Cincinnati

Incorporating Values-Based Investment Solutions for Decades.

With a presence in Cincinnati since 1927, our team has a long history of working with institutions and families, spanning multiple generations in our local community and nationally.

Emblematic of our ability to tailor solutions to meet each client’s unique goals, our team has led the firm’s offering of Responsible Investing. For more than 50 years, we have been aligning client portfolios with their mission and values.

Individuals & Families Foundations & Endowments

Ron Bates

Cincinnati

Managing Director, Portfolio Manager

Alison Bevilacqua

Cincinnati

Managing Director, Head of Responsible Investing Research

Hilary Blau

Cincinnati

Vice President, Portfolio Administration Manager

Kelsey Cohen

Cincinnati

Portfolio Associate

Sandy Cohen

Cincinnati

Portfolio Administrator

Leah Foxx

Cincinnati

Vice President, Responsible Investing Analyst

“The strategies and plans we develop are highly customized for each client, with perhaps the most important element of our approach being our emphasis on doing what is in the best interest of each client, first and foremost.”

Ron Bates

Managing Director, Portfolio Manager