Leadership

Executive Team

Maribeth S. Rahe

President & CEO

Career Summary
United States Trust Company of New York
JP Morgan

Education
BS - Bowling Green State University
MBA - Thunderbird School of Global Management

Meet Maribeth Rahe

James J. Vance

Senior Vice President, Co-Chief Investment Officer

Career Summary
Western & Southern Financial Group
Eastman Kodak

Education
BA - Wittenberg University
JD - University of Cincinnati
MBA - Indiana University

Meet James Vance

Brendan M. White, CFA

Senior Vice President, Co-Chief Investment Officer

Career Summary
Ohio Casualty Corporation

Education
BS - The Ohio State University
MBA - Xavier University

Meet Brendan White

Stephen A. Baker

Managing Director, Co-Head of Private Equity

Career Summary
Seaport Capital Partners
Providence Journal Company

Education
BA - University of Cincinnati
MBA - New York University

Meet Stephen Baker

Martin W. Flesher

Managing Director, Business Development & Relationship Management

Career Summary
Dean Investment Associates
Merrill Lynch
Banc One Investment Advisors

Education
BA - Miami University
MBA - Xavier University

Meet Martin Flesher

Michele Hawkins, CRCP, IACCP

Managing Director, Chief Compliance Officer

Career Summary
Countrywide Financial Services
Leshner Financial Services
EF Hutton
Paine Webber

Education
BS - University of Phoenix

Meet Michele Hawkins

M. Robert Maeder, CFA

Managing Director, Co-Head of Private Equity

Career Summary
L.E.K. Consulting
CIVC Partners
Merrill Lynch & Co.

Education
BA - Northwestern University
MBA - Northwestern University

Meet Robert Maeder

John F. O'Connor

Managing Director & Head of Business Development

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

Education
BA - Denison University

Meet Jack O'Connor

Nicholas P. Sargen, PhD

Senior Economic Advisor

Career Summary
JP Morgan Chase
Prudential Insurance Company
Federal Reserve Bank of San Francisco
U.S. Department of Treasury

Education
BA - University of California, Berkeley
MA - Stanford University
PhD - Stanford University

Meet Nicholas Sargen

Tracey M. Stofa

Managing Director, Head of Private Client Group

Career Summary
Morgan Stanley
Clear Channel Radio
Henkel-Emery Oleochemicals
PNC Bank

Education
BS - Miami University

Meet Tracey Stofa

Gerald J. Ulland, FSA

Chief Financial Officer

Career Summary
Western & Southern Financial Group

Education
BS - The Ohio State University

Meet Gerald Ulland

Eric J. Walzer

Managing Director, Investment Operations

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

Education
BA - University of Cincinnati

Meet Eric Walzer

H. Christopher Zehetmaier, CIMA, CAIA

Vice President, Marketing

Career Summary
Fifth Third Asset Management
Prudential Financial Inc

Education
BA - Ohio University
MBA - Xavier University

Meet Christopher Zehetmaier