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Wealth Management

Process
             
Financial Planning Is Embedded within All Areas of Our Process
  • Evaluate retirement planning scenarios in our proprietary, customized models.
  • Identify the lowest level of investment risk needed to maintain your standard of living.
  • Coordinate the flow of information between accountants, estate attorneys, and other specialists.


Wealth Management - Process

 


Opus Capital Management - Small Cap Value
         
MEET OUR TEAM

Nathan A. Bishop, CFA
  Nathan A. Bishop, CFA
Principal
and Portfolio Manager

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Debra Gordon
  Debra Gordon
Director - Marketing
and Client Relations

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Nathan M. Bailey, CFA - Associate Portfolio Manager
  Nathan M. Bailey, CFA
Associate Portfolio Manager

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David W. Wagner III
  David W. Wagner III
Research Analyst


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Adam T. Eagleston, CFA
  Adam T. Eagleston, CFA
Principal
and Portfolio Manager

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  Nathanael A. Stewart, CFA
Associate Portfolio Manager
and Research Analyst

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Kevin P. Whelan, CFA
  Kevin P. Whelan, CFA
Principal
and Portfolio Manager

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  Jakki L. Haussler, Esq., CPA
Founder and CEO

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Matt Mautino
  Matt Mautino
Operations Support

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B. Rapking - Operations Associate
  Brad J. Rapking
Equity Trader

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Len A. Haussler, CFA, CPA
  Len A. Haussler, CFA, CPA
Founder
and Portfolio Manager

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John A. Ferguson, CFA
  John A. Ferguson, CFA
Principal
and Portfolio Manager

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Joseph P. Condren, CFA
  Joseph P. Condren, CFA
Principal, COO and CCO

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Michael R. Knapke
  Michael R. Knapke
Manager - Marketing and 
Client Relations

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  CONTACT INFO

221 E. 4th Street, Suite 2700
Cincinnati, OH 45202
Office: (513) 621-6787
  CONNECT WITH US

        
         
Copyright © 2017. Opus Capital Management. All Rights Reserved