Team Bios

James R. McDermott CFP® linkedin

President & Co-Founder

Jim, a CERTIFIED FINANCIAL PLANNING™ practitioner, has more than 30 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 long-time member of the Financial Planning Association and very active in his community. Jim currently serves on the Board of Trustees of the Inova Loudoun Hospital Foundation, as well as on the board of Morven Park. He is also a founding member of the Loudoun Impact Fund giving circle. For nearly a decade, Jim also served on the Board of Trustees of Loudoun Country Day School including roles as Treasurer and Executive Committee member.

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.

Edward R. Kuresman, CFA  linkedin

Chief Investment Officer & Cincinnati Managing Principal

Ed, a Chartered Financial Analyst (CFA), has more than 15 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 2019, Ed was named to the Cincinnati Business Courier’s Leadership Trust which is an invitation-only organization for successful executives.  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, and is past-president of Rockwern Academy. 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. 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.

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.

Alan R. Henning, MA, CFA  linkedin

Principal & Senior Wealth Advisor

Alan, a Chartered Financial Analyst (CFA), has more than 30 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 as chair of several fundraising projects. 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.  Married with four children, Alan resides in Cincinnati where he enjoys traveling, cycling, skiing, and backpacking.

Joseph C. Hack, CFP®  linkedin

Principal & Senior Wealth Advisor

Joe, a CERTIFIED FINANCIAL PLANNING™ professional, has over 25 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, is a board member for the Kentucky Power baseball organization, and serves 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.

Sally Humphrey, MBA

Senior Wealth Advisor
Director of Operations

Sally has over 25 years of experience in the investment advisory industry. Prior to joining Madison in 2019, Sally served as Greystone’s Chief Executive Officer and Chief Compliance Officer. Prior to this, Sally was a professional with Bartlett & Co. in Cincinnati.

Sally earned her B.S. in Chemistry from the University of Cincinnati and a Masters of Business Administration from Xavier University. She volunteers her time at the Cincinnati Hills Christian Academy as a member of the Board of Trustees Advancement Subcommittee as well as the Business Owner Roundtable. Outside of work, Sally enjoys spending time with family and traveling. She currently resides in Cincinnati with her husband and two children.

Bradley Meeks, CFA  linkedin

Principal & Senior Portfolio Manager

Brad, a Chartered Financial Analyst (CFA) has over 15 years 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, NC 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, Cincinnati Business Courier, 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 Board of Trustees for the Alpaugh Family Economics Center at the University of Cincinnati and was selected for the United Way of Greater Cincinnati’s Board Orientation and Leadership Development program. Brad previously served on Miami University’s Professionals Advisory Council for the Farmer School of Business. In 2019, Brad was named to the Cincinnati Business Courier’s Forty under 40 Class. Brad is a Cincinnati native and graduate of Moeller High School.  He currently resides in Madeira with his wife and two sons.

Peter F. Levin, CFA, LLB

Consulting Investment Strategist

Peter, a Chartered Financial Analyst (CFA), co-founded Greystone Investment Management, LLC, a Cincinnati-based firm that joined Madison in January 2019. Peter served as Greystone’s Chairman and Chief Investment Officer for close to 20 years. Prior to founding Greystone, Peter was with Bartlett & Co for over 30 years, serving in various leadership capacities including Partner, Member of the Board of Directors, Senior Portfolio Manager, Head of Equity Research and Chairman of Mutual Funds.

Peter earned his B.A. from Williams College and holds a Bachelor of Laws degree from the University of Michigan, School of Law. He serves on the Boards of the Cincinnati Psychoanalytic Institute, Ohio Justice & Policy Center, and Project Grad. In addition, Peter also serves as President of the Levin Family Foundation.

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 National Board of Higher Achievement and is chair of its Fund Development Committee. He also serves on the Investment Committee for St. Andrews High School in Potomac, MD and is a past board member of Washington Youth Baseball Academy.  Recently, Rick joined the Advisory Board for the 11th Street Bridge Park in Washington, DC. He has been strategically involved with the Latin American Youth Center (LAYC) for many years and is founder of its Chairman’s Council. Rick also serves as president for the England Family Foundation.

Rick earned his M.B.A. from 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.

 

Eric Ross

Eric Ross, CFP®  linkedin

Senior Wealth Advisor

Eric, a CERTIFIED FINANCIAL PLANNER™ practitioner, has more than 15 years of experience in helping individuals and families achieve their financial goals. Prior to joining Madison, Eric was a Shareholder and Director of Financial Planning for a large advisory firm where he served clients with complex financial needs and led the firm’s financial planning services. Previous to this, Eric was a management consultant with two leading global consultancies, Deloitte Consulting and Accenture.

Eric earned his B.S. in Business Administration from The Ohio State University, where he also received the Pacesetter Award for his leadership. Eric stays involved at Ohio State serving as a mentor in the Fisher College of Business and participating in pro-bono financial planning work with the financial planning program. Eric is also a Certified Business Coach for the Flywheel Social Enterprise hub where he helps entrepreneurs accelerate their business success. He serves on the board of NAPFA Midwest. Eric is a 2016 graduate of United Way of Greater Cincinnati’s Board Orientation & Leadership Development class. He has been quoted and featured in print publications including the Wall Street Journal, Kiplinger, the New York Times, and Consumer Reports.

