Lenox Wealth Management
Industry: Company
DescriptionFounded: 1887 Subsidiary: Lenox Wealth Management, Inc., Asset Management Arm
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Lenox Wealth Management Employees
Employee
Years
Job
Industry
Neil Ursic Neil Ursic's Lenox Wealth Management Experience February 2011 - February 2013
Job CEO at Crush Republic
Industry Marketing and Advertising
Experience
Cincinnati Athletic Club June 2015 - Present
Crush Republic June 2015 - Present
dunnhumby February 2013 - June 2015
Lenox Wealth Management February 2011 - February 2013
Huron Consulting Group January 2010 - February 2011
Health Strategies & Solutions August 2008 - March 2009
Skills
Due Diligence, Financial Analysis, Business Planning, Process Improvement, Strategic Planning, Mergers, Business Strategy, Research, Excel, Forecasting, Data Analysis, Market Research, Competitive Analysis, Management Consulting, Public Speaking, Valuation, Business Analysis, Microsoft Excel, Analytics, Finance, Team Leadership, Strategy, Humor, Mergers & Acquisitions
Education
Case Western Reserve University 2004 — 2008
Bachelors
Cincinnati Athletic Club June 2015 - Present
Crush Republic June 2015 - Present
dunnhumby February 2013 - June 2015
Lenox Wealth Management February 2011 - February 2013
Huron Consulting Group January 2010 - February 2011
Health Strategies & Solutions August 2008 - March 2009
Skills
Due Diligence, Financial Analysis, Business Planning, Process Improvement, Strategic Planning, Mergers, Business Strategy, Research, Excel, Forecasting, Data Analysis, Market Research, Competitive Analysis, Management Consulting, Public Speaking, Valuation, Business Analysis, Microsoft Excel, Analytics, Finance, Team Leadership, Strategy, Humor, Mergers & Acquisitions
Education
Case Western Reserve University 2004 — 2008
Bachelors
Richard O'Donnell, CFP® Richard O'Donnell, CFP®'s Lenox Wealth Management Experience April 2011 - June 2014
Job Wealth Advisor at Capital Directions
Industry Financial Services
Experience
Capital Directions July 2014 - Present
Lenox Wealth Management April 2011 - June 2014
Lenox Wealth Management December 2006 - April 2011
Education
College for Financial Planning 2007 — 2008
DePauw University 2002 — 2006
Capital Directions July 2014 - Present
Lenox Wealth Management April 2011 - June 2014
Lenox Wealth Management December 2006 - April 2011
Education
College for Financial Planning 2007 — 2008
DePauw University 2002 — 2006
Emily van Treeck Emily van Treeck's Lenox Wealth Management Experience June 2012 - August 2012
Job Real Estate Banking Analyst at PNC
Industry Banking
Experience
PNC June 2014 - Present
PNC June 2013 - August 2013
General Cable June 2010 - May 2013
University of Cincinnati August 2012 - December 2012
Lenox Wealth Management June 2012 - August 2012
University of Cincinnati December 2010 - June 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Power Point, Business Objects, Envestnet, Market Research, PowerPoint, Public Speaking, Research, Data Analysis, Finance, Financial Reporting, Financial Analysis, Supply Chain, Access, Risk Management, Analysis, Sales, SQL
Education
University of Cincinnati 2009 — 2014
Business, Finance and Real Estate
PNC June 2014 - Present
PNC June 2013 - August 2013
General Cable June 2010 - May 2013
University of Cincinnati August 2012 - December 2012
Lenox Wealth Management June 2012 - August 2012
University of Cincinnati December 2010 - June 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Power Point, Business Objects, Envestnet, Market Research, PowerPoint, Public Speaking, Research, Data Analysis, Finance, Financial Reporting, Financial Analysis, Supply Chain, Access, Risk Management, Analysis, Sales, SQL
Education
