TRUSTED
INVESTMENT
PARTNERS

Bahl & Gaynor’s competitive advantage is its people. We exercise significant care in selecting individuals to join our firm at every level. Our investment professionals are not only expected to become owners of the firm, they are entrusted with maintaining the integrity of our investment process. For these reasons we work diligently to identify professionals with skill to enhance our existing team, commitment to our investment philosophy and character that comports with our client-centric independent ownership model.

The breadth and depth of Bahl & Gaynor’s professional staff helps to ensure stability of process and ultimately client value. It is designed with redundancy and succession in mind.

William F. Bahl, CFA

Co-Founder, Director Emeritus, Portfolio Manager & Principal
Joined industry in 1974

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Vere W. Gaynor

Co-Founder, Director Emeritus, Portfolio Manager & Principal
Joined industry in 1972

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Charles A. Pettengill, CFA

Portfolio Manager & Principal
Board Chairman
Joined Bahl & Gaynor in 1997
Joined industry in 1991

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Eleanor K. Moffat, CFA

Portfolio Manager & Principal
Joined Bahl & Gaynor in 1999
Joined industry in 1981

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60

Employees

Robert S. Groenke

Portfolio Manager & Principal
Chief Executive Officer & President
Joined Bahl & Gaynor in 2019
Joined industry in 2005

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Kevin T. Gade, CFA, CFP®

Portfolio Manager & Principal
Chief Operating Officer
Joined Bahl & Gaynor in 2016
Joined industry in 2011

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Edward A. Woods, CFA

Portfolio Manager & Principal
Board Director
Joined Bahl & Gaynor in 2004
Joined industry in 1990

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Ellis D. Hummel, CFP®

Portfolio Manager & Principal
Board Director
Joined Bahl & Gaynor in 2008
Joined industry in 1993

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Nicholas W. Puncer, CFA, CFP®

Portfolio Manager & Principal
Managing Director, Institutional
Joined Bahl & Gaynor in 2010
Joined industry in 2007

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Stephanie S. Thomas, CFA

Portfolio Manager & Principal
Managing Director, Institutional
Joined Bahl & Gaynor in 2012
Joined industry in 1990

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John B. Schmitz, CFA

Portfolio Manager & Principal
Board Director
Joined Bahl & Gaynor in 2005
Joined industry in 1985

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W. Jeff Bahl

Portfolio Manager & Principal
Board Director
Joined Bahl & Gaynor in 2014
Joined industry in 2001

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Christopher J. Heekin, CFP®

Portfolio Manager & Principal
Managing Director, Private Wealth Services
Joined Bahl & Gaynor in 2016
Joined industry in 1993

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32

Investment and Planning Professionals

Scott D. Rodes, CFA

Portfolio Manager & Principal
Joined Bahl & Gaynor in 2001
Joined industry in 1986

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Peter M. Kwiatkowski, CFA

Portfolio Manager & Principal
Chief Investment Officer
Joined Bahl & Gaynor in 2019
Joined industry in 1999

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Maura A. Kelly, CFP®

Portfolio Manager & Principal
Joined Bahl & Gaynor in 2020
Joined industry in 2002

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Kelsey Flannery, CFP®

Wealth Management Analyst
Joined Bahl & Gaynor in 2021
Joined Industry in 2017

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Christopher M. Rowane, CFA

Portfolio Manager & Principal
Joined Bahl & Gaynor in 2014
Joined industry in 1983

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James E. Russell, Jr.

Portfolio Manager & Principal
Joined Bahl & Gaynor in 2014
Joined industry in 1988

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S. Nick Brown, CFP®

Financial Planning Specialist & Principal
Joined Bahl & Gaynor in 2017
Joined industry in 2005

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Samuel L. Koopman, CFP®

Portfolio Manager & Principal
Joined Bahl & Gaynor in 2015
Joined industry in 2008

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Keith H. Rennekamp, CFA, CFP®

Portfolio Manager & Principal
Joined Bahl & Gaynor in 2018
Joined industry in 2003

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Katherine H. Berding, CFA

Institutional Analyst
Joined Bahl & Gaynor in 2021
Joined Industry in 2017

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Ian T. Owens, CFA

Portfolio Analyst
Joined Bahl & Gaynor in 2017
Joined industry in 2014

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Eric J. Zins, CFA

Portfolio Analyst
Joined Bahl & Gaynor in 2018
Joined industry in 2014

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Chrissy Pan, CFP®

Financial Planning Analyst
Joined Bahl & Gaynor in 2022
Joined Industry in 2018

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J. Eric Strange, CFA

Portfolio Manager & Principal
Joined Bahl & Gaynor in 2019
Joined industry in 1997

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Jared A. Bresnen, CFA

Portfolio Analyst
Joined Bahl & Gaynor in 2019
Joined industry in 2016

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Matthew J. Carroll, CFP®

Wealth Management Analyst
Joined Bahl & Gaynor in 2020
Joined industry in 2018

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Andy C. Hagedorn

Portfolio Manager
Joined Bahl & Gaynor in 2021
Joined Industry in 1998

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Mike Del Prince, CFP®, CLU®

Wealth Management Analyst
Joined Bahl & Gaynor in 2022
Joined Industry in 2013

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hand selected team