About
Dave has more than 35 years of experience in the financial industry. His insights about the financial side of professional sports have been featured in numerous publications including Golf Digest, Golf Week, and The Wall Street Journal. Dave has also been a special guest speaker at Harvard Law School on the topic of the business of sports.
Professional Designations
Certified Public Accountant (CPA®)
Certified Financial Planner (CFP®)
Education
Ashland University
Bachelor of Arts (1982)
T.J. Gliha
President & CEO
Lauren MacLaren
Senior Vice President, Family Wealth
Pete Franz
Chief Investment Officer
Anthony Gargano
Senior Vice President, Operations
David Olson
Senior Vice President, Wealth Management
Adam Bruderly
Senior Vice President, Head of Learning & Development
Michael Baker
Vice President, Wealth Management
Dan Romic
Director, Wealth Management
Bryan Costin
Vice President, Wealth Management
Amy White
Vice President, Client Service
Jim Myers
Director, Wealth Management
Jack LaLiberte
Director, Investments
Amber Moran
Manager, Client Accounting
Nick Paterniti
Manager, Wealth Management
Jill Warfel
Manager, Client Service
Karen Ksiezyk
Senior Associate, Client Accounting
Barb Spehar
Senior Associate, Client Service
Charlie Hruby
Associate, Wealth Management
Jacqueline Hollan
Associate, Client Service
Mitchell Knotek
Associate, Wealth Management