Foster & Motley, Inc.

Description

Address: 7755 Montgomery Rd #100, Cincinnati, OH 45236 Hours: Closes soon: 5PM ⋅ Opens 8AM Mon Friday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (513) 561-6640Place name: : : : Website: : Category: : : Website: https://www.fosterandmotley.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Popular times Fridays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 4 PM: Usually not too busy6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Foster & Motley Posting publicly on the Web Write a review Reviews 2 Google reviews

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Foster & Motley, Inc. Employees

Employee
Years
Job
Industry
Jennifer Rourke Jennifer Rourke Cincinnati Area Details
Jennifer Rourke's Foster & Motley, Inc. Experience June 2013 - Present
Job Foster & Motley, Inc.
Industry Financial Services
Experience
Foster & Motley, Inc.   June 2013 - Present
University of Cincinnati - Center for Corporate Learning (UCCCL)   August 2010 - June 2013
Sinclair Community College - Workforce Development   August 2007 - August 2010
Scott Air Force Base, HQ AMC/A7Q, Installation Management and Mission Support   June 2003 - December 2004

Education
Louisiana Tech University   2003 — 2007
Bachelor of Arts (B.A.), Speech and Communications

Project Management Institute, Southwestern Ohio Chapter
PMP/CAPM Prep Course (Fall - 5 week course)

John Melville, CFA John Melville, CFA Cincinnati Area Details
John Melville, CFA's Foster & Motley, Inc. Experience 2001 - Present
Job Portfolio Manager & Shareholder at Foster & Motley, Inc.
Industry Financial Services
Experience
Foster & Motley, Inc.   2001 - Present
Bartlett & Co.   1989 - 2001
Thompson & Melville & Co.   1985 - 1989

Education
Xavier University   1976 — 1978
Master of Business Administration (MBA), Advanced Business Economics

Chartered Financial Analyst (CFA)

Duke University   1965 — 1969
Bachelor of Business Administration (BBA), Economics

Ralph Scherer, JD, CFA Ralph Scherer, JD, CFA Cincinnati Area Details
Ralph Scherer, JD, CFA's Foster & Motley, Inc. Experience 2000 - Present
Job Portfolio Manager & Shareholder at Foster & Motley, Inc
Industry Financial Services
Experience
Foster & Motley, Inc.   2000 - Present
Retirement Capital Advisors   1998 - 2000

Education
Chartered Financial Analyst (CFA)

University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)

University of Michigan Law School
Juris Doctor

Washburn University
Bachelor of Business Administration (BBA)

Thomas Guidi, CFA Thomas Guidi, CFA Cincinnati, Ohio Details
Thomas Guidi, CFA's Foster & Motley, Inc. Experience 2007 - Present
Job Portfolio Manager & Shareholder at Foster & Motley, Inc.
Industry Financial Services
Experience
Foster & Motley, Inc.   2007 - Present
Foster & Motley, Inc.   2005 - 2006
Fidelity Investments  2000 - 2005

Education
Chartered Financial Analyst (CFA)

University of Kentucky   1996 — 2000
Bachelor of Business Administration (BBA), Finance

David Foster, CPA, CFP® David Foster, CPA, CFP® Cincinnati Area Details
David Foster, CPA, CFP®'s Foster & Motley, Inc. Experience 1997 - Present
Job Financial Planner & Shareholder
Industry Financial Services
Experience
Foster & Motley, Inc.   1997 - Present
Foster Financial Advisory, Inc.   1991 - 1996
Grant Thornton LLP  1985 - 1989
Arthur Andersen & Company  1981 - 1984

Education
Certified Financial Planner (CFP)

Certified Public Accountant (CPA)

Miami University   1977 — 1981
Bachelor of Science (BS), Accountancy

Halle Peters Halle Peters Cincinnati Area Details
Halle Peters's Foster & Motley, Inc. Experience March 2014 - Present
Job Investment Managment Assistant
Industry Financial Services
Experience
Foster & Motley, Inc.   March 2014 - Present
Centerpoint Recruiting   August 2013 - March 2014
Financial Professionals  November 2012 - July 2013
Legacy Builders and Contractors   September 2012 - July 2013
Bar Louie  March 2010 - September 2012

Education
Lake Erie College   2006 — 2010
Bachelor of Arts (B.A.)

