Top 20 Investment Management Companies in Cincinnati

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Below is the list of Top 20 Investment Management Companies in Cincinnati ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Cincinnati

1. Johnson Investment Counsel

Industry: Investment Management

Location: Cincinnati, Ohio

Website: johnsoninv.com

Company Founded: 1965

Company Size: 51-200

Company Address: 3777 West Fork Road, Cincinnati, Ohio, United States

Johnson Investment Counsel Contact Details

Name Title LinkedIn Phone Email
Christian Brandetsas Portfolio Manager Assistant
Christian Brandetsas Portfolio Manager Assistant
Christian Brandetsas Portfolio Manager Assistant
Emily Shewmaker Portfolio Manager Assistant
Jamie Winburn Marketing Manager
Jason Jackman President And Chief Investment Officer
Jonathan Mcevoy Portfolio Manager, Johnson Investment Services
Requires/Intent and 10 more Employees
IoT
Predictive Analytics
Accounting
Customer Relationship Management
Robo-Advisors & AI Trading
and more

2. Fort Washington Investment Advisors, Inc.

Industry: Investment Management

Location: Cincinnati, Ohio

Website: fortwashington.com

Company Founded: 1990

Company Size: 51-200

Company Address: 303 Broadway, Cincinnati, Ohio, United States

Fort Washington Investment Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Amy Hoffman Relationship Manager
Amy Hoffman Relationship Manager
Amy Hoffman Relationship Manager
Kimberly Elmer Assistant Vice President, Investment Operations And Project Management
Kimberly Elmer Assistant Vice President, Investment Operations And Project Management
Kimberly Elmer Assistant Vice President, Investment Operations And Project Management
Amity Denman Senior Research Analyst, Private Equity
Requires/Intent and 13 more Employees
Risk Management & Compliance
Cloud Hosting
Compliance & Risk Management
and more

3. Rhinevest

Industry: Investment Management

Location: Cincinnati, Ohio

Website: rhinevest.com

Company Founded: 2015

Company Size: 1-10

Company Address: 1123 Walnut Street, Cincinnati, Ohio, United States

Rhinevest Contact Details

Name Title LinkedIn Phone Email
Claire Beams Financial Planner
Claire Beams Financial Planner
Claire Beams Financial Planner
Requires/Intent
Compliance & Risk Management
AI
Cybersecurity Solutions
CRM Systems
AI-Powered Financial Forecasting
and more

4. Strategic Franchising Systems

Industry: Investment Management

Location: Cincinnati, Ohio

Website: strategicfranchising.com

Company Founded: 1994

Company Size: 51-200

Company Address: 4755 Lake Forest Drive, Cincinnati, Ohio, United States

Strategic Franchising Systems Contact Details

Name Title LinkedIn Phone Email
Jackie Shaffer Director Of Human Resources
Renaee Fox Franchise Business Coach - Operations Manager
Jeff Siehl General Counsel And Vice President
Jeff Siehl General Counsel And Vice President
Jeff Siehl General Counsel And Vice President
Jim Vanderveer Tile Setter
Jim Vanderveer Tile Setter
Requires/Intent and 4 more Employees
Smart Contracts For Investment
IT Support
Digital Marketing
and more

5. Rsa

Industry: Investment Management

Location: Cincinnati, Ohio

Website: rsanet.com

Company Founded: 1989

Company Size: 51-200

Company Address: 700 Walnut Street, Cincinnati, Ohio, United States

Rsa Contact Details

Name Title LinkedIn Phone Email
Steve Lemon Trading And Sales
Jeff Mason Institutional Sales
Kevin Thompson Director- Private Client Group
Dodie Kirby Institutional Sales
Melanie Smith Executive Administrative Assistant
Thomas Saylor Intern
Joe Nance Investment Banker
Requires/Intent and 1 more Employees
Global Market Trend Analysis
Software Development
Market Research
AI-Powered Financial Forecasting
Cloud Solutions
and more

6. Ross Sinclaire Asset Management

Industry: Investment Management

Location: Cincinnati, Ohio

Company Founded: 2009

Company Size: 11-50

Company Address: 700 Walnut Street, Cincinnati, Ohio, United States

Ross Sinclaire Asset Management Contact Details

Name Title LinkedIn Phone Email
William Weese Director Advisory Sales And Marketing
Requires/Intent
Private Wealth Management
M&A Advisory
IT Support
ERP Solutions
Data Security
and more