University of Cincinnati 2009 — 2014
Business, Finance and Real Estate
John (Jay) Lame Jr.'s Lenox Wealth Management Experience June 2014 - Present
Job Analyst at Lenox Wealth Management
Industry Financial Services
Experience
Lenox Wealth Management June 2014 - Present
Fifth Third Bank June 2013 - June 2014
Fifth Third Bank March 2012 - June 2012
Fifth Third Bank September 2011 - December 2011
General Electric Aviation April 2011 - June 2011
Cincinnati Children’s Hospital Medical Center September 2010 - December 2010
Cincinnati Children's Hospital Medical Center March 2010 - June 2010
Cincinnati Children's Hospital Medical Center June 2009 - September 2009
Education
University of Cincinnati 2008 — 2013
Bachelor of Business Administration (BBA), Finance and International Business
St. Xavier High School
University of Cincinnati
Finance
Lenox Wealth Management June 2014 - Present
Fifth Third Bank June 2013 - June 2014
Fifth Third Bank March 2012 - June 2012
Fifth Third Bank September 2011 - December 2011
General Electric Aviation April 2011 - June 2011
Cincinnati Children’s Hospital Medical Center September 2010 - December 2010
Cincinnati Children's Hospital Medical Center March 2010 - June 2010
Cincinnati Children's Hospital Medical Center June 2009 - September 2009
Education
University of Cincinnati 2008 — 2013
Bachelor of Business Administration (BBA), Finance and International Business
St. Xavier High School
University of Cincinnati
Finance
Elizabeth Moritz's Lenox Wealth Management Experience August 2007 - February 2009
Job Accounting Manager at North American Properties
Industry Real Estate
Experience
North American Properties June 2011 - Present
North American Properties April 2009 - May 2011
Lenox Wealth Management August 2007 - February 2009
Ernst & Young May 2004 - July 2007
North American Properties January 2003 - May 2004
Skills
Financial Analysis, Financial Reporting, Accounting, Valuation, Forecasting, Financial Accounting, Internal Controls, Budgets, Leadership, Management, Auditing
Education
University of Notre Dame 2004 — 2005
MSA
Xavier University 2000 — 2004
BSBA, Finance
North American Properties June 2011 - Present
North American Properties April 2009 - May 2011
Lenox Wealth Management August 2007 - February 2009
Ernst & Young May 2004 - July 2007
North American Properties January 2003 - May 2004
Skills
Financial Analysis, Financial Reporting, Accounting, Valuation, Forecasting, Financial Accounting, Internal Controls, Budgets, Leadership, Management, Auditing
Education
University of Notre Dame 2004 — 2005
MSA
Xavier University 2000 — 2004
BSBA, Finance
Anne (Lame) Megerle, CFP®'s Lenox Wealth Management Experience August 2007 - Present
Job Assistant Vice President at Lenox Wealth Management
Industry Investment Management
Experience
Lenox Wealth Management August 2007 - Present
Procter and Gamble December 2004 - August 2007
CUNA Mutual Group 2004 - 2004
Education
Miami University 2001 — 2004
B.S. in Business, Economics, Finance, Political Science
Georgetown University 2004 — 2004
Xavier University Leadership Center 2008 — 2008
Ursuline Academy 1997 — 2001
Lenox Wealth Management August 2007 - Present
Procter and Gamble December 2004 - August 2007
CUNA Mutual Group 2004 - 2004
Education
Miami University 2001 — 2004
B.S. in Business, Economics, Finance, Political Science
Georgetown University 2004 — 2004
Xavier University Leadership Center 2008 — 2008
Ursuline Academy 1997 — 2001
Caroline Messer Caroline Messer's Lenox Wealth Management Experience November 2013 - April 2015
Job Accountant at Mercy Health (formerly Catholic Health Partners)
Industry Financial Services
Experience
Mercy Health (formerly Catholic Health Partners) June 2015 - Present
Lenox Wealth Management November 2013 - April 2015
