Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Brian Philip Shepardson | M | 51 |
James Investment Research, Inc.
 James Investment Research, Inc. Investment ManagersFinance James Investment Research, Inc. (James Investment) is an independent, SEC-registered investment advisor headquartered in Xenia, Ohio. Founded in 1972, JIR provides comprehensive wealth management services to individual and institutional clients. | 25 years |
| Brian Culpepper | M | 52 |
James Investment Research, Inc.
James Investment Research, Inc. Investment ManagersFinance James Investment Research, Inc. (James Investment) is an independent, SEC-registered investment advisor headquartered in Xenia, Ohio. Founded in 1972, JIR provides comprehensive wealth management services to individual and institutional clients. | 29 years |
| Tom Mangan | M | 75 |
James Investment Research, Inc.
James Investment Research, Inc. Investment ManagersFinance James Investment Research, Inc. (James Investment) is an independent, SEC-registered investment advisor headquartered in Xenia, Ohio. Founded in 1972, JIR provides comprehensive wealth management services to individual and institutional clients. | 30 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Lito P. Deogracias | M | - |
Tillar-Wenstrup Advisors LLC
 Tillar-Wenstrup Advisors LLC Investment ManagersFinance Tillar-Wenstrup Advisors LLC (dba TW Advisors) is an investment advisory firm headquartered in Centerville, Ohio. The firm was founded in 2001 and in 2023 they were acquired by Journey Advisory Group LLC, an indirect subsidiary of Allworth Financial Group LP. TW Advisors provides advisory services to individuals, high-net worth individuals, pension and profit-sharing plans (other than plan participants), charitable organizations, corporations, and other investment advisers. | - |
| Gregory T. George | M | - |
Xavier University
| 5 years |
| Patrick Rice | M | - |
Tillar-Wenstrup Advisors LLC
Tillar-Wenstrup Advisors LLC Investment ManagersFinance Tillar-Wenstrup Advisors LLC (dba TW Advisors) is an investment advisory firm headquartered in Centerville, Ohio. The firm was founded in 2001 and in 2023 they were acquired by Journey Advisory Group LLC, an indirect subsidiary of Allworth Financial Group LP. TW Advisors provides advisory services to individuals, high-net worth individuals, pension and profit-sharing plans (other than plan participants), charitable organizations, corporations, and other investment advisers. | 3 years |
| Jim Tillar | M | - |
Tillar-Wenstrup Advisors LLC
Tillar-Wenstrup Advisors LLC Investment ManagersFinance Tillar-Wenstrup Advisors LLC (dba TW Advisors) is an investment advisory firm headquartered in Centerville, Ohio. The firm was founded in 2001 and in 2023 they were acquired by Journey Advisory Group LLC, an indirect subsidiary of Allworth Financial Group LP. TW Advisors provides advisory services to individuals, high-net worth individuals, pension and profit-sharing plans (other than plan participants), charitable organizations, corporations, and other investment advisers. | 22 years |
| Dale E. Parker | M | 72 |
Xavier University
| 2 years |
| Christopher Brown | M | - |
Smith Barney Asset Management
| 1 years |
| Terrence Stecz | M | - |
Xavier University
| 4 years |
| Stuart D. Brown | M | - |
Smith Barney Asset Management
| 20 years |
| Robert A. Lodder | M | 65 |
Xavier University
| 4 years |
| Trevor L. Huffard | M | - |
Smith Barney Asset Management
| 15 years |
| Patrick J. O'Brien | M | - |
Xavier University
| 4 years |
| Daniel Wolterman | M | 67 |
Xavier University
| 1 years |
| Richard Schneider | M | 67 |
Xavier University
| 2 years |
| George Graham | M | - |
Smith Barney Asset Management
| 17 years |
| David A. Custer | M | - |
Xavier University
| 4 years |
| Lisa Wintersheimer Michel | F | - |
Xavier University
| 4 years |
| Kevin E. Cranley | M | - |
Xavier University
| 4 years |
| Guy S. Brossy | M | - |
Smith Barney Asset Management
| 14 years |
| John Thomas Preston | M | - |
Smith Barney Asset Management
| 5 years |
| Robert G. Sanker | M | - |
Xavier University
| 4 years |
| Michael S. Gough | M | - |
Smith Barney Asset Management
| 18 years |
| John Boehner | M | 73 |
Xavier University
| 4 years |
| E. Paul Hitter | M | - |
Xavier University
| 4 years |
| Satish Khatu | M | 72 |
Xavier University
| 2 years |
| Thomas D. Horninger | M | - |
Xavier University
| 4 years |
| Patty Kuhar | F | - |
Tillar-Wenstrup Advisors LLC
Tillar-Wenstrup Advisors LLC Investment ManagersFinance Tillar-Wenstrup Advisors LLC (dba TW Advisors) is an investment advisory firm headquartered in Centerville, Ohio. The firm was founded in 2001 and in 2023 they were acquired by Journey Advisory Group LLC, an indirect subsidiary of Allworth Financial Group LP. TW Advisors provides advisory services to individuals, high-net worth individuals, pension and profit-sharing plans (other than plan participants), charitable organizations, corporations, and other investment advisers. | 10 years |
| Larry Kloess | M | - |
Xavier University
| 2 years |
| William Heinzerling | M | - |
Smith Barney Asset Management
| 21 years |
| Art Chatfield | M | - |
Xavier University
| 2 years |
| Kevin Reilly Kane | M | - |
Xavier University
| 4 years |
| Jung W. Lee | M | - |
Smith Barney Asset Management
| 10 years |
| Roger Michael Lanham | M | - |
Xavier University
| 4 years |
| Gregg Jones | M | - |
Xavier University
| 4 years |
| Daniel Murphy | M | - |
Xavier University
| 4 years |
| Michael Anthony Morgia | M | - |
Smith Barney Asset Management
| - |
| Anne M. Buyniski | F | - |
Xavier University
| 4 years |
| Amy Broerman | F | - |
James Investment Research, Inc.
