Hank Brightwell

SR. PORTFOLIO MANAGER

Hank is a Senior Portfolio Manager with 27 years of experience in the financial management business.

He takes a comprehensive approach to wealth management, beginning with in-depth planning that takes a broad view of his client’s financial picture. That includes trust and estate planning, and meeting with accountants, attorneys and insurance specialists to ensure that everyone involved in the clients’ financial lives are consistent with the plan.

Hank works with individuals, and families, as well as small-business owners to understand their financial personalities, risk tolerance, and long-term.

He is a graduate of the University of Wisconsin, a Chartered Wealth Advisor<sup>©</sup>, and has completed the Wharton School of Business Wealth Planning Essentials Program.

He is a former board member of the Camping and Education Foundation and remains involved with its development committee. He also volunteers for the Urban Wilderness Program.

Hank and his wife, Linda, have one grown daughter and live in the Eden Park neighborhood near downtown Cincinnati.

“We take a holistic approach to wealth management and it means managing the finances of your entire family situation, not just the stocks and bonds that make up their portfolio.”

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