Wealth Management

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

    • Managing Director

    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

    • Consultant

    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

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