Wealth Management

Bret H. Parrish, CFA

Bret H. Parrish, CFA

President of Private Client Group, Principal
Wealth Management, Executive Leadership, Family Office Services, Cincinnati - Kenwood
Jarett T. Levitsky, CFP®

Jarett T. Levitsky, CFP®

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

Timothy C. Gehner, CFA, CFP®

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

M. Jay Wertz, CAP®, CFP®

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

Brian A. Butt, CFA

Managing Director, Principal
Wealth Management, Cincinnati - West
Daniel P. Gusty, CFP®, CPA (Inactive)

Daniel P. Gusty, CFP®, CPA (Inactive)

Managing Director of Central Ohio Market, Principal
Wealth Management, Family Office Services, Columbus
Anthony C. Kure, CFP®

Anthony C. Kure, CFP®

Managing Director of Northeastern Ohio Market, Principal
Wealth Management, Cleveland - Akron
Vincent L. Russell

Vincent L. Russell

Managing Director of Dayton Market, Principal
Wealth Management, Dayton
Daniel A. Barnett, CFA

Daniel A. Barnett, CFA

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

Simon T. Buchman, CFP®

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

Jeffrey P. Cornell, CFA

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

James C. Hunter, CFA, CFP®, AIF®

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

Zachary J. Pierson, CFP®

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati - West
Joseph K. Radigan, CFP®

Joseph K. Radigan, CFP®

Director of Northeastern Ohio Market, Senior Portfolio Manager, Principal
Wealth Management, Cleveland - Akron
Joel D. Siefert, CFA

Joel D. Siefert, CFA

Senior Portfolio Manager, Principal
Wealth Management, Dayton
Michael G. Stanis, CFA, CFP®

Michael G. Stanis, CFA, CFP®

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

Michelle K. Stroh, CFA, CFP®

Senior Portfolio Manager, Principal
Wealth Management, Columbus
Sharon G. Tallman, CFP®

Sharon G. Tallman, CFP®

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

Christopher A. Tschieder, CFP®

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

Matthew J. Yung, CFA, CFP®

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati - West
Joseph A. Henderson, CLU®, CFP®

Joseph A. Henderson, CLU®, CFP®

Director of Southeastern Michigan Market, Portfolio Manager
Wealth Management, Metro Detroit
Sandy F. Himmelsbach, CFP®

Sandy F. Himmelsbach, CFP®

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

Andrew M. Kucia, CFP®

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

Laura R. Mattern, CFA, CFP®

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

Jonathan M. McEvoy, CFP®, AIF®

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

Maxwell T. Monk, CFA

Portfolio Manager
Wealth Management, Cincinnati - West
Justin T. Rowden, CFP®

Justin T. Rowden, CFP®

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

Elizabeth R. Schaefer, CIMA®

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

Michael R. Timm, CFA, CFP®

Portfolio Manager
Wealth Management, Columbus
James M. Wineland, CFP®, CIMA®, AIF®

James M. Wineland, CFP®, CIMA®, AIF®

Portfolio Manager
Wealth Management, Cleveland - Akron