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.
-
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
-
William T. Sena
Education
- BS, Political Science, Xavier University
Industry Experience (since 1970)
- Sena Weller Rohs Williams, LLC
-
William G. Creviston
- Vice President
- Senior Portfolio Manager
Education
- JD, Capital University Law School
- BA, Denison University
Industry Experience (since 1995)
- Sena Weller Rohs Williams, LLC
-
Thomas L. Finn, CFA
- Vice President
- Business Development & Client Service
- Wealth Management Group
Education
- MBA, Finance, Xavier University
- BA, Economics, Georgetown University
Industry Experience (since 1979)
- Provident Financial Group
- Legg Mason Wood Walker, Inc.
- Central Trust Company, N.A.
-
Jeremy R. Moore
- Vice President
- Senior Portfolio Manager
Education
- MBA, Finance, Xavier University
- BS, Industrial Construction, Colorado State University
Industry Experience (since 1992)
- Sena Weller Rohs Williams, LLC
- Chelsea Moore
-
William T. Sena, Jr., CFA CFP
- Vice President
- Senior Portfolio Manager
Education
- MBA, Indiana University
- BA, DePauw University
Industry Experience (since 1987)
- Sena Weller Rohs Williams, LLC
- Comerica Bank
-
Charles A. Ulbricht, CFA
- Vice President
- Senior Portfolio Manager
- Wealth Management Group
Education
- MBA, Finance, Indiana University
- BA, Economics, DePauw University
Industry Experience (since 1984)
- Cowgill-Haberer Investment Counselors
-
Mark Johnson
Education
- MBA, Xavier University
- BA, Political Science, University of the South
Industry Experience (since 1957)
- Sena Weller Rohs Williams, LLC
- First National Bank of Cincinnati
- Star Bank
-
Connie Krebs
- Assistant Vice President
- Relationship Manager
- Wealth Management Group
Education
- MBA, Northern Kentucky University
- BA, Summa Cum Laude, Psychology, Thomas More College
Industry Experience (since 1982)
- Western & Southern Financial Group
-
Barb Trotta
- Senior Relationship Manager
- Wealth Management Group
Education
- Attended Xavier University and the University of Cincinnati
Industry Experience (since 1979)
- Leshner Financial
- Countrywide Investments