Our Family of Companies
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Institutional Client Service & Support Team

Business & Relationship Management Professionals

photo of Jack O'Connor

John F. O'Connor

Managing Director & Head of Business Development

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

BA - Denison University

Meet Jack O'Connor
Joe Don Cole

Joe Don Cole

Vice President, Relationship Management

Career Summary
Fidelity Investments
U.S. Senate

BA - Harvard University
MBA - Xavier University

Meet Joe Don Cole
photo of Mort Fearey

Morton L. Fearey II

Vice President, Business Development

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

BS - Bates College

Meet Mort Fearey
Misty Knoll

Misty R. Knoll

Relationship Manager

Career Summary
Fifth Third Securities

BBA - Morehead State University

Meet Misty Knoll
Barry Pavlo

Barry D. Pavlo, CFA, CAIA

Vice President, Business Development

Career Summary
Ernst & Young
Allegiant Asset Management
National City Corporation

BS - West Virginia University
MBA - University of Dayton

Meet Barry Pavlo
Jeff Pettiford

Jeff L. Pettiford

Vice President, Business Development

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

BA - North Central College

Meet Jeff Pettiford
photo of Krista Rivers

Krista L. Rivers

Vice President, Consultant Relations Lead 

Career Summary
RMB Capital Management  
Ariel Investments, LLC 


BA - Ohio University

Meet Krista Rivers
Mike Rudnicki

Michael E. Rudnicki

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

BA - Florida State University
MBA - DePaul University

Meet Michael Rudnicki
Eric Walzer

Eric J. Walzer

Managing Director, Investment Operations

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

BA - University of Cincinnati

Meet Eric Walzer
Chris Zehetmaier

H. Christopher Zehetmaier, CIMA, CAIA

Vice President, Marketing

Career Summary
Fifth Third Asset Management
Prudential Financial Inc

BA - Ohio University
MBA - Xavier University

Meet Christopher Zehetmaier