Client Service & Support Team

Managing Director, Business Development & Relationship Management

Career Summary
Dean Investment Associates
Merrill Lynch
Banc One Investment Advisors

Education 
BA - Miami University
MBA - Xavier University

Vice President, Director of Institutional Relationship Management

Career Summary
Eagle Realty Group
Western & Southern Financial Group
State of Ohio Department of Taxation

Education 
BSBA - University of Dayton
MBA - Xavier University

Vice President, Business Development

Career Summary
Fidelity Investments
U.S. Senate

Education 
BA - Harvard University
MBA - Xavier 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, Business Development

Career Summary
Procter & Gamble
KPMG

Education 
BS - Miami University
MBA - University of Cincinnati

Assistant 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

Vice President, Business Development

Career Summary
Aegon Asset Management
Athene Asset Management

Education 
BS - Morningside College
MBA - Drake University

Vice President, Investment Operations

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

Education 
BA - University of Cincinnati

Assistant Vice President, Marketing

Career Summary
Fifth Third Asset Management
Prudential Financial Inc

Education 
BA - Ohio University
MBA - Xavier University