management, Cleveland - Akron

Vincent L. Russell
Managing Director of Dayton Market, Principal
Wealth Management, Dayton

Daniel A. Barnett, CFA
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati - West

Simon T. Buchman, CFP®
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati - West

Jeffrey P. Cornell, CFA
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati - West

James C. Hunter, CFA, CFP®, AIF®
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati - West

Zachary J. Pierson, CFP®
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati - West

Joseph K. Radigan, CFP®
Director of Northeastern Ohio Market, Senior Portfolio Manager, Principal
Wealth Management, Cleveland - Akron

Joel D. Siefert, CFA
Senior Portfolio Manager, Principal
Wealth Management, Dayton

Michael G. Stanis, CFA, CFP®
Senior Portfolio Manager, P&G Retirement Plans Director, Principal
Wealth Management, Cincinnati - West

Michelle K. Stroh, CFA, CFP®
Senior Portfolio Manager, Principal
Wealth Management, Columbus

Sharon G. Tallman, CFP®
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati - West

Christopher A. Tschieder, CFP®
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati - West

Matthew J. Yung, CFA, CFP®
Senior Portfolio Manager, Principal
Wealth Management, Cincinnati - West

Joseph A. Henderson, CLU®, CFP®
Director of Southeastern Michigan Market, Portfolio Manager
Wealth Management, Metro Detroit

Sandy F. Himmelsbach, CFP®
Portfolio Manager
Wealth Management, Cincinnati - West

Andrew M. Kucia, CFP®
Portfolio Manager
Wealth Management, Cincinnati - West

Laura R. Mattern, CFA, CFP®
Portfolio Manager
Wealth Management, Cincinnati - West

Jonathan M. McEvoy, CFP®, AIF®
Portfolio Manager
Wealth Management, Cincinnati - West

Maxwell T. Monk, CFA
Portfolio Manager
Wealth Management, Cincinnati - West

Justin T. Rowden, CFP®
Portfolio Manager
Wealth Management, Dayton

Elizabeth R. Schaefer, CIMA®
Portfolio Manager
Wealth Management, Dayton

Michael R. Timm, CFA, CFP®
Portfolio Manager
Wealth Management, Columbus

James M. Wineland, CFP®, CIMA®, AIF®
Portfolio Manager
Wealth Management, Cleveland - Akron