Team Bios

James R. McDermott CFP® linkedin

President & Co-Founder

Jim, a CERTIFIED FINANCIAL PLANNING™ practitioner, has more than 25 years of experience in providing wealth management advice. Prior to founding Madison, Jim served as Senior Vice President and Managing Director of the Provident Private Bank in Cincinnati and as Senior Vice President of the NationsBank (now Bank of America) Private Client Group in the Washington, DC area. He is a member of the Financial Planning Association and serves on the Executive Committee of the Board of Trustees of the Loudoun Country Day School.

Jim earned his B.A. from Georgetown University and the University College-Galway, Ireland.  He resides with his wife and two daughters near Leesburg, Virginia where he enjoys outdoor sports, traveling and spending time with his family.

Alan R. Henning, MA, CFA  linkedin

Principal & Senior Wealth Advisor

Alan, a Chartered Financial Analyst (CFA), has more than 25 years of experience in providing financial advice to private and institutional clients. Prior to joining Madison, Alan was Vice President and Managing Director at Provident Bank where he built a profitable lending and investment portfolio. Other experience includes serving as a Vice President at Creditanstalt in New York and Vienna, Austria. Alan began his career with the Irving Trust Bank (New York) upon graduating with an M.A. in International Economics from Johns Hopkins University (Washington D.C./ Bologna, Italy). Alan is a member of the CFA Institute and the CFA Society of Cincinnati, and a former member of the TIAA-CREF Board of Financial Advisors.

Alan earned his B.A. in economics from the University of Nebraska. He is a board member of the Dan Beard Council, Boy Scouts of America and serves on the Athletic Boosters Board of Mariemont Schools.  Alan is also a member of the Investment Advisory Committee of the Episcopal Church of the Redeemer.  Several endowment funds have elected Alan to serve as Trustee.  Alan resides in Cincinnati with his wife and four children where he enjoys coaching, cycling and skiing.

Mark C. Hogan, MBA, CWM®  linkedin

Principal & Senior Wealth Advisor

Mark, a Chartered Wealth Manager (CWM®), has more than 25 years of experience in helping clients develop customized investment plans and portfolios to reach their specific financial goals. Prior to joining Madison, Mark helped lead another successful Cincinnati-based investment advisory firm. He is a member of the CFA Institute and past president of the CFA Society of Cincinnati.

Mark holds a Masters of Business Administration from Xavier University and a B.A. in history and economics from Georgetown University in Washington, DC. He has a long history of community involvement including board and committee service on the following organizations:  Cincinnati Playhouse in the Park, Cincinnati Chapter of the American Red Cross, Daniel Beard Council of the Boy Scouts of America, ReSource, and Leadership Cincinnati.  He currently sits on the Finance Committee of St. Xavier High School, teaches classes at the Osher Lifelong Learning Institute and serves as a character coach for the “Winners Walk Tall” program, under the umbrella of the Literacy Network of Cincinnati. Mark resides with his wife in Montgomery, Ohio, and enjoys tennis, traveling, golf and writing.

Edward R. Kuresman, CFA  linkedin

Chief Investment Officer & Cincinnati Managing Principal

Ed, a Chartered Financial Analyst (CFA), has more than a dozen years of research and portfolio management experience. He is a member of the CFA Institute and past President of the CFA Society of Cincinnati. In 2014, Ed was named to the Cincinnati Business Courier’s Forty Under 40 class, chosen from over 400 nominees as our next generation of leaders.  He is very active in numerous charitable endeavors including the Inner City Tennis Project and the Peaslee Neighborhood Center both of which create opportunities for residents of Cincinnati’s Over-the-Rhine community. Ed serves on the endowment committee for Adath Israel Congregation, The Cedar Village Foundation and The Jewish Federation of Cincinnati.  In 2009, Ed was recognized as a “Volunteer of the Year” by the Jewish Federation of Cincinnati for his efforts and in 2012 was awarded the Kate S. Mack Young Leadership Award.

Ed graduated from Bowling Green State University with a B.S. in Business Administration, majoring in Finance. A highly ranked amateur tennis player, Ed was co-captain and four-year member of his university’s varsity tennis team. A Cincinnati native, Ed resides with his wife and two children in Symmes Township.

Joseph C. Hack, CFP®  linkedin

Principal & Senior Wealth Advisor

Joe, a CERTIFIED FINANCIAL PLANNING™ professional, has nearly 20 years of experience in providing financial advice to private clients and is head of the firm’s financial planning team. His passion for the financial planning process lies in the education and empowering of Clients, enabling them to make sound financial life decisions. Prior to joining Madison, Joe was a Branch Manager and Vice President of TD Waterhouse (now TD Ameritrade). He is a member of the Southwest Ohio Chapter of the Financial Planning Association.

A Cincinnati native, Joe graduated from Purcell Marian high school and attended Miami University in Oxford, OH on a four-year Evans Scholarship where he majored in Finance and earned his B.S. from the Farmer School of Business. Married with two children, Joe resides in Fort Thomas, KY where he is active in the community coaching youth sports and serving as a Junior Achievement classroom volunteer. His interests include staying physically active, coaching baseball, cooking & entertaining, and traveling around the United States with his family.

Richard England, MBA, CFP®  linkedin

Senior Wealth Advisor

Rick, a CERTIFIED FINANCIAL PLANNING™ practitioner, has more than 25 years of investment management experience and is a member of the Financial Planning Association. Prior to joining Madison, Rick was a Private Investor and involved with the Hechinger Company. Active in his community, Rick serves on the Finance and Investment Committees for St. Andrews High School in Potomac, MD and is a member of the President’s Council of Higher Achievement Program of Washington, DC.  He has been strategically involved with the Latin American Youth Center (LAYC) for many years and is founder and chair of its Future Fund.  Rick also sits on the advisory board for the 11th Street Bridge Park in DC and serves as President of the Lois and Richard England Family Foundation.

Rick earned his M.B.A. from the Fuqua School of Business at Duke University and his B.S., Summa Cum Laude, from the University of Maryland. Rick also attended Georgetown University’s Financial Planning Program. A lifelong Washingtonian, Rick is married with three children, and enjoys cycling, tennis, photography and skiing.

Julie Albright, MBA, CFA, CFP®  linkedin

Wealth Advisor

Julie, a Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ practitioner, has nearly 20 years of experience in the financial services industry. Most recently, Julie led the development of advisory services for retirees at Financial Engines, Inc., an independent investment advisor based in Sunnyvale, CA. Julie was Director of Investment Advisory Services at Harris myCFO, Inc., a San Francisco based wealth management firm serving high-net-worth individuals and families.  Julie is a member of the CFA Institute, the CFA Society of Cincinnati, and the Financial Planning Association of Southwestern Ohio. Active in her community, Julie serves as a Junior League of Cincinnati Endowment Trustee and volunteers with numerous organizations focused on education, including instruction in financial literacy. She is also a member of Impact100, a charitable giving circle based in Cincinnati.

Julie earned her MBA from Stanford University with a focus in Finance and Strategy. She earned her BA in Mathematics and Economics, summa cum laude, from Bowdoin College, and studied abroad at the London School of Economics. Julie resides with her husband and two children in Mason, Ohio.

Robert “Rob” E. Copeland, III, CFP®, CAP®  linkedin

Wealth Advisor

Rob is a CERTIFIED FINANCIAL PLANNER™ practitioner with nearly 15 years of experience in the financial services industry.  Most recently, Rob was with USAA in Vienna, Virginia serving as a wealth manager.  Previously Rob was a relationship manager at an independent advisory practice in Vienna, VA which served affluent families.   He is a member of the National Capital Area Chapter of the Financial Planning Association.  In addition, Rob is a Chartered Advisor in Philanthropy (CAP®) and served as the Director of Philanthropic Development at a financial consulting firm in New England.

A Northern Virginia native, Rob earned his BA in Finance from James Madison University.  Married with three children, Rob resides in Fairfax, VA where he is active volunteering at his children’s school, family’s church, and running for Athletes v. Epilepsy. Rob also enjoys reading historical biographies, family travel to New England, and playing competitive amateur golf.

Bradley Meeks, CFA  linkedin

Senior Portfolio Manager

Brad, a Chartered Financial Analyst (CFA) has over a decade of experience in the financial services arena. Prior to joining Madison, Brad was a senior investment officer and portfolio manager at First Financial Bank.  Previous to this, Brad was an equity analyst for Morningstar in Chicago and RS Investments in Chapel Hill on both the buy and sell side. Brad started his career at Deloitte & Touche, where he focused on operational and strategy engagements in the investment management area.

