As Co-Founder of Bahl & Gaynor, Bill is responsible for many of the guiding principles still operative at the firm today including a singular commitment to dividend growth investing and employee ownership. In his Portfolio Manager role, Bill works primarily with high net worth clients along with select institutional relationships. Bill is a member of the Investment Committee.

Prior to forming Bahl & Gaynor in 1990, Bill’s work included positions at Northern Trust (Vice President and Chief Investment Officer), Fifth Third Bank (Vice President and Chief Investment Officer) and Mellon Bank (Investment Officer).

As Co-Founder of Bahl & Gaynor, Vere is responsible for many of the guiding principles still operative at the firm today including a singular commitment to dividend growth investing and employee ownership. In his Portfolio Manager role, Vere works primarily with high net worth clients along with select institutional relationships. Vere is a member of the Investment Committee.

Prior to forming Bahl & Gaynor in 1990, Vere’s work included positions at Scudder, Stevens & Clark (Managing Director) and U. S. Trust (Portfolio Manager).

As a Portfolio Manager, Chip has a local focus working primarily with high net worth individuals and families as well as select institutional clients. Significant prior experience allows him to work with many multi-generational clients that employ various legacy transition vehicles. Chip is a member of the Investment Committee covering the Industrials sector.

Prior to joining Bahl & Gaynor in 1997, Chip’s work included positions at Fifth Third Bank (Assistant Vice President and Portfolio Manager), Kendle Research Associates (Chief Financial Officer), and Deloitte & Touche (Capital Markets Division Manager).

As a Portfolio Manager, Ellie has a local focus working primarily with high net worth individuals and families as well as select institutional clients. Extensive experience engaged with working professionals allows her to facilitate constructive conversations about future wealth planning and portfolio positioning. Ellie is a member of the Investment Committee covering part of the Consumer Discretionary sector.

Prior to joining Bahl & Gaynor in 1997, Ellie’s work included positions at Bartlett & Co. (Senior Portfolio Manager), First National Bank of Maryland (Vice President and Unit Head), and Mellon Bank (Divisional Representative).

As a Portfolio Manager, Bob works primarily with institutional clients along with select high net worth relationships. Bob is a member of the Investment Committee covering the Real Estate sector.

Prior to joining Bahl & Gaynor in 2019, Bob was Vice President and Research Analyst with Franklin Templeton Investments where he worked with income-oriented mutual funds, active ETFs, and institutional accounts. Prior to Franklin Templeton, he served as Private Equity Associate with Industrial Growth Partners (IGP), a San Francisco-based private equity firm specializing in control-oriented equity investments in industrial sector companies. Prior to IGP, Bob worked as an Investment Banking Analyst within the Technology Group at Thomas Wiesel Partners in New York.

As a Portfolio Manager, Lori has a local focus working primarily with high net worth individuals and families. With significant prior trust department experience, Lori works with many multi-generational clients that employ various legacy transition vehicles. Lori is a member of the Investment Committee covering the Consumer Staples sector.

Prior to joining Bahl & Gaynor in 2003, Lori’s work included her role as Assistant Vice President and Senior Trust Officer at Fifth Third Bank.

As a Portfolio Manager, Kevin works primarily with institutional clients along with select high net worth relationships. He travels regularly to support the firm’s national platform business.

Prior to his role as Portfolio Manager, Kevin served as a Portfolio Analyst at Bahl & Gaynor after joining the firm full-time in 2016. Prior to his full-time position at Bahl & Gaynor, he worked within Citi’s Markets and Securities Services group (Analyst). Kevin worked as a Co-Op with Bahl & Gaynor while pursuing his undergraduate degree.

As a Portfolio Manager, Ed works with high net worth and institutional clients. He also coordinates third-party distribution relationships that support Bahl & Gaynor’s national platform partners. Ed is a member of the Investment Committee covering the Non-Bank Financial industry within the Financial sector.