7. Tributary Capital Management

Industry: Investment Management

Location: Cincinnati, Ohio

Website: tributarycapital.com

Company Size: 11-50

Tributary Capital Management Contact Details

Name Title LinkedIn Phone Email
Nicholas Guarino Associate Analyst
Ryan Khoury Senior Equity Analyst
Elizabeth Nelson Compliance And Marketing Support Specialist
Scott Pfeiler Director Of Operations
Nick Nevole Securities Analyst
Celeste Blackburn Chief Compliance Officer
Michael Johnson Portfolio Manager And Analyst
Requires/Intent
Institutional Asset Management
HR & Payroll Services
Financial Management
and more

8. Thor Wealth Management

Industry: Investment Management

Location: Cincinnati, Ohio

Website: thorinvestment.com

Company Founded: 1992

Company Size: 11-50

Company Address: 7346 Beechmont Avenue, Cincinnati, Ohio, United States

Thor Wealth Management Contact Details

Name Title LinkedIn Phone Email
Allisha Curtis Wealth Manager
Allisha Curtis Wealth Manager
Allisha Curtis Wealth Manager
Requires/Intent
Hedge Fund Strategies
Robo-Advisors & AI Trading
Accounting
Private Wealth Management
and more

9. Bartlett & Co.

Industry: Investment Management

Location: Cincinnati, Ohio

Company Founded: 1898

Company Size: 51-200

Company Address: 600 Vine Street, Cincinnati, Ohio, United States

Bartlett & Co. Contact Details

Name Title LinkedIn Phone Email
Reagan Snyder Marketing Associate
Reagan Snyder Marketing Associate
Reagan Snyder Marketing Associate
Connie Ellis Administrative Coordinator
Connie Ellis Administrative Coordinator
Connie Ellis Administrative Coordinator
Vicki Erdman Senior Consultant
Requires/Intent and 2 more Employees
E-commerce Integration
Portfolio Management Solutions
FinTech Solutions For Investment Firms
Tax Optimization For Investments
SEO
and more

10. Opus Capital Management

Industry: Investment Management

Location: Cincinnati, Ohio

Website: opus.capital

Company Founded: 1996

Company Size: 1-10

Company Address: 221 East 4th Street, Cincinnati, Ohio, United States

Opus Capital Management Contact Details

Name Title LinkedIn Phone Email
Alexander Moore Associate Wealth Advisor
Requires/Intent
High-Frequency Trading Solutions
ESG Investing & Impact Analysis
and more

11. Madison Wealth Management

Industry: Investment Management

Location: Cincinnati, Ohio

Website: madisonadvisors.com

Company Founded: 2000

Company Size: 11-50

Company Address: 7755 Montgomery Road, Cincinnati, Ohio, United States

Madison Wealth Management Contact Details

Name Title LinkedIn Phone Email
James Mcdermott President
Rick England Senior Wealth Advisor
Richard England Senior Wealth Advisor
Requires/Intent
Cybersecurity Solutions
FinTech Solutions For Investment Firms
Robo-Advisors & AI Trading
and more

12. Berno Financial Management, Inc

Industry: Investment Management

Location: Cincinnati, Ohio

Website: bernofinmgt.com

Company Founded: 1993

Company Size: 1-10

Company Address: 7454 Jager Court, Cincinnati, Ohio, United States

Berno Financial Management, Inc Contact Details

Name Title LinkedIn Phone Email
Fpqp Joanne Skinner Client Service Assistant
Fpqp Joanne Skinner Client Service Assistant
Fpqp Joanne Skinner Client Service Assistant
Requires/Intent
IPO Advisory
SEO
AI-Based Credit Risk Assessment
Mobile App Development
and more

13. Meyer Capital Management Inc.

Industry: Investment Management

Location: Cincinnati, Ohio

Website: meyercapital.com

Company Founded: 1996

Company Size: 1-10

Company Address: 7655 Five Mile Road, Cincinnati, Ohio, United States

Meyer Capital Management Inc. Contact Details

Name Title LinkedIn Phone Email
Parker Hathaway Investment Operations Specialist
Requires/Intent
Branding
Tax Optimization For Investments
Digital Marketing
and more

