We seek to deliver a sound alliance with our wealth management clients. Confidence is earned through our ability to ascertain objectives on a case-by-case basis, serving in partnership with our clients to optimize their portfolios and investment plans.
Our Professionals
James A. Markley
Managing Director
Senior Relationship Manager
Wealth Management Group
Education
MBA, Economics, Xavier University
BA, cum laude, International Trade, Michigan State University
Industry Experience (since 1950)
Leshner Financial
Provident Bank
Fifth Third Bank
Thomas L. Finn, CFA
Vice President
Business Development & Client Service
Wealth Management Group
Education
BA, Economics, Georgetown University
MBA, Finance, Xavier University
Industry Experience (since 1979)
Provident Financial Group
Legg Mason Wood Walker, Inc.
Central Trust Company, N.A.
Our Professionals
Connie Krebs
Assistant Vice President
Wealth Management Group
Education
MBA, Northern Kentucky University
BA, Thomas More College
Industry Experience (since 2002)
Western & Southern Financial Group
Our Professionals
Kenneth J. Ryan
Assistant Vice President
Director of Client Service
Education
BS, Accounting, University of Dayton
MBA, Finance, Xavier University
Industry Experience (since 1986)
Eagle Realty Group
Western-Southern Life
Our Professionals
Barb Trotta
Relationship Manager
Wealth Management Group
Education
Attended Xavier University and the University of Cincinnati
Disclaimer: This Web site is for informational purposes only and does not constitute a complete description of our investment services or performance. This Web site is in no way a solicitation of offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing in this Web site should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness, or for any delay or interruption in the transmission thereof to the user.
THERE ARE NO WARRANTIES EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY "LINKED WEB SITE."