Org chart
Dave Fulton
Co-Chairman and CEO
Dave Fulton
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Carl Tippit
Co-Chairman
Kenneth R. Morgan
President & CEO, Clearstead Trust
Bradley Knapp CFA, CAIA
President
Trent Meyerhoefer
Chief Financial Officer
Steve Wolken
Chief Compliance Officer
Andrew Wallerstein
CEO, Avalon Trust
Michael P. Shebak III
EMD, Head of Institutional Client Group
Wayne Wilbanks
Executive Managing Director
Cindy Steeb
Senior Managing Director
Jane Battes
Senior Managing Director, HR
Cindy Steeb Mba, Jd
Senior Managing Director Trust Administration Services
Anthony G. Micheli
Senior Managing Director
David A. McClearn
Senior Managing Director
David J. Rubis
Senior Managing Director
Jonathan A. Watts
Senior Managing Director, Tax
Theodore J. Robbins
Senior Managing Director
Shirley Baldwin
Senior Managing Director
Steve Bowery
Senior Managing Director
Douglas Krapf
Senior Managing Director
James D. Awad
Senior Managing Director
Gregory Q. Lonczak
Senior Managing Director
James Barsella
Senior Managing Director
Kyle Elliott
Senior Managing Director
Mark Warden
Senior Managing Director
Roger Scheffel
Senior Managing Director
Matthew Shannon
Senior Managing Director
Andrew Awad
Managing Director
Sharon Whitacre
Managing Director
David Wohlabaugh
Managing Director
Wayne House
Managing Director
Dan Powell
Managing Director
Paul Ferwerda
Managing Director
Amie Baty
Managing Director
Scott McCluney
Managing Director
Connor Fanney
Managing Director
Joseph Baranek
Managing Director
Edward Mielcarek
MD, Information Technology Operations
Theresa Garber
MD, Operations & Integration
Mitchell R. Herringshaw
Senior MD, Enterprise Operations
Tom McNally
MD, Trading
George Millich
Managing Director, Trusts & Estates
John Hartman
Managing Director
Mario Mastroianni
MD, Enterprise Business Development
Joseph T. Adams
Director
Alexander Shannon
Director, Business Development
Sophia Ivancich
Director
Brianna Shughrou
Director
Kurt Evertz
Director
Mike Mclelland
Director, Alternative Investments
Ana Gomes
Director, Financial Reporting & Analysis
Maria Salova
Director, Marketing & Brand
Sarah Larkin
Director, Reporting
Caroline Pace
Director
Danny Pizetoski
Senior Portfolio Manager & Research
Patrick Spittler
Senior Portfolio Manager
Abigail C. Kirk
Associate Portfolio Manager
Suzanne Morris
Project Manager
Jacob Voight
Associate Portfolio Manager
Susan Foster
Executive Assistant
Dresden Moll
Trust Services Coordinator
Jackie Nugent
Salesforce CRM, Team Lead
Jennifer Lucas
Office Administrator
Kimberly A. Herbst
Senior Client Service Associate
Theresa Stuckart
Senior Client Service Associate
Mackenzie Moorhouse
Senior Client Service Associate
Suzanne O'donnell
Senior Client Service Associate
Kristin Light
Senior Client Service Associate
Maggie Dean
Senior Client Service Associate
Kristen Zigrang
Senior Client Service Associate
Sandra J. Wallenhorst
Senior Associate, Reporting
Bob Lavin
Senior Associate, Compliance
Tyler Colton
Senior Associate
Rich Ahrens
Senior Associate
Patti Noel
Senior Performance Analyst
Bethany Kent-Hawkins
Client Service Associate
Emily Beiswenger
Client Service Associate
Julia Vicchio
Client Service Associate
Ericken Moore
Client Service Associate
Dominic Caserio
Planning Associate
Nico Cefaratti
Planning Associate
Liz Piper
Planning Associate
Marybeth L. Setele
Planning Associate
Alex Enasel
Planning Associate
Constance Allen
Planning Associate
Ben Kaplan
Planning Associate
Erin Abate
Planning Associate
Thomas J. Spear
Planning Associate
Quinton Farren
Planning Associate
Rayann Boden
Client Service Associate
Zach Rice
Reporting Associate
Andrew Avery
Reporting Associate
Kirtan Patel
Reporting Associate
Quiana Steele
Client Service Associate
Tim Mcdaniel
Reporting Associate
Bethany Kent
Client Service Associate
Riley Fraim
Planning Associate
Dylan Ejhinger
Operations Analyst
Justin Miller
Planning Associate
Nicholas J. Keron
Performance Analyst
Rasheed Kahn
Planning Associate
Cynthia Miller
Planning Associate
Melissa Rene
Planning Associate