Meggie (A) King Meggie (A) King Cincinnati Area Details
Meggie (A) King's Foster & Motley, Inc. Experience May 2012 - March 2013
Job
Industry Marketing and Advertising
Experience
Promotion Execution Partners  September 2013 - Present
Promotion Execution Partners  March 2013 - Present
Foster & Motley, Inc.   May 2012 - March 2013
Cincinnati Art Museum  June 2010 - May 2012
Alzheimer's Association Central Ohio Chapter   June 2009 - June 2010
NETS Sports and Entertainment   September 2008 - December 2008

Skills
Event Planning, Social Media, Public Relations, Event Management, Press Releases, Fundraising, Social Media Marketing, Editing, Copywriting, Non-profits, Public Speaking, Microsoft Office, Marketing, Customer Service, Volunteer Management

Education
The Ohio State University   2007 — 2010

University of Kentucky   2006 — 2007
Exploratory, Exploratory

David Nienaber, CPA, CFP® David Nienaber, CPA, CFP® Cincinnati Area Details
David Nienaber, CPA, CFP®'s Foster & Motley, Inc. Experience October 2010 - Present
Job Financial Planner & Shareholder at Foster & Motley, Inc.
Industry Financial Services
Experience
Foster & Motley, Inc.   October 2010 - Present
Deloitte Investment Advisors   October 2006 - October 2010
Deloitte & Touche  September 2004 - October 2006

Skills
Finance, Financial Analysis, Accounting, Financial Planning, Management, Financial Advisory, Portfolio Management, Estate Planning, Financial Reporting, Consulting

Education
University of Dayton
B.S. & M.B.A., Finance & Accounting

Megan Leslie Megan Leslie Cincinnati, Ohio Details
Megan Leslie's Foster & Motley, Inc. Experience March 2015 - Present
Job Financial Planning Assistant at Foster & Motley, Inc.
Industry Health, Wellness and Fitness
Experience
Foster & Motley, Inc.   March 2015 - Present
LifeTime Fitness  December 2013 - March 2015
Urban Active  June 2012 - December 2013
Grace Chapel  September 2008 - January 2009
Fidelity Investments  March 2000 - October 2002
Deskey Associates  March 1999 - March 2000
Campus Crusade for Christ  April 1997 - March 1999

Skills
Leadership, Marketing, Team Building, Project Management, Event Planning, Strategy, Client Relations, Client Services, Finance, Communication, Fitness Training, Mulit-tasking, Sales, Motivating clients, Health Education, Sports Nutrition

Education
Ohio University   1992 — 1996
Bachelor's degree, Communications

J. Grant Mosher J. Grant Mosher Columbus, Ohio Details
J. Grant Mosher's Foster & Motley, Inc. Experience April 2015 - June 2015
Job Startup Consultant & Financial Planner
Industry Venture Capital & Private Equity
Experience
PURSUE Financial Wellness, LLC   July 2015 - Present
Startups.co  June 2015 - Present
Financial Planning Association of Southwestern Ohio   September 2014 - July 2015
Foster & Motley, Inc.   April 2015 - June 2015
Foster & Motley, Inc.   March 2014 - March 2015
Fecon, Inc.   May 2012 - February 2014

Skills
Leadership, Personal Finance, Project Management, Marketing, Strategic Planning, Public Speaking, Process Improvement, Innovation

Education
The Ohio State University Fisher College of Business   2014 — 2015
Executive Certificate in Financial Planning

The Ohio State University Fisher College of Business   2009 — 2013
BSBA, Double Major: Operations Management & Logistics, Minor: International Studies

The Ohio State University Fisher College of Business   2012 — 2012
The Ohio Export Internship Program (EIP)

Curtin University   2011 — 2011
International Business Exchange Program: Perth, Australia

Grove City High School   2007 — 2009
4.55 GPA, Class Salutatorian and Student Body President

Mark Motley, CFA Mark Motley, CFA Cincinnati, Ohio Details
Mark Motley, CFA's Foster & Motley, Inc. Experience 1997 - Present
Job Portfolio Manager & Shareholder Foster & Motley, Inc.
Industry Financial Services
Experience
Foster & Motley, Inc.   1997 - Present
Caledonian Asset Management Corporation   1995 - 1996