Prior to joining Bahl & Gaynor in 2004, Ed’s work included positions at Northern Trust (Vice President and Senior Investment Counselor), LaSalle Bank (Assistant Vice President and Portfolio Manager), Star Bank (Portfolio Manager) and Fifth Third Bank (Trust Officer and Portfolio Manager).

As a Portfolio Manager, Ellis has a local focus working primarily with high net worth individuals and families. His expertise extends into Bahl & Gaynor’s financial planning efforts available to direct clients of the firm and includes cash flow planning, generational wealth preservation and transfer, and developing strategies for those in and working towards retirement. Ellis is a member of the Investment Committee covering the Transportation and Utilities sectors.

Prior to joining Bahl & Gaynor in 2008, Ellis’s work included positions at Haberer Registered Investment Advisors (Vice President and Portfolio Manager), Foster & Motley, Inc. (Portfolio Manager), Charles Schwab & Company, Inc. (Branch Manager), Fidelity Investments (Financial Representative) and Gradison McDonald & Company Securities (Mutual Fund Sales & Administrative Representative).

As a Portfolio Manager, Nick works primarily with institutional clients along with select high net worth relationships. He also coordinates third-party distribution relationships and travels regularly to support Bahl & Gaynor’s national platform partners. Nick is a member of the Investment Committee covering the Software and Services industries within the Information Technology sector.

Prior to his role as Portfolio Manager, Nick’s positions at Bahl & Gaynor included Research Analyst and Co-Op.

As a Portfolio Manager, Stephanie works primarily with institutional clients along with select high net worth relationships. She also coordinates third-party distribution relationships that supports Bahl & Gaynor’s national platform partners. Stephanie is a member of the Investment Committee covering the Real Estate sector.

Prior to joining Bahl & Gaynor in 2012, Stephanie’s work included various positions at Fifth Third Bank: Managing Director of Client Management, Fifth Third Asset Management; Senior Investment Advisor, Investment Advisors Division; Commercial Banker, Commercial Banking Team.

As a Portfolio Manager, John works with both high net worth and institutional clients nationwide. Through his extensive prior institutional experience, John is responsible for a number of Bahl & Gaynor’s local and nationwide foundation and endowment relationships. John is a member of the Investment Committee covering the Energy sector.

Prior to joining Bahl & Gaynor in 2005, John’s work included positions at Fifth Third Bank (Managing Director, Core Equity Strategies), Central Trust Company (Investment Analyst) and The Citizens and Southern National Bank (Commercial Loan Officer).

As a Portfolio Manager, Jeff works with high net worth clients and oversees customized fixed-income offerings for direct clients. Jeff is a member of the Investment Committee covering the Banking industry within the Financial sector.

Prior to joining Bahl & Gaynor in 2014, Jeff’s work included positions at Goldman Sachs (Managing Director and Head of High Yield Credit Trading), Bank of America (Vice President, High Yield Credit Trading Department), Lehman Brothers (Investment Grade Credit Trading and Debt Capital Markets Investment Banking).

As a Portfolio Manager, Kip has a local focus working primarily with high net worth individuals and families. His expertise extends into Bahl & Gaynor’s financial planning efforts available to direct clients of the firm and includes cash flow planning, generational wealth preservation and transfer, and developing strategies for those in and working towards retirement.

Prior to joining Bahl & Gaynor in 2017, Kip’s work included positions Fifth Third Private Bank (Vice President and Private Bank Team Lead), Tri-State Superior Walls, LLC (President), Arthur Anderson Corporate Finance (Senior Associate) and Fifth Third Bank (Bank Associate and Credit Analyst).

As a Portfolio Manager, Scott works with both high net worth and institutional clients. He travels regularly to support the firm’s national platform business. Scott is a member of the Investment Committee covering the Hardware industry within the Information Technology sector and the Materials sector.

