All Investment Management Client Service Wealth Management Operations 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 Diane Kotara Office Manager