Skills
Portfolio Management, Investment Advisory, Wealth Management

Education
Chartered Financial Analyst (CFA)

University of Kentucky
Master of Business Administration (MBA)

University of Kentucky
Bachelor of Economics, cum laude

Jessica Holcomb Jessica Holcomb Cincinnati Area Details
Jessica Holcomb's Foster & Motley, Inc. Experience November 2007 - Present
Job Operations Specialist at Foster & Motley, Inc.
Industry Investment Management
Experience
Foster & Motley, Inc.   November 2007 - Present
Peoples Community Bank  2003 - 2007

Skills
Retirement Planning, Customer Service

Education
Northern Kentucky University   1999 — 2003
Bachelor's degree, Mathematics

Emilie Geiler Emilie Geiler Cincinnati, Ohio Details
Emilie Geiler's Foster & Motley, Inc. Experience July 2015 - Present
Job Associate Financial Planner at Foster & Motley, Inc.
Industry Financial Services
Experience
Foster & Motley, Inc.   July 2015 - Present
Barnes Dennig  January 2014 - July 2015
The Geiler Company   June 2004 - December 2013
WesBanco  July 2011 - August 2012

Skills
Microsoft Office, VMS, Windows, Mac, Outlook, Cold Calling, Invoicing, Microsoft Excel, Customer Service, Administrative..., Banking, Spreadsheets, Auditing

Education
University of Cincinnati   2012 — 2014
Master's degree, Accounting

University of Cincinnati College of Business   2008 — 2012
Bachelor's degree, Biology, General

University of Cincinnati College of Business   2008 — 2012
Minor, Business Administration

Connie Epstein Connie Epstein West Chester, Ohio Details
Connie Epstein's Foster & Motley, Inc. Experience September 1990 - April 2008
Job Retired Financial Planner
Industry Financial Services
Experience
Currently Retired  April 2008 - Present
Foster & Motley, Inc.   September 1990 - April 2008

Skills
Investments, Strategic Financial..., Strategic Planning, Customer Service, Risk Management, Insurance, Portfolio Management, Leadership, Sales Management, Sales, Negotiation, New Business Development, Contract Negotiation, Financial Planning

Education
Miami University   1987 — 1989

Elizabeth Green, CFA Elizabeth Green, CFA Cincinnati Area Details
Elizabeth Green, CFA's Foster & Motley, Inc. Experience 2003 - Present
Job Portfolio Manager at Foster & Motley, Inc.
Industry Financial Services
Experience
Foster & Motley, Inc.   2003 - Present
Haberer Registered Investment Advisor, Inc.   1995 - 2003
WindWatch Investments, Inc.   1993 - 1995

Skills
Portfolio Management, Investment Management, Alternative Investments, Investment Banking, Equities, Wealth Management, High Net Worth..., Financial Planning, Strategy, Investments, Investment Advisory, Financial Advisory, Retirement Planning, Investment Strategies, Mutual Funds

Education
Chartered Financial Analyst (CFA)

University of Dayton
Bachelor of Business Administration (BBA), Finance

Rachel Rasmussen Rachel Rasmussen Cincinnati Area Details
Rachel Rasmussen's Foster & Motley, Inc. Experience September 2014 - Present
Job Associate Portfolio Manager at Foster & Motley, Inc.
Industry Capital Markets
Experience
Foster & Motley, Inc.   September 2014 - Present
Covington & Associates   March 2013 - August 2014
Seton Hall University  August 2011 - May 2013
Tri State Sales   December 2010 - May 2013
Merrill Lynch  May 2012 - March 2013

Skills
Financial Analysis, Microsoft Office, Management, Finance, Microsoft Excel, Analysis, Investments, Public Speaking, Portfolio Management, PowerPoint

Education
Passed Level III of the CFA Program

Seton Hall University   2011 — 2013
MBA, Finance, General, 3.95

Miami University   2006 — 2009
Bachelor of Arts, Double Major in International Studies and French, 3.88

Université de Bourgogne   2007 — 2007
French Studies