Foster & Motley, Inc.
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
Foster & Motley, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Foster & Motley, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Foster & Motley, Inc. Employees
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)
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
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)
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
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
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.)
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
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
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
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
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
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
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
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
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
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