Cleveland, Ohio

Senior Wealth Advisor, Director

Senior Tax Advisor, Director

Senior Wealth Advisor, Team Leader, Managing Director

Jonathan Barna

Portfolio Management Analyst, Associate

Ryan Bergen

Wealth Specialist, Associate

Filippo Biagiotti

Client Accounting Team Leader, Director

Corliste Brown

Client Accountant Specialist, Associate

Senior Tax Advisor & Team Leader, Managing Director

Jacob Burnett

Wealth Specialist, Associate

Wealth Advisor, Director

Managing Partner

Senior Portfolio Manager, Managing Director

Senior Wealth Advisor, Managing Director

Senior Wealth Advisor, Director

Wealth Advisor, Director

Senior Wealth Advisor & Team Leader, Managing Director

Senior Tax Advisor, Director

Tracy Davis

Data Processing Specialist, Associate

Timothy Dempsey

Portfolio Management Analyst, Senior Associate

Wealth Advisor, Director

Michelle DeVincentis

Senior Wealth Client Service Specialist, Associate

Jalen Dixon

Financial Planning Specialist, Associate

General Counsel

Senior Wealth Advisor, Managing Director

Senior Tax Advisor, Director

Senior Wealth Advisor, Managing Director

Bridget Erne

Senior Client Accountant Specialist, Associate

Lisa Fantone

Wealth Client Service Specialist, Associate

Nicole Ferraro

Wealth Client Service Specialist, Associate

Michael Fetsko

Financial Planning Specialist, Associate

Ryan Foguth

Tax Specialist, Associate

Matthew Galek

Tax Specialist, Associate

Alexa Gasparro-Carson

Tax Client Service Specialist, Associate

Keri Gilmore

Wealth Client Service Specialist, Associate

James Glending

Portfolio Management Analyst, Senior Associate

Senior Wealth Advisor, Managing Director

Senior Wealth Advisor & Financial Planning Consultant, Managing Director

Nisad Hack

Senior Funds Administrator, Director

Senior Wealth Advisor, Managing Director

Susan Hammer

Client Service Team Leader, Senior Associate

Chief Compliance Officer

Nicholas Heisterkamp

Financial Planning Specialist, Associate

Samantha Herman

Tax Client Service Specialist, Associate

Mitchell Herringshaw

Operations Team Manager, Director

Laura Hudock

Account Manager, Senior Associate

Institutional Business Development Officer, Managing Director

Tina Jacob

Operations Client Account Onboard/Offboard Team Leader, Senior Associate

Ryan Jacobs

Tax Specialist, Associate

Christophe Jambon

Portfolio Management Platform Specialist, Director

Senior Wealth Advisor, Managing Director

Senior Wealth Advisor, Director

Portfolio Manager, Director

Katherine Kelly

Portfolio Management Analyst, Senior Associate

Dalton Knott

Tax Advisor, Senior Associate

Candice Koeth

Senior Client Accountant Specialist, Associate

Kenneth Kolke

Senior Accountant, Senior Associate

Michelle Komar

Client Service Team Leader, Senior Associate

Zachary Krahe

Wealth Specialist, Associate

Senior Wealth Advisor, Managing Director

Alex Kucinski

Client Accountant Specialist, Associate

Robert Lavin

Senior Treasury Specialist & Team Leader, Director

Portfolio Manager, Director

Senior Wealth Advisor & Team Leader, Managing Director

Michelle Leovic

Data Processing Specialist, Associate

Natalia Levin-Schwartz

Senior Wealth Client Service Specialist, Associate

Wealth Advisor, Director

Meara Mahoney

Funds Administrator, Associate

Senior Wealth Advisor, Managing Director

Frank Maroun

Financial Planning Specialist, Associate

Wealth Advisor, Director

Andrew Matejin

Financial Planning Specialist, Senior Associate

Vicki Matheny

Senior Wealth Client Service Specialist, Associate

Nicole Mathews

Wealth Client Service Specialist, Associate

Luka Matic

Financial Planning Specialist, Associate

Portfolio Manager, Director

Sean Might

Senior Treasury Specialist, Senior Associate

Erica Morgan

Business Finance Manager, Director

Senior Tax Advisor, Director

Tax Advisor, Director

Laura Naples

Senior Wealth Client Service Specialist, Associate

Janet Nolan

Business Operations Manager, Senior Associate

Bradley Norton

Wealth Advisor, Senior Associate

Stephen Novak

Senior Funds Administrator & Team Leader, Director

Trisha Novak

Wealth Client Service Specialist, Associate

Margaret Nutaitis

Senior Wealth Client Service Specialist, Senior Associate

Group Head of Alternative Investments, Managing Director

Senior Wealth Advisor & Team Leader, Managing Director

Senior Wealth Advisor, Managing Director

Senior Client Service Wealth Advisor & Team Leader, Director

Senior Portfolio Manager, Managing Director

Senior Wealth Advisor, Director

Financial Planning Team Leader, Managing Director

Senior Wealth Advisor, Managing Director

Senior Wealth Advisor & Team Leader, Managing Director

Senior Portfolio Manager, Managing Director

Kevin Reddy

Senior Client Accountant Specialist, Associate

Deanna Roeger

Senior Wealth Client Service Specialist, Senior Associate

Peter Rozman

Wealth Advisor, Senior Associate

Senior Wealth Advisor, Director

Senior Wealth Advisor & Team Leader, Managing Director

National Head of MAI Benefits, Managing Director

Portfolio Manager, Director

Haley Schneider

Senior Wealth Client Service Specialist, Associate

Senior Tax Advisor, Director

Senior Portfolio Manager, Managing Director

Senior Benefits 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

Wealth Specialist, Associate

Senior Portfolio Manager, Managing Director

Charlene Stamper

Client Accountant Specialist, Associate

Senior Portfolio Manager, Managing Director

Theresa Stevenson

Client Accountant Specialist, Associate

Linda Taylor

Executive Assistant, Senior Associate

Gina Triola

Family Office Director, Senior Associate

Senior Portfolio Manager, Managing Director

Senior Tax Advisor & Team Leader, Managing Director

Regional President, Managing Director

Chandler Vegel

Financial Planning Specialist, Associate

Sandra Vinas

Senior Wealth Client Service Specialist, Senior Associate

Kenneth Vlk

Wealth Client Service Specialist, Associate

Samantha Vodvarka

Wealth Client Service Specialist, Associate

Jamie Wacker

Controller, Director

Senior Tax Advisor, Director

Wealth Advisor, Director

Bryan Williams

Data Processing Specialist, Associate

Senior Tax Advisor & Team Leader, Managing Director

Laura Wtulich

Client Service Team Leader, Senior Associate

Paul Yanke

Senior Client Accountant Specialist & Systems, Senior Associate

Portfolio Manager, Director

Chief Investment Officer

Bronson Ziemke

Tax Advisor, Senior Associate

Ethan Zoellner

Senior Funds Administrator, Senior Associate