Peace of Mind

As a Portfolio Manager, Kip has a local focus working primarily with high net worth individuals and families. In addition to managing client portfolios, 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.

Prior to joining Bahl & Gaynor in 2017, Kip’s work included positions Fifth Third Private Bank (Vice President and Private Bank Team Lead), Tri-State Superior Walls, LLC (President), Arthur Anderson Corporate Finance (Senior Associate) and Fifth Third Bank (Bank Associate and Credit Analyst).

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, 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).

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 Co-Founder of Bahl & Gaynor, Vere is responsible for many of the guiding principles still operative at the firm today including a singular commitment to dividend growth investing and employee ownership. In his Portfolio Manager role, Vere works primarily with high net worth clients along with select institutional relationships. Vere is a member of the Investment Committee.

Prior to forming Bahl & Gaynor in 1990, Vere’s work included positions at Scudder, Stevens & Clark (Managing Director) and U. S. Trust (Portfolio Manager).

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, 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 a Portfolio Manager, Andy works primarily with high net worth individuals and families. In addition to managing client portfolios, 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, estate planning and retirement planning.

Prior to joining Bahl & Gaynor, Andy’s experience included 20 years and various positions at Huntington Bank where he last served as Senior Vice President. Previously Andy worked at US Bank (Portfolio Manager), and Morgan Stanley Smith Barney (Financial Advisor).

As a Portfolio Manager, Maura works with select high net worth relationships.

Prior to joining Bahl & Gaynor, Maura’s work included various positions in private wealth management at both US Bank and Fifth Third Bank; Senior Vice President, Senior Portfolio Manager, specializing in complex family relationships. In addition to managing client portfolios, she has previous experience with assets under management, local endowments, foundations and not-for-profit entities.

As a Portfolio Manager, Sam has a local focus working primarily with high net worth individuals and families. In addition to managing client portfolios, 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.

Prior to his role as Portfolio Manager, Sam served as a Portfolio Analyst at Bahl & Gaynor after joining the firm full-time in 2015. Prior to his full-time positions at Bahl & Gaynor, Sam served in the United States Army as a commissioned officer achieving the rank of Captain. Sam worked as an intern with Bahl & Gaynor while pursuing his undergraduate degree.

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, 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, 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, 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 Wealth Advisor, Mike works on select private wealth relationships, assisting Portfolio Managers with general research, portfolio management and client service. In addition to managing client portfolios, he supports Bahl & Gaynor’s Financial Planning efforts including cash flow projections, generational wealth preservation and transfer, charitable intention and retirement strategies.

Prior to joining Bahl & Gaynor in 2022, Mike worked as a Manager in Advisory Sales at Nationwide Financial.