Wealth Management Services

Bret H. Parrish, CFA

Bret H. Parrish, CFA

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

Jarett T. Levitsky, CFP®

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

Timothy C. Gehner, CFA, CFP®

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

Brian A. Butt, CFA

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

Daniel P. Gusty, CFP®, CPA (Inactive)

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

Anthony C. Kure, CFP®

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

Vincent L. Russell

Managing Director of Dayton Market, Principal
Management Team, Wealth Management Services, Dayton
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Joseph A. Henderson, CLU®, CFP®

Joseph A. Henderson, CLU®, CFP®

Director of Southeastern Michigan Market, Portfolio Manager
Wealth Management Services, Metro Detroit
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Joseph K. Radigan, CFP®

Joseph K. Radigan, CFP®

Director of Northeastern Ohio Market, Senior Portfolio Manager, Principal
Wealth Management Services, Cleveland - Akron
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Daniel A. Barnett, CFA

Daniel A. Barnett, CFA

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

Simon T. Buchman, CFP®

Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
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Jonathan M. McEvoy, CFP®, AIF®

Jonathan M. McEvoy, CFP®, AIF®

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

Zachary J. Pierson, CFP®

Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
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Elizabeth R. Schaefer, CIMA®

Elizabeth R. Schaefer, CIMA®

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

Joel D. Siefert, CFA

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

Michelle K. Stroh, CFA, CFP®

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

Sharon G. Tallman, CFP®

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

Christopher A. Tschieder, CFP®

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

Matthew J. Yung, CFA, CFP®

Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
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Andrea L. Ernst, CFP®

Andrea L. Ernst, CFP®

Portfolio Manager
Wealth Management Services, Cincinnati - Kenwood
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Sandy F. Himmelsbach, CFP®, ChSNC®

Sandy F. Himmelsbach, CFP®, ChSNC®

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

Andrew M. Kucia, CFP®

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

Laura R. Mattern, CFA, CFP®

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

Maxwell T. Monk, CFA

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

Justin T. Rowden, CFP®

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

Michael R. Timm, CFA, CFP®

Portfolio Manager
Wealth Management Services, Columbus
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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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