About
David ensures our daily operations run smoothly, managing vital behind-the-scenes processes with precision and dependability. His dedication fosters an organized and reliable environment for our team and clients. Outside of work, David enjoys hiking and outdoor activities with his wife, Rachel, and two boys, Henry and Wade.
Education
Kent State University
Computer Science
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
Matt Burnham
Senior Vice President, Wealth Management
Michael Baker
Vice President, Wealth Management
Kevin McPeek
Vice President, Family Wealth
Dan Romic
Director, Wealth Management
Doug Ambrose
Director, Wealth Management
Bryan Costin
Vice President, Wealth Management
Amy White
Vice President, Client Service
Emily Weber
Manager, 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
Mitchell Knotek
Associate, Wealth Management