Partners

Christopher D. Bart

Managing Director, Partner

Email Christopher
440.459.5920
Cleveland, OH
Robert  Coode

Managing Director, Partner

Email Robert
440.459.5910
Cleveland, OH
Bob  Coode

Managing Director, Partner

Email Bob
440.459.5940
Cleveland, OH
Wendy L. Eldridge

Managing Director, Partner

Email Wendy
440.459.5915
Cleveland, OH
Charles D. Moore

Managing Director, Partner

Email Charles
330.576.0719
Fairlawn, OH
Perry D. Reghetti

Managing Director, Partner

Email Perry
330.483.5199
Akron, OH
Matthew J. Reghetti

Managing Director, Partner

Email Matthew
330.483.5141
Akron, OH
Eric  Wulff

Chief Executive Officer

Email Eric
440.459.5905
Cleveland, OH

Advisory Team Members

Shaun  Cox

Client Manager

Email Shaun
440.459.5912
Cleveland, OH
Thomas  Filomeno

Financial Advisor

Email Thomas
860.760.0640
Hartford, CT
Korinna A. Gundrum

Client Manager

Email Korinna
440.459.5908
Fairlawn, OH
Richard M. Marciano

Financial Advisor

Email Richard
860.760.0699
Hartford, CT
Michael T. McKeown

Chief Investment Officer

Email Michael
216.242.0899
Cleveland, OH
Kenneth  Mears

Financial Advisor

Email Kenneth
440.352.1208
Concord, OH
David  Rome

Financial Advisor

Email David
440.459.5914
Cleveland, OH
Patricia E. Small

Financial Advisor

Email Patricia
860.760.0665
Hartford, CT
Alexander D. Sterba

Financial Advisor

Email Alexander
330.564.8592
Fairlawn, OH
Louis  Trivisonno

Financial Advisor

Email Louis
440.459.5917
Cleveland, OH
Michael  Van Himbergen

Financial Advisor

Email Michael
440.459.5949
Cleveland, OH
Zachary G. Williams

Financial Advisor, Education Specialist

Email Zachary
440.459.5916
Cleveland, OH
Alynne D. Zielinski

Manager, Financial Planning

Email Alynne
440.459.5922
Cleveland, OH

Operational Staff

Allison  Bourne

Client Service Associate

Email Allison
440.352.1208
Concord, OH
Michael  Granito

Manager, Data Analytics

Email Michael
440.459.5907
Cleveland, OH
Molly A. Halpin

Operations Associate

Email Molly
330.483.5181
Akron, OH
Cassandra  Horton

Manager, Client Services

Email Cassandra
440.459.5948
Cleveland, OH
Melissa A. Metzger

Director, Client Services

Email Melissa
330.563.4265
Akron, OH
Macoy  Pizzute

Investment Analyst

Email Macoy
330-576-1830
Fairlawn, OH
Constance  Pyles

Manager, Client Services

Email Constance
440.459.5913
Cleveland, OH
Leeann L. Schultz

Chief Compliance Officer, Director of Operations

Email Leeann
440.459.5909
Cleveland, OH
Nikea  Stathopoulos

Internal Client Manager

Email Nikea
440.459.5918
Cleveland, OH
Matthew S. Wisz II

Operations Associate

Email Matthew
440.459.5921
Cleveland, OH