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