When we say it’s about people, not portfolios, that applies to our team too. Skim the bios of our team below, and you’ll see a common theme – longevity. When people join us, they stay. We’re proud to be named one of Cincinnati’s best places to work, and we’re even more proud to be the kind of company people want to work for!
President and CEO
Executive Vice President
Director of Operations
Chief Compliance Officer
Director of Business Development
Director of Marketing
Executive Administrative Assistant
Marketing Supervisor
Marketing Assistant
Business Development Specialist
Compliance Supervisor
Compliance Analyst
IAR Support Specialist
IAR Support Specialist
Trading Analyst
IAR Support Specialist
Orion Specialist
Planning & Allocation Specialist
Business Development Specialist
Lead Project Manager
Advisor Onboarding Specialist