Lenox Wealth Management October 2006 - November 2013
Walt Disney World June 2005 - June 2006
Skills
Financial Analysis, Microsoft Excel, Accounting, Microsoft Office, Financial Reporting, Customer Service, Finance, Budgets, Microsoft Word, Process Improvement, Account Reconciliation
Education
Spring Hill College 2001 — 2005
Bachelor's Degree, Accounting and Business/Management
Mercy Health (formerly Catholic Health Partners) June 2015 - Present
Lenox Wealth Management November 2013 - April 2015
Lenox Wealth Management October 2006 - November 2013
Walt Disney World June 2005 - June 2006
Skills
Financial Analysis, Microsoft Excel, Accounting, Microsoft Office, Financial Reporting, Customer Service, Finance, Budgets, Microsoft Word, Process Improvement, Account Reconciliation
Education
Spring Hill College 2001 — 2005
Bachelor's Degree, Accounting and Business/Management
David Hare, CFP, CLU David Hare, CFP, CLU's Lenox Wealth Management Experience December 2006 - April 2008
Job Regional Director of Advice at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2008 - March 2009
Lenox Wealth Management December 2006 - April 2008
Fifth Third Securities October 2005 - January 2007
Huntington National Bank August 2004 - October 2005
Hare Financial Services April 1995 - August 2004
Skills
Series 63, CLU, Annuity, Health, Series 7, CRM, Fixed Annuities, Insurance, Leadership, Sales Operations
Education
The University of Findlay 1991 — 1993
BA, Marketing
Cincinnati College of Mortuary Science 1986 — 1987
AAAS, Mortuary Science
University of Dayton 1984 — 1986
Fostoria High School 1980 — 1984
Ameriprise Financial June 2008 - March 2009
Lenox Wealth Management December 2006 - April 2008
Fifth Third Securities October 2005 - January 2007
Huntington National Bank August 2004 - October 2005
Hare Financial Services April 1995 - August 2004
Skills
Series 63, CLU, Annuity, Health, Series 7, CRM, Fixed Annuities, Insurance, Leadership, Sales Operations
Education
The University of Findlay 1991 — 1993
BA, Marketing
Cincinnati College of Mortuary Science 1986 — 1987
AAAS, Mortuary Science
University of Dayton 1984 — 1986
Fostoria High School 1980 — 1984
Thomas M. Regan Thomas M. Regan's Lenox Wealth Management Experience 2004 - September 2014
Job Director, Wealth Management at Gryphon Financial Partners
Industry Financial Services
Experience
Gryphon Financial Partners September 2015 - Present
Lenox Wealth Management 2004 - September 2014
Education
University of Cincinnati College of Business 1995 — 1997
Finance/Accounting
Anderson High School 1991 — 1994
Gryphon Financial Partners September 2015 - Present
Lenox Wealth Management 2004 - September 2014
Education
University of Cincinnati College of Business 1995 — 1997
Finance/Accounting
Anderson High School 1991 — 1994
Ryan Gorman's Lenox Wealth Management Experience January 2010 - August 2012
Job Cash Application Specialist at GE
Industry Program Development
Experience
GE August 2015 - Present
USA Ultimate May 2013 - May 2015
Affordable Language Services September 2012 - February 2013
Lenox Wealth Management January 2010 - August 2012
University of Notre Dame August 2008 - May 2009
Early Childhood Development Center - Notre Dame August 2005 - May 2009
X1 Logistics May 2008 - August 2008
Skills
Project Management, Task Management, Event Planning, Event Management, Customer Service, Problem Solving, Analysis, Data Analysis, Microsoft Excel, Management, Software, Microsoft Word, Finance, Financial Analysis, Financial Modeling, Six Sigma
Education
University of Notre Dame 2005 — 2009
BA, Finance and Mathematics
Saint Xavier High School 2001 — 2005
GE August 2015 - Present
USA Ultimate May 2013 - May 2015
Affordable Language Services September 2012 - February 2013
