Partnering with Advisors &
Institutions

Bob is CEO of Bahl & Gaynor and serves as a portfolio manager and member of the Investment Committee covering the Real Estate sector. Bob joined Bahl & Gaynor in 2019 as a portfolio manager following a career spanning institutional public markets investing, private equity, and investment banking.

Bob was named CEO of the Firm in 2022.

Prior to joining Bahl & Gaynor, Bob’s work included positions at Franklin Templeton (San Mateo, CA), Industrial Growth Partners (San Francisco, CA), and Thomas Weisel Partners (New York, NY).

As a Portfolio Manager, Kevin works primarily with institutional clients along with select high net worth relationships. He travels regularly to support the firm’s national platform business.

Prior to his role as Portfolio Manager, Kevin served as a Portfolio Analyst at Bahl & Gaynor after joining the firm full-time in 2016. Prior to his full-time position at Bahl & Gaynor, he worked within Citi’s Markets and Securities Services group (Analyst). Kevin worked as a Co-Op with Bahl & Gaynor while pursuing his undergraduate degree.

As a Portfolio Manager, Stephanie works primarily with institutional clients along with select high net worth relationships. She also jointly manages support of Bahl & Gaynor’s national platform partnerships. Stephanie is a member of the Investment Committee covering the Real Estate sector.

Prior to joining Bahl & Gaynor in 2012, Stephanie’s work included various positions at Fifth Third Bank: Managing Director of Client Management, Fifth Third Asset Management; Senior Investment Advisor, Investment Advisors Division; Commercial Banker, Commercial Banking Team.

As a Portfolio Manager, Nick works primarily with institutional clients along with select high net worth relationships. He also jointly manages support of Bahl & Gaynor’s national platform partnerships. Nick is a member of the Investment Committee covering the Software and Services industries within the Information Technology sector.

Prior to his role as Portfolio Manager, Nick’s positions at Bahl & Gaynor included Research Analyst and Co-Op.

As a Portfolio Manager, Pete works primarily with institutional clients along with select high net worth relationships. Through his extensive prior institutional experience, Pete is responsible for a number of Bahl & Gaynor’s local foundation and endowment relationships. Pete is a member of the Investment Committee covering the Industrials sector.

In 2022, Pete was named Chief Investment Officer (CIO) to provide greater coordination of investment professional resources to support the firm’s various strategies, manage succession considerations, and develop team skill sets to achieve investment-related strategic imperatives.

Prior to joining Bahl & Gaynor in 2019, Pete was Director of Growth & Income strategies at ClearArc Capital, which included lead management responsibilities for the firm’s dividend growth products. Prior to ClearArc, Pete was a Portfolio Analyst at Pacific Investment Management Company (PIMCO). His experience also includes a role as National Default Manager at Quality Loan Service, Inc. in the mortgage servicing industry.

As a Portfolio Manager, Jeff works with high net worth clients and oversees customized fixed-income offerings for direct clients. Jeff is a member of the Investment Committee covering the Banking industry within the Financial sector.

Prior to joining Bahl & Gaynor in 2014, Jeff’s work included positions at Goldman Sachs (Managing Director and Head of High Yield Credit Trading), Bank of America (Vice President, High Yield Credit Trading Department), Lehman Brothers (Investment Grade Credit Trading and Debt Capital Markets Investment Banking).

As a Portfolio Manager, Ellis has a local focus working primarily with high net worth individuals and families. His expertise extends into Bahl & Gaynor’s financial planning efforts available to direct clients of the firm and includes cash flow planning, generational wealth preservation and transfer, and developing strategies for those in and working towards retirement. Ellis is a member of the Investment Committee covering the Transportation and Utilities sectors.

Prior to joining Bahl & Gaynor in 2008, Ellis’s work included positions at Haberer Registered Investment Advisors (Vice President and Portfolio Manager), Foster & Motley, Inc. (Portfolio Manager), Charles Schwab & Company, Inc. (Branch Manager), Fidelity Investments (Financial Representative) and Gradison McDonald & Company Securities (Mutual Fund Sales & Administrative Representative).

As a Portfolio Manager, Ellie has a local focus working primarily with high net worth individuals and families as well as select institutional clients. Extensive experience engaged with working professionals allows her to facilitate constructive conversations about future wealth planning and portfolio positioning. Ellie is a member of the Investment Committee covering part of the Consumer Discretionary sector.

