Mr. Hummel is Vice President and Principal. He is responsible for portfolio management, investment research of the utilities and transportation sectors, wealth advisory, and client service. Mr. Hummel specializes in cash flow planning, generational wealth preservation for high net worth families, and developing strategies for those in and working towards retirement.
From 2000 to 2007, Mr. Hummel was a Vice President and Portfolio Manager for Haberer Registered Investment Advisors in Cincinnati, Ohio. At this fee-only investment management subsidiary of Huntington Bank, he worked with high net worth individuals on investment portfolios and planning needs.
From 1998 to 2000, Mr. Hummel was a portfolio manager for Foster & Motley, Inc. in Cincinnati, Ohio. His responsibilities there included developing and implementing investment strategies for high net worth individuals and those building wealth, the coordination of equity and fixed income trading, and sales/marketing.
Prior to this time period, Mr. Hummel worked on the brokerage side of the financial services industry, serving most recently during that time period as a branch manager for Charles Schwab & Company, Inc. in Cincinnati, Ohio. In addition, he also held positions at Fidelity Investments and Gradison McDonald & Company Securities. Mr. Hummel has over 24 years of investment experience.