Lenox Wealth Management January 2010 - August 2012
University of Notre Dame August 2008 - May 2009
Early Childhood Development Center - Notre Dame August 2005 - May 2009
X1 Logistics May 2008 - August 2008
Skills
Project Management, Task Management, Event Planning, Event Management, Customer Service, Problem Solving, Analysis, Data Analysis, Microsoft Excel, Management, Software, Microsoft Word, Finance, Financial Analysis, Financial Modeling, Six Sigma
Education
University of Notre Dame 2005 — 2009
BA, Finance and Mathematics
Saint Xavier High School 2001 — 2005
Robert Jung Robert Jung's Lenox Wealth Management Experience July 2005 - January 2010
Job Vice President, Wealth Management Advisor, The Private Client Reserve
Industry Financial Services
Experience
U.S. Bank January 2010 - Present
Lenox Wealth Management July 2005 - January 2010
Morgan Stanley Smith Barney 2002 - 2005
Klosterman Baking Company, Inc 1995 - 2001
David J Joseph Company 1992 - 1994
Velvasheen Manufacturing 1991 - 1991
USF&G 1988 - 1991
Burke Marketing Research 1979 - 1988
Arthur Andersen & Co. 1972 - 1979
Skills
Personal Financial...
Education
University of Cincinnati College of Business 1969 — 1972
U.S. Bank January 2010 - Present
Lenox Wealth Management July 2005 - January 2010
Morgan Stanley Smith Barney 2002 - 2005
Klosterman Baking Company, Inc 1995 - 2001
David J Joseph Company 1992 - 1994
Velvasheen Manufacturing 1991 - 1991
USF&G 1988 - 1991
Burke Marketing Research 1979 - 1988
Arthur Andersen & Co. 1972 - 1979
Skills
Personal Financial...
Education
University of Cincinnati College of Business 1969 — 1972
Jay Hummel's Lenox Wealth Management Experience February 2010 - December 2013
Job Senior Vice President, Advisory Services at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc August 2014 - Present
Lenox Wealth Management February 2010 - December 2013
Ward Group October 2006 - January 2010
Deloitte & Touche March 2001 - October 2006
Skills
CPA, Asset Management, Mergers & Acquisitions, Retirement Planning, Change Management, Executive Management, Financial Services
Education
University of Cincinnati College of Business 1998 — 2003
BBA and MS, Accounting
Envestnet, Inc August 2014 - Present
Lenox Wealth Management February 2010 - December 2013
Ward Group October 2006 - January 2010
Deloitte & Touche March 2001 - October 2006
Skills
CPA, Asset Management, Mergers & Acquisitions, Retirement Planning, Change Management, Executive Management, Financial Services
Education
University of Cincinnati College of Business 1998 — 2003
BBA and MS, Accounting
Matthew Hanks Matthew Hanks's Lenox Wealth Management Experience February 2009 - September 2011
Job Graphic Design
Industry Graphic Design
Experience
University of Cincinnati August 2013 - Present
Union Savings Bank December 2012 - Present
Lenox Wealth Management February 2009 - September 2011
William James Ltd January 2005 - December 2008
Lenox/Foundation Savings Bank January 2000 - January 2005
Skills
Customer Service, Finance, Photoshop, Illustrator, Microsoft Office, InDesign, Investments, Typography, Account Management, Wealth Management, Sales, Graphic Design, Entrepreneurship, Time Management, Proposal Writing, Process Improvement, Comping, Drawing, 3D Design, 2D Design, Design Research, Branding & Identity
Education
University of Cincinnati 2013 — 2015
Associate's degree, Applied Graphic Communication, Dean's List
Saint Xavier High School 1993 — 1997
Advanced Placement - Art Program
University of Cincinnati August 2013 - Present
Union Savings Bank December 2012 - Present
Lenox Wealth Management February 2009 - September 2011
William James Ltd January 2005 - December 2008
Lenox/Foundation Savings Bank January 2000 - January 2005
Skills
