Rob Herman
Chief Executive Officer
Ed Bell
Chairman
Bill Caster
President
Jeff Palmer
Executive Director, Integration Strategy
Lauren Rich Fine
Senior Managing Director
Ken Brodkowitz
Chief Investment Officer
Brent Horvath
Senior Director, Wealth Management Services
Kris Jarosz
Senior Director, Research & Portfolio Management
Hemal Gala
VP, Operations
Sally Gries
Founder
Dennis Delphenich
Director, Wealth Management Services/Southwestern Ohio Lead
Angelo Leslie
Director, Wealth Management Services
Jared Gruszczynski
Director, Wealth Management Services
Daniel Beringer
Director, Wealth Management Services
Michael Manly
Director, Wealth Management Services & Tax
Robert Samrah
Director, Wealth Management Services
Melynda Rodgers
Director, Wealth Management Services
Mary McCallum
Process Management Leader
Shannon Gallagher
Director, Operations
Steven Goode
Portfolio Manager
Steve Zimmerman
Research Manager
Mary Ann Doherty
Portfolio Manager
Traci Reynolds
Operations Manager
Lauren Rinebold
Finance Manager
Joy Hayes
Operations Specialist
Abby Hausman
Operations Specialist
Neil Varnish
Operations Associate
Pam Ziegan
Wealth Management Administrator
Cecelia Catcher
Client Service Associate
