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.

Vere W. Gaynor
Co-Founder, Director Emeritus, Portfolio Manager & Principal
Joined industry in 1972
Vere W. Gaynor
Co-Founder, Director Emeritus, Portfolio Manager & Principal
Joined industry in 1972
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).
Educational Background
- Master of Business Administration (1971), Columbia University, Concentration in Finance and International Business
- Bachelor of Arts (1970), Columbia University, Major: Political Science
Affiliates
- Avon Old Farms School, Former Trustee
- Beechwood Home, Board Member
- Boys and Girls Clubs, Past Chairman, Life Trustee
- CFA Society of Cincinnati, Member
- Church of The Redeemer, Member
- Cincinnati Art Museum, Past Treasurer, Former Trustee
- Cincinnatus, Former Member
- Cincinnati Playhouse in the Park, Former Trustee
- Cincinnati Squash Racquets Association, Past President
- Contemporary Arts Center, Former Trustee
- Mercantile Library, Past President
- The University Club, Past President

Charles A. Pettengill, CFA
Portfolio Manager & Principal
Board Chairman
Joined Bahl & Gaynor in 1997
Joined industry in 1991
Charles A. Pettengill, CFA
Portfolio Manager & Principal
Board Chairman
Joined Bahl & Gaynor in 1997
Joined industry in 1991
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).
Educational Background
- Chartered Financial Analyst® charterholder (1996), CFA Institute
- Certified Public Accountant (1987)
- Master of Business Administration (1986), University of Chicago, Concentration in Finance
- Bachelor of Arts (1984), Colgate University, Major: Economics
Affiliates
- The Campaign for CCDS, Past Co-Chair
- The Campaign for LADD, Past Co-Chair
- CFA Society of Cincinnati, Member
- Cincinnati Country Day School, Past Board President
- Cincinnati Country Day School Annual Fund, Past Chairman
- Cincinnati Eye Bank, Vice President
- Living Arrangements for the Developmentally Disabled, Past Board President

Eleanor K. Moffat, CFA
Portfolio Manager & Principal
Joined Bahl & Gaynor in 1999
Joined industry in 1981
Eleanor K. Moffat, CFA
Portfolio Manager & Principal
Joined Bahl & Gaynor in 1999
Joined industry in 1981
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).
Educational Background
- Chartered Financial Analyst® charterholder (1988), CFA Institute
- Master of Administrative Science (1984), Johns Hopkins University
- Bachelor of Arts (1978), Princeton University
Affiliates
- All Saints Church, Member
- CFA Society of Cincinnati, Member
- Cincinnati Parks Foundation, Trustee
- Dress for Success, Executive Officer and Board Member
- Fine Arts Fund Advisory Board, Past Board Member
- Fourth Street Boutique, Past Board Member
- Junior League of Cincinnati, Sustaining Member
- Kindervelt Children’s Hospital Medical Center, Past Executive Officer
- Ohio Valley Princeton Club, Past President and Executive Officer
- St. Ursula Villa School, Past Executive Officer and Trustee
- St. Xavier High School Mothers’ Club
- United Way, Investment Oversight Committee, Past Member
- University pf Cincinnati College-Conservatory of Music, Past Trustee
60
Employees

Robert S. Groenke
Portfolio Manager & Principal
Chief Executive Officer & President
Joined Bahl & Gaynor in 2019
Joined industry in 2005
Robert S. Groenke
Portfolio Manager & Principal
Chief Executive Officer & President
Joined Bahl & Gaynor in 2019
Joined industry in 2005
Bob is President & CEO of Bahl & Gaynor and serves as a portfolio manager and member of the Investment Committee covering the Real Estate sector. Bob joined Bahl & Gaynor in 2019 as a portfolio manager following a career spanning institutional public markets investing, private equity, and investment banking.
Bob was named President & CEO of the Firm in 2022.
Prior to joining Bahl & Gaynor, Bob’s work included positions at Franklin Templeton (San Mateo, CA), Industrial Growth Partners (San Francisco, CA), and Thomas Weisel Partners (New York, NY).
Educational Background
- Master of Business Administration (2012) with Honors, University of Chicago
- Bachelor of Arts in Economics (2005), University of Michigan

Kevin T. Gade, CFA, CFP®
Portfolio Manager & Principal
Chief Operating Officer
Joined Bahl & Gaynor in 2016
Joined industry in 2011
Kevin T. Gade, CFA, CFP®
Portfolio Manager & Principal
Chief Operating Officer
Joined Bahl & Gaynor in 2016
Joined industry in 2011
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.
Educational Background
- CERTIFIED FINANCIAL PLANNER™ professional (2018), College for Financial Planning
- Chartered Financial Analyst® charterholder (2017), CFA Institute
- Bachelor of Business Administration (2014), University of Cincinnati, Major: Finance & Business Economics
Affiliates
- CFA Society of Cincinnati, Member
- Cincinnati Youth Collaborative (United Way), Mentor and Young Professional Board Member
- Elder High School, PAC 100 Member
- Financial Planning Association (FPA) of Southwestern Ohio, Member
- Mount St. Joseph University Board of Trustees, Member

Edward A. Woods, CFA
Portfolio Manager & Principal
Board Director
Joined Bahl & Gaynor in 2004
Joined industry in 1990
Edward A. Woods, CFA
Portfolio Manager & Principal
Board Director
Joined Bahl & Gaynor in 2004
Joined industry in 1990
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).
Educational Background
- Chartered Financial Analyst® charterholder (1996), CFA Institute
- Master of Business Administration (1996), University of Cincinnati
- Bachelor of Arts (1989), Wittenberg University
Affiliates
- Biostart, Past Finance Committee Member
- CFA Society of Cincinnati, Member
- University of Cincinnati – MSBA Finance Advisory Board, Past Member

Ellis D. Hummel, CFP®
Portfolio Manager & Principal
Board Director
Joined Bahl & Gaynor in 2008
Joined industry in 1993
Ellis D. Hummel, CFP®
Portfolio Manager & Principal
Board Director
Joined Bahl & Gaynor in 2008
Joined industry in 1993
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).
Educational Background
- CERTIFIED FINANCIAL PLANNER™ professional (2002), College for Financial Planning
- Bachelor of Arts (1990), Skidmore College, Major: Government
Affiliates
- Financial Planning Association (FPA) of Southwestern Ohio, Member
- Living Arrangements for the Developmentally Disabled (LADD), Board Member

Nicholas W. Puncer, CFA, CFP®
Portfolio Manager & Principal
Managing Director, Institutional
Joined Bahl & Gaynor in 2010
Joined industry in 2007
Nicholas W. Puncer, CFA, CFP®
Portfolio Manager & Principal
Managing Director, Institutional
Joined Bahl & Gaynor in 2010
Joined industry in 2007
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.
Educational Background
- Chartered Financial Analyst® charterholder (2014), CFA Institute
- CERTIFIED FINANCIAL PLANNER™ professional (2014), College for Financial Planning
- Bachelor of Business Administration (2010) Summa Cum Laude, University of Cincinnati, Major: Finance & Business Economics
Affiliates
- CFA Society of Cincinnati, Member
- Cincinnati Opera, Investment Committee Member
- Kautz-Uible Economics Department Scholarship Fund, Trustee

Stephanie S. Thomas, CFA
Portfolio Manager & Principal
Managing Director, Institutional
Joined Bahl & Gaynor in 2012
Joined industry in 1990
Stephanie S. Thomas, CFA
Portfolio Manager & Principal
Managing Director, Institutional
Joined Bahl & Gaynor in 2012
Joined industry in 1990
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.
Educational Background
- Chartered Financial Analyst® charterholder (2001), CFA Institute
- Master of Business Administration (1996), University of Notre Dame
- Bachelor of Arts (1989), Wittenberg University, Major in Economics, Minor in Business
Affiliates
- ArtsWave, Past Finance and Investment Committee Member
- CFA Society of Cincinnati, Past President, Board Member

John B. Schmitz, CFA
Portfolio Manager & Principal
Board Director
Joined Bahl & Gaynor in 2005
Joined industry in 1985
John B. Schmitz, CFA
Portfolio Manager & Principal
Board Director
Joined Bahl & Gaynor in 2005
Joined industry in 1985
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).
Educational Background
- Chartered Financial Analyst® charterholder (1992), CFA Institute
- Bachelor of Business Administration (1982), The University of Cincinnati
Affiliates
- UC Business School – Mentor
- CFA Society of Cincinnati, Member

W. Jeff Bahl
Portfolio Manager & Principal
Board Director
Joined Bahl & Gaynor in 2014
Joined industry in 2001
W. Jeff Bahl
Portfolio Manager & Principal
Board Director
Joined Bahl & Gaynor in 2014
Joined industry in 2001
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).
Educational Background
- Bachelor of Science in Business Administration (2002) Magna Cum Laude, Washington & Lee University
Affiliates
- Indian Hill High School, Assistant Football Coach
- Indian Hill Football Club, Board Member
- Indian Hill Winter Club, USA Hockey – Certified Level One Coach

