Cleveland, Ohio

Chairman & CEO

Senior Wealth Advisor, Managing Director

Senior Tax & Wealth Advisor, Managing Director

Janet Baillie

Senior Client Service Specialist

Senior Wealth Advisor & Team Leader, Managing Director

Ryan Bergen, CFP®

Wealth Specialist, Senior Associate

Client Accounting Team Leader, Director

Portfolio Manager, Director

Senior Tax Advisor & Team Leader, Managing Director

Jacob Burnett, CFP®, AEP®

Wealth Specialist, Senior Associate

Senior Wealth Advisor, Managing Director

Senior Portfolio Manager & Team Leader, Managing Director

Senior Wealth Advisor, Managing Director

Senior Wealth Advisor, Director

Wealth Specialist, Associate

Senior Wealth Advisor, Managing Director

Senior Wealth Advisor & Team Leader, Managing Director

Senior Financial Planner, Director

Senior Tax Advisor, Director

Tracy Davis

Data Processing Specialist, Associate

Timothy Dempsey, CFA

Portfolio Manager, Senior Associate

Michelle DeVincentis

Senior Wealth Client Service Specialist, Associate

Jalen Dixon

Portfolio Management Analyst, Associate

Senior Tax Advisor, Director

Bridget Erne, FPQP®

Senior Client Accountant Specialist, Senior Associate

Lisa Fantone

Wealth Client Service Specialist, Associate

Michael Fetsko

Financial Planning Specialist, Associate

Ryan Foguth

Tax Advisor, Senior Associate

Matthew Galek

Tax Specialist, Associate

Ignacia Galaz

Executive Assistant

Alexa Gasparro-Carson

Senior Tax Client Service Specialist, Senior Associate

Keri Gilmore

Wealth Client Service Specialist, Senior Associate

Senior Wealth Advisor & Financial Planning Consultant, Managing Director

Cindy Haberkorn

Executive Assistant, Senior Associate

Senior Wealth Advisor, Managing Director

Susan Hammer

Client Service Team Leader, Senior Associate

Nicholas Heisterkamp, CFP®

Financial Planning Specialist, Associate

Tina Jacob

Operations Client Account Onboard/Offboard Team Leader, Senior Associate

Portfolio Management Platform Specialist, Director

Senior Wealth Advisor, Managing Director

Senior Wealth Advisor, Managing Director

Portfolio Manager & Team Leader, Director

Katherine Kelly

Portfolio Manager, Director

Isabelle Kives

Client Service Specialist

Dalton Knott

Tax Advisor, Senior Associate

Candice Koeth

Senior Client Accountant Specialist, Senior Associate

Kenneth Kolke

Senior Business Finance Analyst, Senior Associate

Michelle Komar

Client Service Team Leader, Senior Associate

Zachary Krahe

Wealth Specialist, Associate

Senior Wealth Advisor, Managing Director

Poornima Krishnan, CFP®

Financial Planner, Senior Associate

Portfolio Manager, Director

Natalia Levin-Schwartz

Senior Wealth Client Service Specialist, Associate

Senior Wealth Advisor, Managing Director

Justin Luiza

Wealth Specialist, Associate

Meara Mahoney

Senior Funds Administrator, Senior Associate

Senior Wealth Advisor, Managing Director

Frank Maroun

Financial Planning Specialist, Associate

Portfolio Manager, Director

Senior Wealth Advisor, Managing Director

Vicki Matheny

Senior Wealth Client Service Specialist, Senior Associate

Nicole Mathews

Wealth Client Service Specialist, Associate

Luka Matic, CFP®

Wealth Specialist, Associate

Wealth Advisor, Director

Sean Might

Senior Client Treasury Specialist, Senior Associate

Rachel Miller

Senior Tax Client Service Specialist, Senior Associate

Data Optimization and Governance Manager, Director

Senior Tax Advisor, Director

Tax Advisor, Director

Laura Naples

Senior Wealth Client Service Specialist, Associate

Nick Neff, CFA

Research Analyst, Senior Associate

Chief Financial Officer, Managing Director

Janet Nolan

Business Operations Manager, Senior Associate

Portfolio Manager, Director

Stephen Novak

Senior Funds Administrator, Director

Trisha Novak

Wealth Client Service Specialist, Associate

Margaret Nutaitis

Senior Wealth Client Service Specialist, Senior Associate

Chief Investment Officer, Managing Partner

Senior Wealth Advisor & Team Leader, Senior Managing Director

Senior Wealth Advisor, Managing Director

Chief Information & Digital Officer

Senior Client Service Wealth Advisor & Team Leader, Director

Senior Portfolio Manager, Managing Director

Maria Pelini

Investment Client Service Specialist

Senior Wealth Advisor, Director

Financial Planning Team Leader, Managing Director

Senior Wealth Advisor, Managing Director

Regional President, Cleveland Family Office, Managing Director

Senior Portfolio Manager & Team Leader, Managing Director

Portfolio Manager, Director

Deanna Roeger

Senior Wealth Client Service Specialist, Senior Associate

Senior Wealth Advisor, Director

Senior Wealth Advisor & Team Leader, Managing Director

Alternative Investments Group Head, Managing Director

Tax Advisor, Director

Haley Schneider

Senior Wealth Client Service Specialist, Associate

Senior Tax Advisor, Managing Director

Tax Advisor, Director

Jenna Skladany

Wealth Client Service Specialist, Associate

Abrie Smith

Wealth Client Service Specialist, Associate

Brok Smith

Senior Funds Administrator, Senior Associate

Senior Wealth Advisor, Managing Director

Meghan Smith, CFP®️

Wealth Specialist, Senior Associate

Senior Portfolio Manager, Managing Director

Charlene Stamper

Client Accountant Specialist, Associate

Portfolio Management Group Head, Managing Director

Theresa Stevenson

Senior Client Accountant Specialist, Senior Associate

Senior Wealth Advisor, Managing Director

Senior Portfolio Manager, Managing Director

Senior Tax Advisor & Team Leader, Managing Director

Regional President & Market Leader, Senior Managing Director

Chandler Vegel, CFP®

Financial Planning Specialist, Associate

Sandra Vinas

Senior Wealth Client Service Specialist, Senior Associate

Samantha Vodvarka

Senior Client Service Specialist, Senior Associate

Senior Tax Advisor & Team Leader, Managing Director

Wealth Advisor, Director

Bryan Williams

Data Processing Specialist, Associate

Senior Tax Advisor & Team Leader, Managing Director

Jacob Witkowski

Regional Client Service Manager

Laura Wtulich

Client Service Team Leader, Senior Associate

Paul Yanke

Senior Client Accountant Specialist & Systems, Senior Associate

Portfolio Manager, Director

Managing Partner, Sports & Entertainment

Bronson Ziemke

Tax Advisor, Director

Ethan Zoellner

Senior Funds Administrator & Team Leader, Director