James Investment Research, Inc. Investment ManagersFinance James Investment Research, Inc. (James Investment) is an independent, SEC-registered investment advisor headquartered in Xenia, Ohio. Founded in 1972, JIR provides comprehensive wealth management services to individual and institutional clients. | - |
| Geoff Griffiths | M | - |
Xavier University
| 4 years |
| Michael W. Feldser | M | 73 |
Xavier University
| 2 years |
| Brian Francis Gilmartin | M | - |
Xavier University
| 3 years |
| Steven Guterman | M | - |
Smith Barney Asset Management
| 14 years |
| John Oscar Utendahl | M | - |
Smith Barney Asset Management
| 3 years |
| Ernest Cruikshank | M | - |
Smith Barney Asset Management
| 11 years |
| Jim Gibboney | M | - |
Xavier University
| 2 years |
| Thomas K. Brown | M | - |
Smith Barney Asset Management
| 5 years |
| Richard Lechleiter | M | 65 |
Xavier University
| 4 years |
| George G. Strietmann | M | 71 |
Xavier University
| 2 years |
| Joyce A. Capuano | F | - |
Smith Barney Asset Management
| - |
| Gregg Anthony Kidd | M | - |
Smith Barney Asset Management
| 8 years |
| Peter Henseler | M | 65 |
Xavier University
| 4 years |
| Jean-Pierre Conreur | M | 85 |
Smith Barney Asset Management
| 6 years |
| Dan W. Portanova | M | - |
Smith Barney Asset Management
| 9 years |
| Austin M. Beutner | M | 63 |
Smith Barney Asset Management
| 6 years |
| Jack Cunningham | M | - |
Smith Barney Asset Management
| 17 years |
| Howard A. Lipson | M | 57 |
Smith Barney Asset Management
| - |
| Richard Statuto | M | 67 |
Xavier University
| 2 years |
| David Gerard Brown | M | 67 |
Smith Barney Asset Management
| 8 years |
| Art Pappas | M | 76 |
Xavier University
| - |
| Anne Tatlock | F | 84 |
Smith Barney Asset Management
| 19 years |
| Earl Hesterberg | M | 70 |
Xavier University
| 2 years |
| Ellis B. Jones | M | 70 |
Smith Barney Asset Management
| 6 years |
| Chris J. Garcia | M | 62 |
Smith Barney Asset Management
| 7 years |
| Mark Patterson | M | 72 |
Smith Barney Asset Management
| 5 years |
| James R. Witte | M | - |
Xavier University
| 2 years |
| Paul Francis Gallagher | M | 74 |
Xavier University
| 2 years |
| Larry P. Morris | M | - |
Smith Barney Asset Management
| 10 years |
| Bill Schultheis | M | 64 |
Smith Barney Asset Management
| 13 years |
| Robert Joseph Rosing | M | 65 |
Xavier University
| 4 years |
| Doug Pyle | M | - |
Xavier University
| - |
| Roger A. Nye | M | - |
Smith Barney Asset Management
| 10 years |
| William M. Jose | M | - |
Smith Barney Asset Management
| 3 years |
| Michael Kevin O'Connor | M | - |
Xavier University
| 20 years |
| Charles D. Zender | M | - |
Smith Barney Asset Management
| 16 years |
| Timothy Michael Hyland | M | 70 |
Smith Barney Asset Management
| 2 years |
| Chip C. Perkins | M | - |
Smith Barney Asset Management
| 12 years |
| Peter Edward Grassi | M | - |
Smith Barney Asset Management
| 16 years |
| Bob T. Beach | M | - |
Smith Barney Asset Management
| 8 years |
| Mario P. Torsiello | M | 68 |
Smith Barney Asset Management
| 12 years |
| Kenneth S. Miller | M | 68 |
Xavier University
| 2 years |
| David Schachter | M | 70 |
Smith Barney Asset Management
| 10 years |
| Matthew Bloom | M | - |
Smith Barney Asset Management
| - |
| THOMAS BROWN C. | M | - |
Xavier University
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 85 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Steve Wenstrup
- Personal Network
