Wealth Management Employee Directory

Wealth Management corporate office is located in 4420 Cooper Rd Ste 100, Cincinnati, Ohio, 45242, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Legal

Wealth Management CEO

Joshua ReidingerChief Executive Officer

Phone

See Profile

Key Employees of Wealth Management

CL
Clarissa Lichl...
Chief Financial Officer
PhoneEmail
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Wealth Management Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Wealth Management

Hundreds of professionals searching for Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

MD
Mark Dickey
Email Direct
Executive Vice President & Manager, Tax
United States , Ohio , Cincinnati

SC
Scot Cone
Email Direct
Executive Vice President
United States , Ohio , Cincinnati

WG
William Groth
Email Direct
Executive Vice President & Director, Estate Planning
United States , Ohio , Cincinnati

RE
Ron Evans
Email Direct
Executive Vice President & Director, Tax Services
United States , Ohio , Cincinnati

Joshua Reidinger
Email Direct
Chief Executive Officer
United States , Ohio , Cincinnati

TF
Thomas Finley
Email Direct
Vice President Director Of Operations
United States , Ohio , Cincinnati

CW
Cathy Waters
Email Direct
Vice President, Financial Advisor
United States , Ohio , Cincinnati

MS
Mindy Sander
Email Direct
Operations Specialist
United States , Ohio , Cincinnati

JB
Joseph Belew
Email Direct
Senior VP, Investments
United States , Ohio , Cincinnati

CF
Cindy Fields
Email Direct
Operations Specialist
United States , Ohio , Cincinnati

CL
Clarissa Lichliter
Email Direct
Chief Financial Officer
United States , Ohio , Cincinnati

Former Employees at Wealth Management

Explore people who held key positions, contributed to Wealth Management's success, and advanced their careers.

Matthew Tarka

Partner & Director, Po... at MAI Capital Management

Worked as Portfolio Investment Analyst

at Wealth Management (2020-2022)

Direct

Richard Roesch

Director, Research at Yellow Cardinal Adviso...

Worked as Chief Investment Officer

at Wealth Management (2022-2023)

Direct

Nick Mason

Senior Marketing Coord... at Perkins & Will

Worked as Graphic Designer & Marketing Strategist

at Wealth Management (2020-2021)

Direct

Mask Content

Manager, Tax at Waverly Advisors

Worked as Staff Tax Accountant

at Wealth Management (2019-2024)

Direct

Mask Content

Team Chief Operating O... at Rockefeller Capital Ma...

Worked as Client Service Associate

at Wealth Management (2021-2022)

Direct

Mask Content

Director of Equities at Yellow Cardinal Adviso...

Worked as Chief Investment Officer & Executive Vice Pres...

at Wealth Management (2019-2022)

Direct

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Frequently Asked Questions Regarding Wealth Management Employees

How many employees does Wealth Management have?

Wealth Management has 11-50 employees

Who is the CEO of Wealth Management?

Wealth Management’s CEO is Joshua Reidinger

Who is the CFO of Wealth Management?

Wealth Management’s CFO is Clarissa Lichliter

Who are Wealth Management key employees?

Some of Wealth Management key employees are Clarissa Lichliter

Where is Wealth Management located?

Wealth Management’s headquarters are located at 4420 Cooper Rd Ste 100, Cincinnati, Ohio, 45242, United States

How do I contact Wealth Management?

Wealth Management Contact Info: Phone number: (513) 791-9258 Website: www.9258wealth.com

What does Wealth Management do?

Today's world can be a chaotic place where it is easy to act on impulses, but the company will attempt to help keep you from making undisciplined choices. Click here to view a power point presentation about Disciplined Investing. Rebalance & Monitor: 1858 Wealth Management monitors the company's clients' portfolios and periodically rebalances each... Read More

Is Wealth Management a public company?

Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Wealth Management Employees