Christopher J. Heekin, CFP®, CAP®
Portfolio Manager & Principal
Managing Director, Wealth Management Group
Joined Bahl & Gaynor in 2016
Joined industry in 1993
Christopher J. Heekin, CFP®, CAP®
Portfolio Manager & Principal
Managing Director, Wealth Management Group
Joined Bahl & Gaynor in 2016
Joined industry in 1993
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).
Educational Background
- Chartered Advisor in Philanthropy (2022)
- CERTIFIED FINANCIAL PLANNER™ professional (2017), College for Financial Planning
- Master of Business Administration (1999), Darden School of Business at the University of Virginia, Concentration in Finance,
- Bachelor of Arts in Economics (1992), Duke University
Affiliates
- Chatfield College Board of Trustees
- Financial Planning Association (FPA) of Southwestern Ohio, Member
- Good Samaritan Hospital Foundation Board of Trustees
- United Way of Greater Cincinnati and UWGC Foundation Board of Trustees
32
Investment and Planning Professionals

Scott D. Rodes, CFA
Portfolio Manager & Principal
Joined Bahl & Gaynor in 2001
Joined industry in 1986
Scott D. Rodes, CFA
Portfolio Manager & Principal
Joined Bahl & Gaynor in 2001
Joined industry in 1986
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).
Educational Background
- Chartered Financial Analyst® charterholder (1993), CFA Institute
- Master of Business Administration (1987), Xavier University
- Bachelor of Engineering in Mechanical Engineering (1985), Vanderbilt University
Affiliates
- CFA Society of Cincinnati, Member
- University Club of Cincinnati, Board Member
- Xavier University, Williams College of Business, Student Mentor

Peter M. Kwiatkowski, CFA
Portfolio Manager & Principal
Chief Investment Officer
Joined Bahl & Gaynor in 2019
Joined industry in 1999
Peter M. Kwiatkowski, CFA
Portfolio Manager & Principal
Chief Investment Officer
Joined Bahl & Gaynor in 2019
Joined industry in 1999
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.
Educational Background
- Chartered Financial Analyst® charterholder (2002), CFA Institute
- Bachelor of Science in Business Administration (1999) Summa Cum Laude, California State University, Long Beach
Affiliates
- Cincinnati Nature Center, Board Member
- CFA Society of Cincinnati, Member
- Ronald McDonald House of Greater Cincinnati, Past Finance Committee Member

Maura A. Kelly, CFP®
Portfolio Manager & Principal
Joined Bahl & Gaynor in 2020
Joined industry in 2002
Maura A. Kelly, CFP®
Portfolio Manager & Principal
Joined Bahl & Gaynor in 2020
Joined industry in 2002
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.
Educational Background
- CERTIFIED FINANCIAL PLANNER™ professional (2007), Xavier University
- Bachelor of Science in Business Administration (2002) Magna Cum Laude, University of Dayton, Major: Finance, Minor: Accounting
Affiliates
- Center of Addiction Treatment, Board of Directors
- Council on Child Abuse, Vice President, Board of Trustees
- Cincinnati Parks, Finance Committee
- USA Regional Chamber, WELead Class 10
- Junior League of Cincinnati, Sustaining Member

Kelsey Flannery, CFP®
Wealth Management Analyst
Joined Bahl & Gaynor in 2021
Joined Industry in 2017
Kelsey Flannery, CFP®
Wealth Management Analyst
Joined Bahl & Gaynor in 2021
Joined Industry in 2017
As a Wealth Management 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 Wealth Management Analyst, Kelsey served on the Wealth & Investment side of the Private Client Group at Huntington Bank.
Educational Background
- CERTIFIED FINANCIAL PLANNER® professional (2022) College for Financial Planning
- Bachelor of Business Administration (2016) Magna Cum Laude, University of Kentucky. Major: Finance
Affiliates
- A Kid Again, Board Member
- Redwood Rehabilitation Center, Finance Committee Member

Christopher M. Rowane, CFA
Portfolio Manager & Principal
Joined Bahl & Gaynor in 2014
Joined industry in 1983
Christopher M. Rowane, CFA
Portfolio Manager & Principal
Joined Bahl & Gaynor in 2014
Joined industry in 1983
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).
Educational Background
- Chartered Wealth Manager® (2004), American Academy of Financial Management
- Chartered Financial Analyst® charterholder (1998), CFA Institute
- Master of Business Administration (1988), Gannon University, Concentration in Finance
- Bachelor of Science in Business Administration (1983), Gannon University, Major: Finance
Affiliates
- CFA Society of Cincinnati, Member
- Montgomery Community Church, Member
- Rubinstein Foundation of Cincinnati Children’s Hospital, Advisory Committee
- Ronald McDonald House of Greater Cincinnati, Planned Giving Committee
- Xavier University, Williams College of Business, Student Mentor

James E. Russell, Jr.
Portfolio Manager & Principal
Joined Bahl & Gaynor in 2014
Joined industry in 1988
James E. Russell, Jr.
Portfolio Manager & Principal
Joined Bahl & Gaynor in 2014
Joined industry in 1988
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).
Educational Background
- Master of Business Administration (1986), Emory University, Concentration in Finance
- Bachelor of Science (1983), Centre College of Kentucky
Affiliates
- Beech Acres Parenting Center Endowment Committee, Past Board Chair
- Centre College Advisory Board, Committee Member
- Interparish Ministries, Secretary of Board and Finance Committee Member
- Saint Timothy’s Episcopal Church, Finance Committee Member, Past Board Chair
- YMCA of Greater Cincinnati, Full Board and Finance Committee Member

S. Nick Brown, CFP®
Principal & Senior Financial Planner
Joined Bahl & Gaynor in 2017
Joined industry in 2005
S. Nick Brown, CFP®
Principal & Senior Financial Planner
Joined Bahl & Gaynor in 2017
Joined industry in 2005
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).
Educational Background
- CERTIFIED FINANCIAL PLANNER™ professional (2008), College for Financial Planning
- Bachelor of Business Administration (2004), University of Cincinnati, Major: Finance
Affiliates
- Financial Planning Association (FPA) of Southwestern Ohio, Member

Samuel L. Koopman, CFP®
Portfolio Manager & Principal
Joined Bahl & Gaynor in 2015
Joined industry in 2008
Samuel L. Koopman, CFP®
Portfolio Manager & Principal
Joined Bahl & Gaynor in 2015
Joined industry in 2008
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.
Educational Background
- CERTIFIED FINANCIAL PLANNER™ professional (2017), College for Financial Planning
- Bachelor of Science in Business Administration (2010), Xavier University, Major: Finance
Affiliates
- CFA Society of Cincinnati, Affiliate Member
- Financial Planning Association (FPA) of Southwestern Ohio, Member
- Xavier ROTC Alumni Advisory Board, Member

Keith H. Rennekamp, CFA, CFP®
Portfolio Manager & Principal
Joined Bahl & Gaynor in 2018
Joined industry in 2003
Keith H. Rennekamp, CFA, CFP®
Portfolio Manager & Principal
Joined Bahl & Gaynor in 2018
Joined industry in 2003
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).
Educational Background
- CERTIFIED FINANCIAL PLANNER™ professional (2012), College for Financial Planning
- Chartered Financial Analyst® charterholder (2010), CFA Institute
- Master of Business Administration (2007), Xavier University, Concentration in Finance
- Bachelor of Business Administration (2002), The Ohio State University, Major: Finance
Affiliates
- CFA Institute Global Research Challenge, Local Society Coordinator
- CFA Society of Cincinnati Board, Secretary
- Immaculate Heart of Mary Church, Fathers Team
- Girls S.E. Cincinnati Soccer Association, Coach
- A Kid Again, Southwest Ohio Chapter Board, Past Board Member

Katherine H. Berding, CFA
Institutional Analyst
Joined Bahl & Gaynor in 2021
Joined Industry in 2017
Katherine H. Berding, CFA
Institutional Analyst
Joined Bahl & Gaynor in 2021
Joined Industry in 2017
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.
Educational Background
- Chartered Financial Analyst® charterholder (2022), CFA Institute
- Bachelor of Science in Business Administration (2017) Magna Cum Laude, Georgetown University, Majors: Finance, Accounting
Affiliates
- CFA Society of Cincinnati, Member

Ian T. Owens, CFA
Portfolio Analyst
Joined Bahl & Gaynor in 2017
Joined industry in 2014
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.
Educational Background
- Chartered Financial Analyst® charterholder (2021), CFA Institute
- Bachelor of Business Administration (2017), University of Cincinnati, Major: Finance
Affiliates
- CFA Society of Cincinnati, Member
- Bethany House Services, Development Committee Member
- Cincinnati Works, Young Professionals Board Member
- Leadership Council for Nonprofits, BOLD Steering Committee