Brad has been quoted and featured in video and print publications including the Wall Street Journal, WSJ Smart Money, Barron’s, Crain’s Business, and Dow Jones Market Watch.  He is a member of the CFA Institute and the CFA Society of Cincinnati.

With a double major in Finance and Management Information Systems, Brad earned his B.S. from Miami University’s Farmer School of Business. He currently serves on the University of Cincinnati Economics Center YP board and was selected for the United Way of Greater Cincinnati’s Board Orientation and Leadership Development program. Brad also serves on Miami University’s Professionals Advisory Council for the Farmer School of Business. Brad is a Cincinnati native, growing up in Mason and attending Moeller High School.  He resides in Madeira with his wife, Jaclyn.

Kevin Woodard, Esq. 

Chief Compliance Officer

As President of Dinsmore Compliance Services, Kevin was hired by Madison as its Chief Compliance Officer in 2015.  Kevin has served as chief compliance officer and chief legal officer for a variety of registered investment advisers and broker-dealers, as well as counsel for various mutual fund groups. His hands-on experience with legal and compliance groups has proved most helpful in his work with our firm.

Kevin earned his J.D. at the University of Cincinnati College of Law in 1991.  He currently resides in Milford, Ohio with his wife Kristin and their four children. During the summer, Kevin and his family like spending weekends waterskiing at their lake house in Indiana.

Kim C. Corney

Client Services

Kim has more than 25 years of finance and accounting experience. Prior to joining Madison, Kim served as a staff accountant for eight years at a leading Midwestern architecture and design firm. Previous to this, Kim spent a combined 13 years with the national accounting firms of Grant Thornton and Price Waterhouse Coopers. Kim also served several years on the Board of the Cincinnati Chapter of the American Business Women’s Association.

A Cincinnati native, Kim is married and has one son. She enjoys cooking, reading, gardening and being outdoors in nature. Kim loves animals and has been a volunteer at Save the Animals Foundation for many years.

Katalin Őri

Client Services

Kati joined the Madison team in 2005 after working at the Cincinnati Art Museum. Before moving to Cincinnati, Kati served as Circulation Department Supervisor at the University of Maryland’s Health Science and Human Services Library.  And while still living in Hungary, Kati was part of a publishing team at the Hungarian Academy of Sciences – Konkoly Observatory. She also served as Executive Secretary to the President of the Hungarian National Agricultural Cooperative.

Kati earned her B.S. in Library Sciences at the Bessenyei György Teachers College in Nyíregyháza, Hungary. Born and raised in Budapest, Hungary, Kati formerly served as a Hungarian translator volunteer for the American Red Cross’ Holocaust & War Victims Tracing Center in Baltimore, Maryland.  She now resides in Cincinnati with her husband and son. When away from the office she enjoys traveling, music and art.

Jeanne Sands, RP® linkedin

Client Services, Registered Paraplannersm

Jeanne joined the Madison team in 2015 and obtained her designation as a Registered ParaplannerSM in December 2016. Prior to joining Madison, Jeanne worked as a Legal Assistant for a highly regarded estate planning law firm in Vienna, Virginia. She also worked as a Data Breach Services Manager providing corporate breach remediation and response services for a company based in Chantilly, Virginia. Jeanne earned her B.S. in Integrative Studies with a Concentration in Health Sciences at George Mason University.

A Northern Virginia native, she resides in Leesburg, Virginia with her husband, a Maryland firefighter, and their two young sons. When away from the office, Jeanne enjoys writing, yoga, trying out new restaurants, and is a huge fan of the Washington Redskins and the New York Mets.

Rebecca McDermott  linkedin

Communications Strategist

Rebecca joined the Madison team in 2012 as the firm’s Communications Strategist.  She manages the firm’s website content, writes for and publishes Madison’s monthly e-newsletter and coordinates printed materials and advertising. Rebecca has a background in commercial banking, finance and management with more than 25 years of professional work experience. She earned her B.A., Summa Cum Laude, from George Mason University and has completed Masters level courses at the University of Cincinnati.

Active in her community, Rebecca is a grant-maker for the Loudoun Impact Fund (LIF), a philanthropic organization based in Loudoun County, Virginia. LIF is a component fund of the Community Foundation for Loudoun & Northern Fauquier Counties. Rebecca also served as a 100WomenStrong grant-maker for five years and a Trustee for Inova Loudoun Hospital Foundation Board for two years.  Born and raised in McLean, Virginia, Rebecca currently resides in Leesburg with her husband and two daughters.