Married with two children, Eric resides in Blue Ash where he enjoys being active outdoors, cooking, traveling, and coaching youth soccer.

Heather Molloy, CFP®, CPA linkedin

Wealth Advisor

Heather, a CERTIFIED FINANCIAL PLANNING™ practitioner and Certified Public Accountant (CPA), has close to 25 years of experience in providing financial, tax and strategic planning advice. In addition to holding CFP® and CPA designations, Heather is a member of the American Institute of Certified Public Accountants. Prior to joining Madison, Heather ran her own tax and business advisory firm for five years. Previously, Heather was employed as a controller, finance, and human resource professional by several small-to-mid-sized companies in the Washington, DC area.

Heather earned her B.S. in Accounting from the University of Richmond in Virginia. Active in her community, Heather serves on the Financial Aid Committee for A Place to Be, based in Middleburg, Virginia, and is on the board of the Lenah Mill Marlins community swim team. She resides with her husband and three children in Aldie, Virginia.

Michael Reed, CFA, MBA

Senior Portfolio Manager

Michael, a Chartered Financial Analyst (CFA), was Director of Equity Research at Greystone Investment Management prior to joining Madison in 2019. Previous to this, Michael held several professional positions at PNC Bank and Fidelity Investments. Michael is a member of the CFA Institute and CFA Society of Cincinnati.

Michael earned his B.S. in Business Administration from Miami University and holds a Master of Business Administration degree from Xavier University. Michael resides in Madeira, Ohio with his wife and two sons, and enjoys coaching youth sports in his community.

Jeanne Sands, FPQPTM linkedin

Financial Planner

Jeanne joined the Madison team in 2015 and obtained her designation as a Financial Paraplanner Qualified ProfessionalTM 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 passionate fan of the Washington Redskins and the New York Mets.

Brian Torbeck, CFA

Associate Portfolio Manager

Brian, a Chartered Financial Analyst (CFA), joined Madison in 2020 from PNC Financial Services where he worked within their Institutional Asset Management group. At PNC, Brian primarily assisted local non-profit organizations and companies, helping them to achieve their financial objectives. He has extensive experience working with endowments, foundations, pension plans, and profit-sharing plans. Prior to that position, Brian worked as an Investment Analyst in PNC’s Wealth Management group. Brian is a member of the CFA Institute and CFA Society of Cincinnati.

A graduate cum laude of Miami University with a B.S. in Business Administration, Brian majored in Finance & minored in Entrepreneurship. Brian is a Cincinnati native, growing up in Evendale and attending St. Xavier High School. Outside of work he enjoys staying active, golfing, and keeping up with local sports teams. Brian currently resides in Norwood.

Sheila Adika, MBA

Trader and Portfolio Reporting Associate

Sheila joined Madison in 2019, moving with Greystone Investment Management where she was a trader and portfolio associate. Prior to joining Greystone, Sheila was a Senior Operations Associate at Johnson Investment Counsel. She started her career as an Investment Associate for an investment advisory firm based in Cleveland, Ohio.

Sheila earned her B.S. in Business Administration in International Business from the Bowling Green State University and she holds a Master of Business Administration degree in Finance from Cleveland State University. Along with several other Madison team members, Sheila volunteers her time with the Student Enterprise Program (StEP). Born in Accra, Ghana, Sheila currently resides in Madisonville, Ohio. She enjoys traveling, reading, music, and cheering on Chelsea FC.

Jayme Harris

Financial Planner

Jayme joined the Madison team in 2019 as a Financial Planner. She has more than 15 years of experience in the financial services industry. Prior to joining Madison, Jayme worked in a similar role for another independent wealth management firm in Cincinnati.

Jayme earned her B.S. in Business Administration, majoring in Finance from the University of Louisville. She resides in Ft. Thomas, Kentucky with her husband and four sons. When away from the office, Jayme enjoys watching her boys participate in sports, reading and spending time outdoors.

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.

Alexis Connolly

Client Services

Alexis joined the Madison team in 2019 as a Client Services Specialist. Prior to joining Madison, Alexis worked as the Director of Business Operations for Inflexion Advisors, a boutique human resources consulting firm with a national clientele. Alexis has also worked as an educator in the classroom, teaching hearing impaired students as well as serving as Vice Principal at two separate Virginia schools for over a dozen years. While situated primarily in our Northern Virginia office, Alexis also provides additional support to our Bethesda office, working with Senior Wealth Advisor, Rick England and the England Family Foundation.

Alexis received her undergraduate degree from Rollins College, her Masters in Education from Gallaudet College, and a graduate certificate in School Administration from Virginia Commonwealth University. She is fluent in English, Spanish and American Sign Language and has lived and worked in Venezuela, Puerto Rico, The Bahamas and Canada. Alexis currently resides in Purcellville, Virginia with her husband, and has two daughters. When away from the office, Alexis enjoys spending time with her family and Golden Retrievers, travelling and making family movies.