Prior to joining Bahl & Gaynor in 2001, Scott’s work included positions at Northern Trust (Vice President and Senior Portfolio Manager), Waddell & Reed (Research Analyst), and Fifth Third Bank (Assistant Vice President and Senior Portfolio Manager).

As a Portfolio Manager, Pete works primarily with institutional clients along with select high net worth relationships. Through his extensive prior institutional experience, Pete is responsible for a number of Bahl & Gaynor’s local foundation and endowment relationships. Pete is a member of the Investment Committee covering the Industrials sector.

Prior to joining Bahl & Gaynor in 2019, Pete was Director of Growth & Income strategies at ClearArc Capital, which included lead management responsibilities for the firm’s dividend growth products. Prior to ClearArc, Pete was a Portfolio Analyst at Pacific Investment Management Company (PIMCO). His experience also includes a role as National Default Manager at Quality Loan Service, Inc. in the mortgage servicing industry.

As a Portfolio Manager, Maura works with select high net worth relationships.

Prior to joining Bahl & Gaynor, Maura’s work included various positions in private wealth management at both US Bank and Fifth Third Bank; Senior Vice President, Senior Portfolio Manager, specializing in complex family relationships. She has previous experience with assets under management, local endowments, foundations and not-for-profit entities.

As a Portfolio Analyst, Kelsey works on select high net worth relationships, assisting Portfolio Managers with general research, portfolio management and client service. She supports Bahl & Gaynor’s Financial Planning efforts including cash flow projections, generational wealth preservation & transfer, charitable intentions, and retirement strategies.

Prior to her role as Portfolio Analyst, Kelsey served on the Wealth & Investment side of the Private Client Group at Huntington Bank.

As a Portfolio Manager, Chris works with both high net worth and institutional clients. He is active in supporting the firm’s national platform business through regular travel. Chris is a member of the Investment Committee covering part of the Consumer Discretionary sector.

Prior to joining Bahl & Gaynor in 2014, Chris’s work included positions at Huntington Bank (Senior Vice President and Director of Portfolio Management), Firstar Bank (Vice President and Director of Portfolio Management), US Bancorp Trust Company (Assistant Vice President and Portfolio Manager) and First National Bank of Pennsylvania (Investment Officer).

As a Portfolio Manager, Jim works primarily with institutional clients along with select high net worth relationships as well as regular travel supporting the firm’s national platform business. Jim is a member of the Investment Committee covering the Health Care sector.

Prior to joining Bahl & Gaynor in 2014, Jim’s work included positions at U. S. Bank (Senior Equity Strategist and Regional Investment Director of US Bank Wealth Management) and Fifth Third Bank (Managing Director and Vice President).

As a Financial Planning Specialist, Nick has a local focus working primarily with high net worth individuals and families. His expertise is foundational to Bahl & Gaynor’s financial planning efforts available to direct clients of the firm and includes cash flow planning, generational wealth preservation and transfer, and developing strategies for those in and working towards retirement.

Prior to joining Bahl & Gaynor in 2017, Nick’s work included positions at Huntington National Bank (Wealth Advisor) and Freeman Heyne (Client Relationship Manager).

As a Portfolio Manager, Sam has a local focus working primarily with high net worth individuals and families. His expertise extends into Bahl & Gaynor’s financial planning efforts available to direct clients of the firm and includes cash flow planning, generational wealth preservation and transfer, and developing strategies for those in and working towards retirement.

Prior to his role as Portfolio Manager, Sam served as a Portfolio Analyst at Bahl & Gaynor after joining the firm full-time in 2015. Prior to his full-time positions at Bahl & Gaynor, Sam served in the United States Army as a commissioned officer achieving the rank of Captain. Sam worked as an intern with Bahl & Gaynor while pursuing his undergraduate degree.

As a Portfolio Manager, Keith works with both institutional clients and high net worth relationships as well as regular travel supporting the firm’s national platform business. His expertise extends into Bahl & Gaynor’s financial planning efforts available to direct clients of the firm and includes cash flow planning, generational wealth preservation and transfer, and developing strategies for those in and working towards retirement. Keith is a member of the Investment Committee covering the Communication Services sector.

