Top 10 Investment Management Companies in Dayton

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Below is the list of Top 10 Investment Management Companies in Dayton ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Dayton

1. Davis Center For Portfolio Management

Industry: Investment Management

Location: Dayton, Ohio

Company Founded: 1999

Company Size: 11-50

Company Address: 300 College Park Avenue, Dayton, Ohio, United States

Davis Center For Portfolio Management Contact Details

Name Title LinkedIn Phone Email
Christian Hense Healthcare And Technology Sector Analyst
Jake Cogley Healthcare Equity Analyst
Jake Cogley Healthcare Equity Analyst
Jake Cogley Healthcare Equity Analyst
Eric Weber Financials, Real Estate And Utilities Sector Team Member; Securities Analysis Team Member
Nicholas Cragon Tmt Analyst
Jessica Thomas Securities Analysis Team Member
Requires/Intent
Risk Management & Compliance
Digital Asset & Cryptocurrency Investment
FinTech Solutions For Investment Firms
Cloud Solutions
Automation
and more

2. Beacon Capital Management, Inc

Industry: Investment Management

Location: Dayton, Ohio

Website: beaconinvesting.com

Company Founded: 2000

Company Size: 11-50

Company Address: 323 Regency Ridge Drive, Dayton, Ohio, United States

Beacon Capital Management, Inc Contact Details

Name Title LinkedIn Phone Email
Chase Grundy Servicing Financial Advisor
James Hansen Regional Vice President
Alan Osborne Regional Vice President
Neal Phillips Paraplanner
Renee Hooper Executive Administrative Assistant
Jon Maxson Senior Partner
Julie Moses Transfer Agent
Requires/Intent
Market Research
AI Chatbots
Digital Marketing
and more

3. Hanley Sustainability Fund

Industry: Investment Management

Location: Dayton, Ohio

Company Founded: 2014

Company Size: 11-50

Company Address: 300 College Park, Dayton, Ohio, United States

Hanley Sustainability Fund Contact Details

Name Title LinkedIn Phone Email
Luke Schaefer Head Of Securities
Drew Shapiro Economic Analyst
Requires/Intent
IoT
Robo-Advisors & AI Trading
and more

4. Cymi Holdings

Industry: Investment Management

Location: Dayton, Ohio

Website: cymiholdings.com

Company Founded: 1997

Company Size: 11-50

Company Address: 6450 Sand Lake Road, Dayton, Ohio, United States

Cymi Holdings Contact Details

Name Title LinkedIn Phone Email
Matthew Mccoy Investment Accountant
Matthew Mccoy Investment Accountant
Matthew Mccoy Investment Accountant
Tamara Penrod Finance And Tax Staff
Tamara Penrod Finance And Tax Staff
Tamara Penrod Finance And Tax Staff
Requires/Intent
IPO Advisory
M&A Advisory
Robo-Advisors & AI Trading
and more

5. Kudla Dynamic Allocation Fund

Industry: Investment Management

Location: Dayton, Ohio

Company Founded: 2013

Company Size: 11-50

Company Address: 300 College Park, Dayton, Ohio, United States

Kudla Dynamic Allocation Fund Contact Details

Name Title LinkedIn Phone Email
Chris Flynn Chief Investment Officer
Requires/Intent
Digital Marketing
M&A Advisory
AI-Based Credit Risk Assessment
HR & Payroll Services
and more

6. Tw Advisors

Industry: Investment Management

Location: Dayton, Ohio

Website: twadvisors.com

Company Founded: 2001

Company Size: 1-10

Company Address: 1065 East Centerville Station Road, Dayton, Ohio, United States

Tw Advisors Contact Details

Name Title LinkedIn Phone Email
Fdc Mcgee Hipaa
Requires/Intent
Portfolio Management Solutions
Predictive Analytics
IPO Advisory
Tax Optimization For Investments
Web Development
and more
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Dayton Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Christian Hense Davis Center For Portfolio Management Healthcare And Technology Sector Analyst
2 Jake Cogley Davis Center For Portfolio Management Healthcare Equity Analyst
3 Jake Cogley Davis Center For Portfolio Management Healthcare Equity Analyst
4 Jake Cogley Davis Center For Portfolio Management Healthcare Equity Analyst
5 Eric Weber Davis Center For Portfolio Management Financials, Real Estate And Utilities Sector Team Member; Securities Analysis Team Member
6 Nicholas Cragon Davis Center For Portfolio Management Tmt Analyst
7 Jessica Thomas Davis Center For Portfolio Management Securities Analysis Team Member
8 Chase Grundy Beacon Capital Management, Inc Servicing Financial Advisor
9 James Hansen Beacon Capital Management, Inc Regional Vice President
10 Alan Osborne Beacon Capital Management, Inc Regional Vice President
11 Neal Phillips Beacon Capital Management, Inc Paraplanner
12 Renee Hooper Beacon Capital Management, Inc Executive Administrative Assistant
13 Jon Maxson Beacon Capital Management, Inc Senior Partner
14 Julie Moses Beacon Capital Management, Inc Transfer Agent
15 Luke Schaefer Hanley Sustainability Fund Head Of Securities
16 Drew Shapiro Hanley Sustainability Fund Economic Analyst
17 Matthew Mccoy Cymi Holdings Investment Accountant
18 Matthew Mccoy Cymi Holdings Investment Accountant
19 Matthew Mccoy Cymi Holdings Investment Accountant
20 Tamara Penrod Cymi Holdings Finance And Tax Staff
21 Tamara Penrod Cymi Holdings Finance And Tax Staff
22 Tamara Penrod Cymi Holdings Finance And Tax Staff
23 Chris Flynn Kudla Dynamic Allocation Fund Chief Investment Officer
24 Fdc Mcgee Tw Advisors Hipaa

Investment Management companies in different cities of Ohio

No. Industry Number of Contacts Download
1 Investment Management Companies in Cincinnati 1495
2 Investment Management Companies in Columbus 460
3 Investment Management Companies in Cleveland 575