Our Team

Is the difference

Our Team

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

Drew Horter

CEO / Founder

Jack Peters

Jack Peters

Director of Recruiting

Jim Malgeri

Jim Malgeri

Chief Operating Officer

Kevin Hetzer

Kevin Hetzer

Director of Operations

Jason Long

Jason Long

Chief Compliance Officer

Jeff Schmidt

Jeff Schmidt

Director of Advisor Experience

Pattie Hall

Pattie Hall

Executive Assistant

Evelyn Davis

Evelyn Davis

Marketing Assistant

Leigh Fisher

Leigh Fisher

Onboarding Specialist

Cindy Alexander

Cindy Alexander

IAR Support Specialist

Jessica Adams

Jessica Adams

IAR Support Specialist

Jasmine Kohli

Jasmine Kohli

Trading Analyst

Jayne Zerbe

Jayne Zerbe

IAR Support Specialist

Janet Taylor

Janet Taylor

Orion Specialist

Mitch Deskins

Mitch Deskins

Planning & Allocation Specialist

Michael Van Zile

Michael Van Zile

Business Development Specialist

Hayden Horter

Hayden Horter

Business Analyst

Griffin Horter

Griffin Horter

Technology Specialist