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, CIC

Co-Founder, Chairman, Portfolio Manager & Principal
Co-Founded Bahl & Gaynor in 1990
Joined industry in 1974

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Vere W. Gaynor

Co-Founder, President, Portfolio Manager & Principal
Co-Founded Bahl & Gaynor in 1990
Joined industry in 1972

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Charles A. Pettengill, CFA, CIC, CPA

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

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Eleanor K. Moffat, CFA, CIC

Portfolio Manager & Principal
Joined Bahl & Gaynor in 1999
Joined industry in 1989

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49

Employees

Scott D. Rodes, CFA, CIC

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

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Lori A. Hudson

Portfolio Manager & Principal
Joined Bahl & Gaynor in 2003
Joined industry in 1984

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Edward A. Woods, CFA, CIC

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

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John B. Schmitz, CFA, CIC

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

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22

Investment and Planning Professionals

Ellis D. Hummel, CFP®

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

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Nicholas W. Puncer, CFA, CFP®

Portfolio Manager & Principal
Joined Bahl & Gaynor in 2010
Joined industry in 2007

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Stephanie S. Thomas, CFA

Portfolio Manager & Principal
Joined Bahl & Gaynor in 2012
Joined industry in 1990

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Christopher M. Rowane, CFA, CIC

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

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W. Jeff Bahl

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

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James E. Russell, Jr., CFA, CIC

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

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Christopher J. Heekin, CFP®

Portfolio Manager & Principal
Joined Bahl & Gaynor in 2016
Joined industry in 1993

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Samuel L. Koopman, CFP®

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

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Kevin T. Gade, CFA, CFP®

Portfolio Manager & Principal
Joined Bahl & Gaynor in 2016
Joined industry in 2011

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S. Nick Brown, CFP®

Director of Financial Planning & Principal
Joined Bahl & Gaynor in 2017
Joined industry in 2005

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Keith H. Rennekamp, CFA, CFP®

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

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Ian T. Owens

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

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Eric J. Zins

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

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Peter M. Kwiatkowski, CFA

Portfolio Manager
Joined Bahl & Gaynor in 2019
Joined industry in 1999

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hand selected team