Our Team - Horter Investment

We’re a family at Horter, and you’re welcome here.

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!

Drew Horter

CEO / Founder

Jack Peters

Director of Recruiting

Jim Malgeri

Chief Operating Officer

Kevin Hetzer

Director of Operations

Jason Long

Chief Compliance Officer

Jeff Schmidt

Director of Advisor Experience

Avery Robbins

Director of Marketing

Pattie Hall

Executive Assistant

Sarah Botwright

Marketing Supervisor

Evelyn Davis

Marketing Assistant

Leigh Fisher

Onboarding Specialist

Cindy Alexander

IAR Support Specialist

Jessica Adams

IAR Support Specialist

Jasmine Kohli

Trading Analyst

Jayne Zerbe

IAR Support Specialist

Janet Taylor

Orion Specialist

Mitch Deskins

Planning & Allocation Specialist

Michael Van Zile

Business Development Specialist

Hayden Horter

Business Analyst

Griffin Horter

Technology Specialist

We describe the Horter investment management platform by using the terms “Low Risk” and “Low Volatility” to emphasize the strategies employed by our money managers. However, notwithstanding the risk management strategies employed by these money managers, certain investment portfolios employed by our money managers present a greater degree of investment risk than others depending upon the performance of the underlying securities. We typically refer to these strategies as “Moderate Risk” and “Moderate Volatility”. Such performance can be impacted by a number of risk factors, including but not limited to (i) the level of price volatility (equity securities generally have greater price volatility than debt securities, (ii) changes in interest rates, and (iii) the ability of the manager to purchase or sell a security in a timely manner at desired prices.

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Horter Financial Strategies, LLC. Securities transactions for Horter Investment Management clients are placed through E*TRADE Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.