Prior to joining Bahl & Gaynor in 2018, Keith’s work included positions at Huntington National Bank (Senior Portfolio Manager) and Fifth Third Bank (Portfolio Manager).

As an Institutional Analyst, Katie supports strategic business development at the firm and assists portfolio managers with general investment research, portfolio management, and client service.

Prior to joining Bahl & Gaynor in 2021, Katie was an investment team member at Dyal Capital, a Division of Blue Owl. Prior to Dyal, Katie was an analyst at J.P. Morgan working in a cross-functional role within the Private Bank and Investment Bank.

As a Portfolio Analyst, Ian assists portfolio managers with general investment research, portfolio management and client service. He supports many institutional operations including request for proposal processes, attribution analysis and internal research generation.

Prior to his role as Portfolio Analyst, Ian served as a Co-Op at Bahl & Gaynor while pursuing his undergraduate degree.

As a Portfolio Analyst, Eric assists portfolio managers with general investment research, portfolio management and client service. He supports many institutional operations including request for proposal processes, attribution analysis and internal research generation.

Prior to his role as Portfolio Analyst, Eric served as a Co-Op at Bahl & Gaynor while pursuing his undergraduate degree.

As a Portfolio Analyst, Chrissy works on select high net worth relationships and supports Bahl & Gaynor’s Financial Planning efforts including cash flow projections, generational wealth preservation & transfer, charitable intentions, and retirement strategies.

Prior to her role as a Portfolio Analyst, Chrissy served on the Advisor team in Private Wealth Management at U.S. Bank.

As a Portfolio Manager, Eric works with institutional clients and select high net worth relationships. Eric is a member of the Investment Committee covering the Consumer Staples sector.

Prior to joining Bahl & Gaynor in 2019, Eric was Vice President and Senior Portfolio Manager at Fifth Third’s Private Bank managing investment portfolios for high-net-worth individuals and families. Prior to Fifth Third, he was a Partner and Portfolio Manager at Renaissance Investment Management for 10 years with responsibilities that included portfolio management and equity research for the firm’s institutional clients. His professional experience also includes accounting and audit work for Fifth Third before he joined the Bank’s trust department in 2000 to perform investment research for income-oriented institutional and high-net-worth portfolios.

As a Portfolio Analyst, Jared assists portfolio managers with general investment research, portfolio management and client service. He supports many institutional operations including request for proposal processes, attribution analysis and internal research generation.

Prior to his role as Portfolio Analyst, Jared served as a Co-Op at Bahl & Gaynor while pursuing his undergraduate degree.

As a Portfolio Analyst, Matt assists portfolio managers with general research, portfolio management and client service. He supports Bahl & Gaynor’s financial planning efforts including cash flow projections, generational wealth preservation and transfer and retirement strategies.

Prior to his role as a Portfolio Analyst, Matt served as a Co-Op at Bahl & Gaynor while pursuing his undergraduate degree.

As a Portfolio Manager, Andy works primarily with high net worth individuals and families. His expertise extends into Bahl & Gaynor’s financial planning efforts available to direct clients of the firm and includes cash flow planning, generational wealth preservation and transfer, estate planning and retirement planning.

Prior to joining Bahl & Gaynor, Andy’s experience included 20 years and various positions at Huntington Bank where he last served as Senior Vice President. Previously Andy worked at US Bank (Portfolio Manager), and Morgan Stanley Smith Barney (Financial Advisor).

As a Portfolio Analyst, Mike works on select private wealth relationships, assisting Portfolio Managers with general research, portfolio management and client service. He supports Bahl & Gaynor’s Financial Planning efforts including cash flow projections, generational wealth preservation and transfer, charitable intention and retirement strategies.

Prior to his role as Portfolio Analyst, Mike worked as a Manager in Advisory Sales at Nationwide Financial.