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
Timothy C. Gehner, CFA, CFP®

Timothy C. Gehner, CFA, CFP®

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

M. Jay Wertz, CAP®, CFP®

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

Brian A. Butt, CFA

Managing Director, Principal
Wealth Management, Cincinnati
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
Scott Wyckoff, CFA, CFP®

Scott Wyckoff, CFA, CFP®

Managing Director, Principal
Wealth Management, Cincinnati
Daniel A. Barnett, CFA

Daniel A. Barnett, CFA

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

Simon T. Buchman, CFP®

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

Jeffrey P. Cornell, CFA

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

James C. Hunter, CFA, CFP®, AIF®

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

Zachary J. Pierson, CFP®

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

Christopher A. Tschieder, CFP®

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

Matthew J. Yung, CFA, CFP®

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Megan D. Eberhart, CFA

Megan D. Eberhart, CFA

Portfolio Manager
Wealth Management, Columbus
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
Laura R. Mattern, CFA, CFP®

Laura R. Mattern, CFA, CFP®

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

Jonathan M. McEvoy, CFP®, AIF®

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

Maxwell T. Monk, CFA

Portfolio Manager
Wealth Management, Cincinnati
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, CIMA®, AIF®

James M. Wineland, CIMA®, AIF®

Portfolio Manager
Wealth Management, Cleveland - Akron