Our Family of Companies
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western & southern life logo
columbus life logo
eagle realty group logo
Fabric by Gerber Life
fort washington logo
gerber life logo
integrity life logo
lafayette life logo
national integrity life logo
touchstone investments logo
w&s financial group distributors logo
Meet Our Family of Companies
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Leadership

Our leadership team guides the management of institutional investment strategies, private equity, and wealth management services for individuals and families within our Private Client Group. Our firm offers independent and integrated approaches for institutions, consultants, and high net worth investors.

Executive Team

Maribeth Rahe

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
photo of Chris Shipley

Christopher D. Shipley

Senior Vice President, Co-Chief Investment Officer

Career Summary
Northern Trust Asset Management
Allstate Insurance Company

Education
BS - Northern Illinois University
MBA - University of Notre Dame

MEET CHRISTOPHER SHIPLEY
Brendan White

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
Steve Baker

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
Joe Don Cole

Joe Don Cole

Vice President, Relationship Management

Career Summary
Fidelity Investments
U.S. Senate

Education 
BA - Harvard University
MBA - Xavier University
MEET JOE DON COLE
headshot of Scott Henry

Scott C. Henry, JD

Vice President, Chief Compliance Officer

Career Summary
Western & Southern Financial Group
Greenebaum Doll & McDonald

Education
BS - University of Virginia
JD - University of Cincinnati College of Law

 

MEET SCOTT HENRY
Rob Maeder

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
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

Education 
BA - Denison University

Meet Jack O'Connor
Nick Sargen

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
Gerry Ulland

Gerald J. Ulland, FSA

Chief Financial Officer & Chief Administrative Officer

Career Summary
Western & Southern Financial Group

Education 
BS - The Ohio State University

Meet Gerald Ulland
Eric Walzer

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
Chris Zehetmaier

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