Ascent family office support Cincinnati, Ohio office
About our regional office
Each of our clients define success in different ways and have unique goals that drive them. Our Midwest/Eastern Region team works with successful families like yours to identify your distinctive needs, goals and passions, and align around a vision for the future. Then we put the full expertise of our multidisciplinary team of experts behind you to work toward your objectives. As your family’s needs evolve, so will our partnership. We’re built to serve you now and for decades to come.
Meet our Ascent regional team.
Ben Ollendick
Regional Managing Director
Charlene Altman
Managing Director, Client Advisory
Justin Felicetta
Managing Director, Investment Consulting
Kelly Harvey
Director, Investment Consulting
Peter Hatinen
Managing Director, Wealth Strategy
Joe Hinderer
Managing Director, Investment Consulting
Allison Kendall
Director, Client Experience
Robert Lambert
Associate Director, Investment Consulting
Mark Moeller
Managing Director, Investment Consulting
Jesse Obert
Director, Private Banking
Allison Reed
Managing Director, Client Advisory
Phillip Scherrer
Managing Director, Investment Consulting
Elliott Stapleton
Managing Director, Wealth Strategy
James Sullivan
Managing Director, Private Banking
Services to amplify your impact
From investment management to family office services, from trust and estate services to private banking, we have the expertise and resources you need. Everything we do, from our deeply personal approach to utilizing advanced technology, unlocks new possibilities to generate the greatest impact.
Cincinnati office location
The Ascent team is here to help families like yours sustain wealth across generations and support the people and causes you care about. We look forward to speaking with you about your financial and family legacy goals.
If you don’t see an Ascent office near you please request a call. One of our private capital management professionals would be pleased to assist you.
425 Walnut Street, Suite 2100
Cincinnati, OH 45202
Insights from our experts
Market news
Stay informed with our up-to-date reports on economic events and news from the markets.
Considerations for family legacy planning
These steps can help you create a legacy plan that both reflects your values and incorporates tax-efficient ways to transfer your assets.
How to become a philanthropist
Progressing from a “checkbook” donor to a philanthropist can be one of the most rewarding privileges of wealth.
Disclosures
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval.