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Wealth Management

Philosophy
             
Each client’s investment objectives are unique, and determining the appropriate asset allocation based on these objectives is our most important decision.

Wealth Management - Philosophy

  


         
MEET OUR TEAM

Kevin P. Whelan, CFA
   Kevin P. Whelan, CFA
Principal
and Portfolio Manager
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B. Rapking - Operations Associate
   Brad J. Rapking
Equity Trader and Associate Research Analyst
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  Jakki L. Haussler, Esq., CPA
Founder and CEO

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David W. Wagner III, CFA
   David W. Wagner III, CFA
Research Analyst

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Nathan M. Bailey, CFA, CFP®
   Nathan M. Bailey, CFA, CFP®
Associate Portfolio Manager

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Nathan A. Bishop, CFA
   Nathan A. Bishop, CFA
Principal
and Portfolio Manager
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Joseph P. Condren, CFA
   Joseph P. Condren, CFA
Principal, COO and CCO

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Len A. Haussler, CFA, CPA
   Len A. Haussler, CFA, CPA
Founder
and Portfolio Manager
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Adam T. Eagleston, CFA
   Adam T. Eagleston, CFA
Principal
and Portfolio Manager
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Alex Moore
   Alex Moore
Associate Wealth Advisor

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  CONTACT INFO

221 E. 4th Street, Suite 2700
Cincinnati, OH 45202
Office: (513) 621-6787
   CONNECT WITH US

        
         
Copyright © 2017. Opus Capital Management. All Rights Reserved