Prior to joining Bahl & Gaynor in 1997, Ellie’s work included positions at Bartlett & Co. (Senior Portfolio Manager), First National Bank of Maryland (Vice President and Unit Head), and Mellon Bank (Divisional Representative).

As an Associate Portfolio Manager, Ian supports the Investment Committee through research coverage and strategy analysis. Additionally, he supports due diligence and client service efforts across Bahl & Gaynor’s national platform partnerships and select institutional relationships. Ian’s specific areas of research focus include Financials and Materials.

Prior to his role as Associate Portfolio Manager, Ian’s positions at Bahl & Gaynor included Portfolio Analyst and Intern.

As a Portfolio Manager, Chip has a local focus working primarily with high net worth individuals and families as well as select institutional clients. Significant prior experience allows him to work with many multi-generational clients that employ various legacy transition vehicles. Chip is a member of the Investment Committee covering the Industrials sector.

Prior to joining Bahl & Gaynor in 1997, Chip’s work included positions at Fifth Third Bank (Assistant Vice President and Portfolio Manager), Kendle Research Associates (Chief Financial Officer), and Deloitte & Touche (Capital Markets Division Manager).

As a Portfolio Manager, Scott works with both high net worth and institutional clients. He travels regularly to support the firm’s national platform business. Scott is a member of the Investment Committee covering the Hardware industry within the Information Technology sector and the Materials sector.

Prior to joining Bahl & Gaynor in 2001, Scott’s work included positions at Northern Trust (Vice President and Senior Portfolio Manager), Waddell & Reed (Research Analyst), and Fifth Third Bank (Assistant Vice President and Senior Portfolio Manager).

As a Portfolio Manager, Jim works primarily with institutional clients along with select high net worth relationships as well as regular travel supporting the firm’s national platform business. Jim is a member of the Investment Committee covering the Health Care sector.

Prior to joining Bahl & Gaynor in 2014, Jim’s work included positions at U. S. Bank (Senior Equity Strategist and Regional Investment Director of US Bank Wealth Management) and Fifth Third Bank (Managing Director and Vice President).

As a Portfolio Manager, John works with both high net worth and institutional clients nationwide. Through his extensive prior institutional experience, John is responsible for a number of Bahl & Gaynor’s local and nationwide foundation and endowment relationships. John is a member of the Investment Committee covering the Energy sector.

Prior to joining Bahl & Gaynor in 2005, John’s work included positions at Fifth Third Bank (Managing Director, Core Equity Strategies), Central Trust Company (Investment Analyst) and The Citizens and Southern National Bank (Commercial Loan Officer).

As a Portfolio Manager, Eric works with institutional clients and select high net worth relationships. Eric is a member of the Investment Committee covering the Consumer Staples sector.

Prior to joining Bahl & Gaynor in 2019, Eric was Vice President and Senior Portfolio Manager at Fifth Third’s Private Bank managing investment portfolios for high-net-worth individuals and families. Prior to Fifth Third, he was a Partner and Portfolio Manager at Renaissance Investment Management for 10 years with responsibilities that included portfolio management and equity research for the firm’s institutional clients. His professional experience also includes accounting and audit work for Fifth Third before he joined the Bank’s trust department in 2000 to perform investment research for income-oriented institutional and high-net-worth portfolios.

As a Portfolio Manager, Ed works with high net worth and institutional clients. Ed is a member of the Investment Committee covering the Non-Bank Financial industries within the Financial sector.

Prior to joining Bahl & Gaynor in 2004, Ed’s work included positions at Northern Trust (Vice President and Senior Investment Counselor), LaSalle Bank (Assistant Vice President and Portfolio Manager), Star Bank (Portfolio Manager) and Fifth Third Bank (Trust Officer and Portfolio Manager).

As an Associate Portfolio Manager, Eric supports the Investment Committee through research coverage and strategy analysis. Additionally, he supports due diligence and client service efforts across Bahl & Gaynor’s national platform partnerships and select institutional relationships. Eric’s specific areas of research focus include Industrials and Utilities.

Prior to his role as Associate Portfolio Manager, Eric’s positions at Bahl & Gaynor included Portfolio Analyst and Intern.