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