Denise Boyd

Denise Boyd linkedin

Client Services

Denise joined the Madison team in 2021 as a Client Services Specialist. She is driven and dedicated to providing exceptional service to all Madison clients. Before joining Madison, Denise worked in a similar role for a large brokerage firm. She was responsible for the branch’s day-to-day operations, ensuring their procedures and paperwork adhered to corporate and industry protocols. Denise has also worked as a licensed real estate agent, where she guided clients through home buying, selling, and leasing residential properties.

Denise has lived in Japan, Hawaii, San Diego, California, and Norfolk, Virginia, where she served as Ombudsman to the USS Mitscher before relocating to the Northern Virginia area. Denise attended the University of the Philippines. Married with three children, Denise resides in Leesburg. She enjoys karaoke, spending time with her family, and traveling.

Beth Stanfield

Client Services

A Cincinnati native, Beth comes to Madison having spent 22 years as an executive office administrator with FSI Group, LLC, a Cincinnati-based investment advisory firm managing long and short equity hedge funds, and private equity funds. She began with FSI two years after they were founded and was instrumental in running the back office of their business while also working with clients to manage their administrative needs.

Active in the community, Beth frequently volunteers at City Gospel Mission, and has been a project leader for Go Local of Crossroads Church. She resides in Independence, Kentucky with her husband and two dogs. Beth enjoys traveling, reading, and walking with her dogs.

Laura Sullivan

Client Services

Laura joined the Madison team in 2019 as a Client Services Specialist. Earlier in her career, Laura worked as a Financial Consultant at Merrill Lynch, and an Investment Advisor at Charles Schwab. She then moved to the classroom as an educator, teaching 7th grade Pre-Algebra and Math. Most recently, Laura was a business advisor for Northern Virginia based Mind Thread Consulting.

Laura earned a double major in Economics and Business Administration at the University of New Hampshire, Whittemore School of Business. She currently resides in Aldie, Virginia with her husband and two children. When away from the office, Laura enjoys hiking, figure skating, and making artisanal homemade breads.

Stephanie Van De Velde

Client Services

Stephanie joined the Madison team in 2019, moving with Greystone Investment Management where she served as Director of Operations. Prior to her Director role, Stephanie assisted in managing operations and compliance at Greystone.

Stephanie graduated from Lakota High School in Cincinnati and attended Wilmington College. She grew up in West Chester, Ohio and currently resides in Colerain Township with her husband and son. Stephanie enjoys boating, spending each summer on Lake St Clair in Michigan and Lake Norris in Tennessee. In addition to boating, she enjoys motorcycle rides with her husband, knitting in winter months, volunteering at local parks and Mathew 25 Ministries, and spending time with family.

Sheila Zenni

Client Services

Sheila joined the Madison team in 2018 after working at First Financial Bank as a Wealth Management Coordinator and Executive Assistant for over 7 years. Prior to this, Sheila worked at Western & Southern Life Insurance and Provident Bank. Sheila has been in the financial services industry for over 35 years.

Active in her community, Sheila supports veteran’s organizations, Susan G. Komen, and has volunteered with Milford Miami Ministries, The Drop Inn Center, and the Student Enterprise Program (StEP). Sheila and her husband reside in Cincinnati and are the proud parents of two daughters and a grandson. When away from the office she enjoys hiking, gardening, reading, and spending time with family and friends.

Melissa Anderson

Operations Associate

Melissa joined Madison in 2019, moving with Greystone Investment Management where she was the Compliance Officer and Human Resources Assistant. Prior to joining Greystone, Melissa was a Paralegal at Keating Muething & Klekamp PLL for over 10 years. Melissa served on the Ohio State Bar Association Paralegal Certification Board for several years.

Melissa earned her B.A. degree in History and a Legal Assisting Certificate from the University of Cincinnati. She is an active member in her community, supporting numerous organizations with her time and talent, including St Vincent de Paul, Max’s Meals & More, and the Reds Community Fund. She also volunteers on a regular basis at Immaculate Heart of Mary Parish. Melissa resides in Cincinnati, Ohio with her husband and two daughters. When away from the office, she enjoys volunteering, reading and traveling.

Kristyn Bridges

Kristyn Bridges

Office Administrator

Kristyn joined Madison early in 2021 as the firm’s Office Administrator. She comes to Madison having spent several years as an administrative assistant in the greater Cincinnati area. In addition, Kristyn founded her own literary editing company several years ago. She has edited fiction and non-fiction novels, articles, biographies, and website content. Kristyn is also a contributing writer and former editor for Women of Cincy. A graduate of Knox College, Kristyn earned her B.A. in English Literature.

Kristyn currently resides in Cincinnati with her fiancé and son. During her spare time, she likes to read, write, and catch up with family and friends.

Rebecca McDermott  linkedin

Communications Strategist

Rebecca joined the Madison team in 2012 as the firm’s Communications Strategist. She provides content for and edits Madison’s monthly e-newsletter, and assists in managing the firm’s website. 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 studied Historic Preservation 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. She is also a board member of Land Trust of Virginia, an organization that partners with private landowners who wish to voluntarily protect and preserve their land using conservation easements. 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.

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.