Institutional Client Service & Support Team

Managing Director & Head of Business Development

Career Summary
DDJ Capital Management
Morgan Stanley Investment Management
Pioneer Investments
MFS Investment Management

Education 
BA - Denison University

Vice President, Relationship Management

Career Summary
Fidelity Investments
U.S. Senate

Education 
BA - Harvard University
MBA - Xavier University

Vice President, Business Development

Career Summary
Harvest Volatility Management 
Westfield Capital Management
Santander Global Advisors 
PanAgora Asset Management

Education 
BS - Bates College

Relationship Manager

Career Summary
Fifth Third Securities

Education 
BBA - Morehead State University

Vice President, Business Development

Career Summary
Ernst & Young
Allegiant Asset Management
National City Corporation

Education 
BS - West Virginia University
MBA - University of Dayton

Vice President, Business Development

Career Summary
Window Rock Capital Partners
William Blair & Company
PNC Capital Advisors/Allegiant Asset Management
Bank of New York/Instinet

Education 
BA - North Central College

Vice President, Consultant Relations Lead 

Career Summary
RMB Capital Management  
Ariel Investments, LLC 

Education 

BA - Ohio University

Vice President, Senior Relationship Manager

Career Summary
JP Morgan Asset Management
Fidelity Investments
Sara Lee Corporation
Hewitt Associates
State of Florida Department of Insurance and Treasury

Education 
BA - Florida State University
MBA - DePaul University

Managing Director, Investment Operations

Career Summary
Fifth Third Bank
Gradison McDonald Investments
Ernst & Young LLP

Education 
BA - University of Cincinnati

Vice President, Marketing

Career Summary
Fifth Third Asset Management
Prudential Financial Inc

Education 
BA - Ohio University
MBA - Xavier University