Customer Service, Finance, Photoshop, Illustrator, Microsoft Office, InDesign, Investments, Typography, Account Management, Wealth Management, Sales, Graphic Design, Entrepreneurship, Time Management, Proposal Writing, Process Improvement, Comping, Drawing, 3D Design, 2D Design, Design Research, Branding & Identity
Education
University of Cincinnati 2013 — 2015
Associate's degree, Applied Graphic Communication, Dean's List
Saint Xavier High School 1993 — 1997
Advanced Placement - Art Program
Monica Wenstrup, CFP®'s Lenox Wealth Management Experience January 2006 - October 2013
Job Financial Consulting
Industry Financial Services
Experience
Lenox Wealth Management January 2006 - October 2013
Great American Financial Resources July 2003 - January 2006
Skills
Strategic Planning, Insurance, Leadership, Sales, Finance, Management, Financial Analysis, Investments, Retirement Planning, Financial Planning
Education
Eastern Kentucky University 1988 — 1992
Bachelor of Science (B.S.), Major: Mathematics Minors: Business, Computer Science
Lenox Wealth Management January 2006 - October 2013
Great American Financial Resources July 2003 - January 2006
Skills
Strategic Planning, Insurance, Leadership, Sales, Finance, Management, Financial Analysis, Investments, Retirement Planning, Financial Planning
Education
Eastern Kentucky University 1988 — 1992
Bachelor of Science (B.S.), Major: Mathematics Minors: Business, Computer Science
Heather (Messink) Luecke's Lenox Wealth Management Experience March 2015 - Present
Job Accounting Manager at Lenox Wealth Management
Industry Investment Management
Experience
Lenox Wealth Management March 2015 - Present
Procter & Gamble June 1996 - October 2014
Skills
Forecasting, Operating Budgets, Accounting, Internal Controls, Financial Reporting, SAP Implementation, Corporate Tax, Variance Analysis, Financial Analysis, Financial Forecasting, SAP, Process Improvement
Education
Miami University 1992 — 1996
B.S. in Business Administration, Accounting
Lenox Wealth Management March 2015 - Present
Procter & Gamble June 1996 - October 2014
Skills
Forecasting, Operating Budgets, Accounting, Internal Controls, Financial Reporting, SAP Implementation, Corporate Tax, Variance Analysis, Financial Analysis, Financial Forecasting, SAP, Process Improvement
Education
Miami University 1992 — 1996
B.S. in Business Administration, Accounting
James P. Beckett, CFP, CIMA's Lenox Wealth Management Experience August 2004 - June 2006
Job Senior Investment Strategist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Bank July 2006 - Present
Lenox Wealth Management August 2004 - June 2006
UBS Financial Services July 1997 - August 2004
Merrill Lynch February 1991 - July 1997
Skills
Wealth Management, Asset Allocation, Portfolio Management, Series 63, Investments, Series 7, Alternative Investments, Investment Advisory, Investment Management, Wealth Management..., Mutual Funds, Fixed Income, Asset Management, Investment Strategies
Education
Investment Management Consultants Association 2004 — 2004
CIMA, Certified Investment Management Analyst
College for Financial Planning 2000 — 2000
CFP, Certified Financial Planner
Institute for Investment Management Consultants 1997 — 1997
CIMC, Certified Investment Management Consultant
Miami University 1985 — 1989
BA, Economics
Brunswick High School 1981 — 1985
College Prep
Wells Fargo Bank July 2006 - Present
Lenox Wealth Management August 2004 - June 2006
UBS Financial Services July 1997 - August 2004
Merrill Lynch February 1991 - July 1997
Skills
Wealth Management, Asset Allocation, Portfolio Management, Series 63, Investments, Series 7, Alternative Investments, Investment Advisory, Investment Management, Wealth Management..., Mutual Funds, Fixed Income, Asset Management, Investment Strategies