Eric J. Zins, CFA
Portfolio Analyst
Joined Bahl & Gaynor in 2018
Joined industry in 2014
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.
Educational Background
- Chartered Financial Analyst® charterholder (2021), CFA Institute
- Bachelor of Business Administration (2018) Summa Cum Laude, University of Cincinnati, Major: Finance
Affiliates
- CFA Society of Cincinnati, Member
- Cincinnati Youth Collaborative (United Way), Mentor

Chrissy Pan, CFP®
Financial Planning Analyst
Joined Bahl & Gaynor in 2022
Joined Industry in 2018
As a Financial Planning 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 Financial Planning Analyst, Chrissy served on the Advisor team in Private Wealth Management at U.S. Bank.
Educational Background
- CERTIFIED FINANCIAL PLANNER™ professional (2022), College for Financial Planning
- Bachelor of Science in Business (2019) Cum Laude, Miami University. Majors: Finance and Marketing

J. Eric Strange, CFA
Portfolio Manager & Principal
Joined Bahl & Gaynor in 2019
Joined industry in 1997
J. Eric Strange, CFA
Portfolio Manager & Principal
Joined Bahl & Gaynor in 2019
Joined industry in 1997
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.
Educational Background
- Chartered Financial Analyst® charterholder (2002), CFA Institute
- Bachelor of Science in Accounting (1996), Georgetown College
- Certified Public Accountant (1999)
Affiliates
- CFA Society of Cincinnati, Member
- Fort Thomas Junior Football League, Board Member, Coach
- Reset Ministries, Volunteer Coordinator

Jared A. Bresnen, CFA
Portfolio Analyst
Joined Bahl & Gaynor in 2019
Joined industry in 2016
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.
Educational Background
- Chartered Financial Analyst® charterholder (2022), CFA Institute
- Bachelor of Business Administration (2019) Summa Cum Laude, University of Cincinnati, Major: Finance
Affiliates
- CFA Society of Cincinnati, Member

Matthew J. Carroll, CFP®
Wealth Management Analyst
Joined Bahl & Gaynor in 2020
Joined industry in 2018
Matthew J. Carroll, CFP®
Wealth Management Analyst
Joined Bahl & Gaynor in 2020
Joined industry in 2018
As a Wealth Management 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 Wealth Management Analyst, Matt served as a Co-Op at Bahl & Gaynor while pursuing his undergraduate degree.
Educational Background
- CERTIFIED FINANCIAL PLANNER™ professional (2022), College for Financial Planning
- Bachelor of Science in Business Administration (2020), Xavier University, Major: Finance
Affiliates
- Financial Planning Association (FPA) of Southwestern Ohio, Member
- Xavier University, Williams College of Business, Student Mentor

Andy C. Hagedorn
Portfolio Manager
Joined Bahl & Gaynor in 2021
Joined Industry in 1998
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).
Educational Background
- Bachelor of Science (1998) with Honors, University of Kentucky, Business Management and Economics
Affiliates
- Diocese of Covington Investment Policy Committee: Current Chair
- Regional Youth Leadership, Northern Kentucky Chamber: Past Chair

Mike Del Prince, CFP®, CLU®
Wealth Management Analyst
Joined Bahl & Gaynor in 2022
Joined Industry in 2013
Mike Del Prince, CFP®, CLU®
Wealth Management Analyst
Joined Bahl & Gaynor in 2022
Joined Industry in 2013
As a Wealth Management 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 Wealth Management Analyst, Mike worked as a Manager in Advisory Sales at Nationwide Financial.
Educational Background
- Chartered Life Underwriter® (2018)
- CERTIFIED FINANCIAL PLANNER™ Professional (2016)
- Master of Science, Taxation (2022), University of Cincinnati
- Bachelor of Arts (2013), Centre College, Major: Economics, Minor: Studio Art
Affiliates
- Financial Planning Association of Southwestern Ohio, President-elect
- Cincinnati Estate Planning Council, Member
- Kenton County Agricultural Development Council, Board Member

Christopher A. Guy
Wealth Management Analyst
Joined Bahl & Gaynor in 2022
Joined Industry in 2019
As a Wealth Management Analyst, Chris supports Advisors in all aspects of client relationships including account management and trading, research, reporting, analysis, and client service. He also supports Bahl & Gaynor’s financial planning team in their work with clients that includes cash flow projections as well as strategies for generational wealth preservation, retirement, and charitable giving.
Prior to his role as Wealth Management Analyst, Chris served as a Co-Op at Bahl & Gaynor while pursuing his undergraduate degree.
Educational Background
- Bachelor of Business Administration (2022), Summa Cum Laude, University of Cincinnati, Major: Finance
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