Team

Rob Herman

Rob Herman

Managing Principal, The 4100 Group Financial Services (4100FS); Board of Managers, Gries Financial Partners

513 861-2000

Ken Brodkowitz

Ken Brodkowitz

Chief Investment Officer

216-861-1148

Lauren Fine

Lauren Rich Fine

Senior Managing Director

216-861-1148

Jeff Palmer

Jeff Palmer

Executive Director, Integration Strategy

216-861-1148

Brent Horvath

Brent Horvath

Senior Director, Wealth Management Services

216-861-1148

Kris Jarosz

Kris Jarosz

Senior Director, Research & Portfolio Management

216-861-1148

Daniel Beringer

Daniel Beringer

Director, Wealth Management Services; Chief of Staff

615-442-7899

Angelo Leslie

Angelo Leslie

Director, Wealth Management Services

248 282 3184

Robert Samrah

Robert Samrah

Director, Wealth Management Services

313 879-1033

Michael Manly

Michael Manly

Director, Wealth Management Services & Tax

216-861-1148

Dennis Delphenich

Dennis Delphenich

Director, Wealth Management Services/Southwestern Ohio Lead

216-861-1148

Jake Waldenmeyer

Jake Waldenmeyer

Director, Wealth Management Services

913 653-6400

Steven Goode

Steven Goode

Portfolio Manager

Mary McCallum

Mary McCallum

Process Management Leader

216-861-1148

Joy Hayes

Joy Hayes

Operations Associate

216-861-1148

Abby Hausman

Abby Hausman

Operations Associate

216-861-1148

Neil Varnish

Neil Varnish

Operations Associate

216-861-1148

Pam Ziegan

Pam Ziegan

Wealth Management Administrator

216-861-1148

Cecelia Catcher

Cecelia Catcher

Client Service Associate

Mike Gilmore

Mike Gilmore

Board of Managers

Mike Davidson

Mike Davidson

Board of Managers

David Withrow

David Withrow

Board of Managers