Education
Investment Management Consultants Association 2004 — 2004
CIMA, Certified Investment Management Analyst
College for Financial Planning 2000 — 2000
CFP, Certified Financial Planner
Institute for Investment Management Consultants 1997 — 1997
CIMC, Certified Investment Management Consultant
Miami University 1985 — 1989
BA, Economics
Brunswick High School 1981 — 1985
College Prep
Debbie Sporing's Lenox Wealth Management Experience September 2007 - Present
Job Executive Assistant/Receptionist at Lenox Wealth Management
Industry Financial Services
Experience
Lenox Wealth Management September 2007 - Present
Skills
Customer Service, Microsoft Office, Event Planning, Microsoft Excel, Microsoft Word, Finance, Insurance, Microsoft Outlook, Meeting Scheduling, Scheduling Management, Executive..., Telephone Reception, Receptionist Duties, Office Administration, Ordering Office Supplies, Multi-line Phone
Education
Miami University 1972 — 1976
Mathematics
Deer Park High School
Lenox Wealth Management September 2007 - Present
Skills
Customer Service, Microsoft Office, Event Planning, Microsoft Excel, Microsoft Word, Finance, Insurance, Microsoft Outlook, Meeting Scheduling, Scheduling Management, Executive..., Telephone Reception, Receptionist Duties, Office Administration, Ordering Office Supplies, Multi-line Phone
Education
Miami University 1972 — 1976
Mathematics
Deer Park High School
Glenn Stroud's Lenox Wealth Management Experience 2006 - 2007
Job Senior Vice President at BB&T
Industry Financial Services
Experience
BB&T 2008 - Present
SEI 2007 - 2008
Lenox Wealth Management 2006 - 2007
AXA Equitable 2000 - 2006
Various Financial Services Firms 1991 - 2000
Skills
Vendor Management, Wealth Management, Financial Planning, Strategic Planning, Risk Management, Customer Relations, Compliance, Operations Management, Process Improvement, Six Sigma, Strategic Financial..., Investments, Financial Analysis, Leadership, Credit Analysis, Investment Advisory, Financial Services, Series 7, Portfolio Management, Retirement Planning, Certified Financial..., Customer Service, Banking, Finance
Education
University of Kentucky
Bachelor of Science, Finance
BB&T 2008 - Present
SEI 2007 - 2008
Lenox Wealth Management 2006 - 2007
AXA Equitable 2000 - 2006
Various Financial Services Firms 1991 - 2000
Skills
Vendor Management, Wealth Management, Financial Planning, Strategic Planning, Risk Management, Customer Relations, Compliance, Operations Management, Process Improvement, Six Sigma, Strategic Financial..., Investments, Financial Analysis, Leadership, Credit Analysis, Investment Advisory, Financial Services, Series 7, Portfolio Management, Retirement Planning, Certified Financial..., Customer Service, Banking, Finance
Education
University of Kentucky
Bachelor of Science, Finance
Elizabeth Buhr's Lenox Wealth Management Experience February 2015 - Present
Job CSA at Lenox Wealth Management
Industry Financial Services
Experience
Lenox Wealth Management February 2015 - Present
U.S. Bank April 2013 - February 2015
Mary Kay March 2011 - February 2015
US Bank November 2011 - March 2013
Talbots March 2011 - November 2011
University of Cincinnati August 2009 - December 2010
Education
University of Cincinnati College of Business 2008 — 2011
Bachelor of Business Administration, Entrepreneurship
Lenox Wealth Management February 2015 - Present
U.S. Bank April 2013 - February 2015
Mary Kay March 2011 - February 2015
US Bank November 2011 - March 2013
Talbots March 2011 - November 2011
University of Cincinnati August 2009 - December 2010
Education
University of Cincinnati College of Business 2008 — 2011
Bachelor of Business Administration, Entrepreneurship
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY