Since its inception, GCF has had the privilege of working with many professionals, including estate planners, financial advisors, insurance professionals and others, who connect their charitably-inclined clients with GCF’s resources. Our professional advisory community supports the Foundation through its participation on volunteer committees, as well as in their work with their clients on charitable gift planning. In any given year as much as two-thirds of GCF's new business comes through the referral of a trusted professional advisor.
In 2009, GCF created the Bridge Builder Award, to be given each year to a professional advisor who has been a supporter of the Foundation in multiple ways over many years.
2013 Bridge Builder AwardFTB Financial Services
2012 Bridge Builder Award
John Lame, Lenox Wealth Management
2011 Bridge Builder Award
2010 Bridge Builder Award
Christine A. Buttress, Graydon Head
2009 Bridge Builder Award
Bob Brant, Katz, Teller, Brant, & Hild
Paul Sittenfeld, Robert W. Baird & Co.
The Greater Cincinnati Foundation gratefully acknowledges the efforts of the following professional advisors who contribute to the good work of the Foundation by referring clients recently.
Scott Barbee, Truepoint Inc.
Joel Brant, Katz, Teller, Brant & Hild
Robert E. Brant, J.D., Katz, Teller, Brant & Hild
Jay Brinker, Law Office of Jay Brinker
Amy A. Commins, Evelo Group, Merrill Lynch
Jeffrey E. Daniher, CTFA, Ritter Daniher Financial Advisory, LLC
Kelley Downing, Bartlett & Co.
Alan Eichner, Eichner Investment Planning
David W. Ellis III, The Ellis Group, UBS Financial Services, Inc.
Sharon Elliston, Ziegler & Schneider, P.S.C.
David Felts, Lenox Wealth Management
Gary J. Forbeck, CFA, Oxford Financial Group, LTD
David A. Foster, Foster & Motley, Inc.
Tim Foster, The Foster Group, Merrill Lynch
Jenny Franta, Fifth Third Bank
Kathleen Galligan, VonLehman & Company, Inc.
Constance G. Haglage, CFP, FTB Financial Services, UBS Financial Services, Inc.
Daniel Hass, River Hills Group, Merrill Lynch
Jeremy Haydon, Frost Brown Todd LLC
Daniel J. Hoffheimer, Esq., Taft, Stettinius & Hollister, LLP, Legal Counsel
Casey Jones, RiverPoint Capital Management
Monica Klein, Lenox Wealth Management
Emerson T. Knowles, River Hills Group, Merrill Lynch
Jay Lange, Lange, Quill & Powers, P.L.C.
Tony Luckhardt, Foster & Motley, Inc.
Keith Lum, The Ellis Group, UBS Financial Services, Inc.
Crofford Macklin, Thompson Hine, LLP
William McCarthy, FTB Financial Services, UBS Financial Services, Inc.
William L. Montague, Esq., Frost Brown Todd LLC
Valerie Newell, RiverPoint Capital Management
David Nienaber, Foster & Motley, Inc
Richard O'Donnell, Lenox Wealth Management
Alexandra Ollinger, Truepoint Inc.
Mary Ann Pietromonaco, Morgan Stanley Smith Barney
Linda Pilon, Kamphaus Henning & Hood CPA
Thomas M. Regan, CFP, Lenox Wealth Management
Michael J. Riley, Esq., Law Office of Michael J. Riley
Mary Rust, Taft, Stettinius & Hollister, LLP
David Singer, Evelo Group, Merrill Lynch
Paul Sittenfeld, Robert W. Baird & Co., Inc.
Paul Staubach, Foster & Motley, Inc.
Robert F. Uhrig, Clark, Schaefer, Hackett & Co.
H. Patrick Weber, Barrett & Weber, LPA
John Whedon, FTB Financial Services, UBS Financial Services, Inc.
David Wilder, Financial Management Group, Inc.
Luke Wiley, UBS Financial Services, Inc.
Kelly L. Wittich, CFP, FTB Financial Services, UBS Financial Services Inc.
Mary Ann Wolfe, FTB Financial Services, USB Financial Services Inc.
Serves as a resource in designing, implementing, and evaluating GCF's strategy and tactics for outreach to local professional advisors.
Robert E. Brant, J.D.
Katz, Teller, Brant & Hild
Robert W. Buechner
Buechner, Haffer, Meyers & Koenig
Christine A. Buttress
Graydon, Head & Ritchey, LLP
John E. Christopher, Jr.
Dinsmore & Shohl, LLP
Cassady Schiller & Associates, Inc.
J. Michael Cooney
Dinsmore & Shohl, LLP
Jennifer E. Daniels
The Daniels Group/Merrill Lynch
David A. Foster
Foster & Motley, Inc.
William F. Lyon
The Lyon Group
William L. Montague
Greenebaum, Doll & McDonald, PLLC
T. Stephen Phillips
Porter Wright Morris & Arthur
Thomas M. Regan
Lenox Wealth Management
VonLehman & Company
H. Patrick Weber
Barrett & Weber, LPA