"We believe that each one of our clients has unique financial needs. That is why we take the time to help them understand their financial goals and craft an appropriate investment strategy designed to meet these goals with the least amount of risk."
| Madison Wealth Management |
Cincinnati |
Principal and Senior
Wealth Advisor |
2009 - Present |
Riverpoint Capital
Management |
Cincinnati |
Managing Director |
2002 - 2009 |
| O’Sullivan, Sims & Hogan |
Cincinnati |
Principal |
1999 - 2002 |
Haberer Registered
Investment Advisors |
Cincinnati |
Senior Vice President |
1992 - 1999 |
| US Bank |
Cincinnati |
Vice President |
1989 - 1992 |
Xavier University, Cincinnati, OH
 |
Graduated with a Masters of Business Administration |
Georgetown University, Washington, DC
|
Graduated with a Bachelor of Arts |
CFA Institute
CFA Society of Cincinnati, Board Member, 1995 – 2001, President of the Board, 2000
American Bankers Assoc., taught Investment Courses, 1991, 2000
Boy Scouts of America, Dan Beard Council, Board Member, 2005 – Present
Playhouse in the Park, Board Member, 2003 – 2009
American Red Cross, Cincinnati Chapter, Board Member, 2005 – Present
American Red Cross, Cincinnati Chapter, Finance Committee, 2002 – Present
ReSource, Board Member, 2000 – 2006, Chairman of the Board, 2004 & 2005
Leadership Cincinnati Alumni Board, 2007 - Present
Georgetown Alumni Club
|