14. Haberer Registered Investment Advisor, Inc.

Industry: Investment Management

Location: Cincinnati, Ohio

Website: haberer.com

Company Founded: 1977

Company Size: 11-50

Company Address: 201 East Fifth Street, Cincinnati, Ohio, United States

Haberer Registered Investment Advisor, Inc. Contact Details

Name Title LinkedIn Phone Email
Adonis Caneris Vice President And Senior Wealth Advisor
Requires/Intent
AI-Based Credit Risk Assessment
IPO Advisory
Business Expansion
CRM Systems
Market Research
and more

15. Wealth Planning Corporation

Industry: Investment Management

Location: Cincinnati, Ohio

Website: wealthp.com

Company Founded: 1984

Company Size: 1-10

Company Address: 3801 Sharon Park Lane, Cincinnati, Ohio, United States

Wealth Planning Corporation Contact Details

Name Title LinkedIn Phone Email
Steven Milby Financial Planning Associate
Steven Milby Financial Planning Associate
Steven Milby Financial Planning Associate
Requires/Intent
Alternative Investment Consulting
Private Wealth Management
and more
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Cincinnati Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Christian Brandetsas Johnson Investment Counsel Portfolio Manager Assistant
2 Christian Brandetsas Johnson Investment Counsel Portfolio Manager Assistant
3 Christian Brandetsas Johnson Investment Counsel Portfolio Manager Assistant
4 Emily Shewmaker Johnson Investment Counsel Portfolio Manager Assistant
5 Jamie Winburn Johnson Investment Counsel Marketing Manager
6 Jason Jackman Johnson Investment Counsel President And Chief Investment Officer
7 Jonathan Mcevoy Johnson Investment Counsel Portfolio Manager, Johnson Investment Services
8 Amy Hoffman Fort Washington Investment Advisors, Inc. Relationship Manager
9 Amy Hoffman Fort Washington Investment Advisors, Inc. Relationship Manager
10 Amy Hoffman Fort Washington Investment Advisors, Inc. Relationship Manager
11 Kimberly Elmer Fort Washington Investment Advisors, Inc. Assistant Vice President, Investment Operations And Project Management
12 Kimberly Elmer Fort Washington Investment Advisors, Inc. Assistant Vice President, Investment Operations And Project Management
13 Kimberly Elmer Fort Washington Investment Advisors, Inc. Assistant Vice President, Investment Operations And Project Management
14 Amity Denman Fort Washington Investment Advisors, Inc. Senior Research Analyst, Private Equity
15 Claire Beams Rhinevest Financial Planner
16 Claire Beams Rhinevest Financial Planner
17 Claire Beams Rhinevest Financial Planner
18 Jackie Shaffer Strategic Franchising Systems Director Of Human Resources
19 Renaee Fox Strategic Franchising Systems Franchise Business Coach - Operations Manager
20 Jeff Siehl Strategic Franchising Systems General Counsel And Vice President
21 Jeff Siehl Strategic Franchising Systems General Counsel And Vice President
22 Jeff Siehl Strategic Franchising Systems General Counsel And Vice President
23 Jim Vanderveer Strategic Franchising Systems Tile Setter
24 Jim Vanderveer Strategic Franchising Systems Tile Setter
25 Steve Lemon Rsa Trading And Sales
26 Jeff Mason Rsa Institutional Sales
27 Kevin Thompson Rsa Director- Private Client Group
28 Dodie Kirby Rsa Institutional Sales
29 Melanie Smith Rsa Executive Administrative Assistant
30 Thomas Saylor Rsa Intern
31 Joe Nance Rsa Investment Banker
32 William Weese Ross Sinclaire Asset Management Director Advisory Sales And Marketing
33 Nicholas Guarino Tributary Capital Management Associate Analyst
34 Ryan Khoury Tributary Capital Management Senior Equity Analyst
35 Elizabeth Nelson Tributary Capital Management Compliance And Marketing Support Specialist
36 Scott Pfeiler Tributary Capital Management Director Of Operations
37 Nick Nevole Tributary Capital Management Securities Analyst
38 Celeste Blackburn Tributary Capital Management Chief Compliance Officer
39 Michael Johnson Tributary Capital Management Portfolio Manager And Analyst
40 Allisha Curtis Thor Wealth Management Wealth Manager

Investment Management companies in different cities of Ohio

No. Industry Number of Contacts Download
1 Investment Management Companies in Columbus 460
2 Investment Management Companies in Cleveland 575
3 Investment Management Companies in Dayton 690