Registered Investment Advisory firm located in Cincinnati with over $420M in assets under management providing exceptional financial expertise in the areas of investment management, financial, tax and estate planning to our valued clients.
Financial Planning Intern
“It is a small company so this role involved wearing many hats. I learned so much about so many different topics including social security optimization, investment management, tax planning, and financial planning. The work I did was equivalent to that of a full-time employee (i.e., attending client meetings, contacting clients directly for questions, scheduling meetings, and creating financial plans and recommendations for clients). ”
Private Wealth Manager
May 2018 - September 2018
“It was a very insightful and interesting internship”