Team

Kevin P. Whelan, CFA

Principal & Portfolio
Manager

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Nathan A. Bishop, CFA

Principal & Portfolio
Manager

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Joseph P. Condren, CFA

Principal,
COO & CCO

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Nathan M. Bailey, CFA, CFP®

Principal & Portfolio
Manager

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Julie Kist, CFP®

Wealth Advisor

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Nate Monastra

Investment Analyst

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Nick Shamsi

Wealth Associate

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Beth Fritsch

Administrative Assistant

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Jakki L. Haussler, Esq., CPA

Founder & Chairman
of the Board

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Len A. Haussler, CFA, CPA

Founder & Chairman of
Advisory Board

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Kevin P. Whelan, CFA

Principal and Portfolio Manager
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Mr. Whelan is responsible for client service and portfolio management.

Mr. Whelan has more than 25 years of investment experience. Mr. Whelan is a member of the Tri-County Economic Development Foundation of Northern Kentucky, a member of the Business Support Committee of the St. Elizabeth Foundation, a Samaritan Society member, and was selected as a member of Leadership Cincinnati 2019 and the Leadership Northern Kentucky Class of 2015.

Mr. Whelan is a past President of the CFA Society of Cincinnati and is the Former Chair of the Xavier University Finance Board of Executive Advisors. Additionally, Mr. Whelan has been named an Executive Professor of Finance at Xavier University.

Mr. Whelan is a CFA Charterholder, member of the CFA Institute and the CFA Society of Cincinnati. He graduated with a finance degree and earned his MBA in Corporate Finance and Investments from the University of Kentucky.

Nathan A. Bishop, CFA

Principal and Portfolio Manager
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Mr. Bishop is responsible for lead oversight of the firm’s investment portfolios and client service. Mr. Bishop has more than 20 years of investment experience.

Prior to joining Opus, Mr. Bishop held the positions of Chief Investment Officer and Senior Portfolio Manager at Haberer Registered Investment Advisor, Inc. Previously, Mr. Bishop worked for U.S. Bank’s Private Client Group and Pro Sports Division, also as a Senior Portfolio Manager.

Mr. Bishop is a member of the CFA Institute and CFA Society of Cincinnati. He earned his BBA in Finance and his MBA from Morehead State University. Mr. Bishop is a past President of the CFA society of Cincinnati and currently serves as finance chair for the Morehead State University Foundation. Additionally, Mr. Bishop serves on the investment committee for Lighthouse Youth and Family Services and serves as an Advisory Board Member for FEG Private Opportunities Funds IV and V.

Joseph P. Condren, CFA

Principal, COO and CCO
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Mr. Condren implements the strategic initiatives of the firm and directs the firm’s day-to-day activities, including compliance, operations, and business management. With more than 20 years of investment experience, Mr. Condren is responsible for Opus’ regulatory compliance, including the firm’s compliance policies and procedures and Code of Ethics.

Mr. Condren is a member of the CFA Society of Cincinnati and a board member for the Council on Child Abuse (COCA). Mr. Condren earned his BS in Finance from DePaul University and his MBA in Finance from Xavier University.

Nathan M. Bailey, CFA, CFP®

Principal and Portfolio Manager
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Mr. Bailey is responsible for leading the financial planning team, client servicing, and supporting in investment research.

Mr. Bailey is a CFA Charterholder and currently serves on the board of, the CFA Society of Cincinnati. He is also a CFP® professional and serves on the board of the Financial Planning Association of Southwestern Ohio.

Mr. Bailey is a graduate of Xavier University and earned his Bachelor of Science in Business Administration with a focus in Finance. He stays actively involved with Xavier and previously served as a member of the Xavier University Williams College of Business Young Alumni Board.

Julie Kist, CFP®

Wealth Advisor
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Ms. Kist is responsible for developing financial plans and client servicing.

Ms. Kist has more than 20 years of industry experience. Prior to joining Opus, Ms. Kist worked as a Financial Planner for another local advisory firm. Previously, Ms. Kist spent much of her career at Fourth Street Performance Partners where she provided investment consulting services for institutional clients.

Ms. Kist is a CFP® professional and a member of the Financial Planning Association of Southwestern Ohio. She graduated from Xavier University with a Bachelor of Science in Business Administration, majoring in Finance. Ms. Kist currently serves on the Board of Trustees and Finance Committee for UpSpring, is a volunteer income tax preparer with the United Way of Cincinnati VITA program, and was a past advisory board member of PROVIDOM, Inc. Additionally, she was selected as a member of the Cincinnati USA Regional Chamber C-Change Class 15.

Nate Monastra

Investment Analyst
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Mr. Monastra is responsible for investment and economic research.

Nate earned his degree in Finance and his MBA from Xavier University. He was awarded the Presidential scholarship for his academic achievements. Mr. Monastra was also named the 2020 Rothwell Award Recipient at Xavier University. The Rothwell award is presented annually to one student for completing the Finance major with the highest distinction. Additionally, Nate was a three-year captain of the Xavier University baseball team.

Currently, he is working toward becoming a Chartered Financial Analyst®.

Nick Shamsi

Wealth Associate
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Mr. Shamsi joined the Opus team as a Wealth Associate in June 2022. He is responsible for procedural operations and client service. He graduated from Miami University Farmer School of Business with a Bachelor of Business Administration, majoring in Finance. While earning his degree, Mr. Shamsi worked as a wealth management intern and financial analyst intern in the Cincinnati area. As a native of Cincinnati, he also spends time volunteering as a grade school football coach.

Jakki L. Haussler, Esq., CPA

Founder and Chairman of the Board
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As Founder and Chairman of the Board, Ms. Haussler provides executive oversight and insight for the corporate strategy of the firm. Prior to co-founding Opus in 1996, she held positions as managing director of Capvest Ventures, partner at Adena Ventures Fund, managing director of an investment banking firm, partner of Blue Chip Venture Company and a position in the mergers and acquisitions/financial analysis division of Cincinnati Bell Inc.

Ms. Haussler serves on the Board of Directors/Trustees of the Morgan Stanley Funds, the Board of Directors of Cincinnati Bell Inc. (Chair, Governance Committee; Audit and Finance Committee; formerly, Compensation Committee); the Board of Directors of Service Corporation International (Audit and Investment Committee); the Board of Trustees of Northern Kentucky University Foundation (Investment Committee), the Board of Advisors of the Chase College of Law Transactional Law Practice Center and is a member of the Cincinnati Women’s Executive Forum. Additionally, from 2005 through August, 2008, Ms. Haussler served on the Board of the Victory Funds (Key Bank’s mutual fund complex) and its Investment Committee; during 2008, Ms. Haussler was Chairman of the Victory Funds Investment Committee.

Len A. Haussler, CFA, CPA

Founder and Chairman of the Board
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Mr. Haussler is the Advisory Board Chairman. With more than 36 years of experience, Mr. Haussler was the Assistant Treasurer and Director of Investments at Cincinnati Bell Inc., before co-founding Opus in 1996. While at Cincinnati Bell, he developed the investment policy for the Employees Benefit Funds and directed investments for more than $1 billion in assets.

Prior to Cincinnati Bell, Mr. Haussler worked as the Manager of Planning and Analysis for the Mead Corporation, taught at the University of Cincinnati and performed various accounting, audit and tax duties for Arthur Andersen LLP. Mr. Haussler is a member of the CFA Society of Cincinnati and holds the professional licenses of Certified Cash Manager (CCM) and is also an inactive CPA. He earned his BBA in Accounting and his MBA in Finance from the University of Cincinnati.