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!
CEO / Founder
Director of Operations
Chief Compliance Officer
Executive Assistant
Marketing Support
Marketing Supervisor and Onboarding Specialist
IAR Support Specialist
IAR Support Specialist
New Business Support
Trading Analyst
Technology Specialist
Director of Advisor Development
Investment Strategist
Corporate Strategist
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