Gerald Q. Herbert, CPA
Treasurer and Director of Finance and Accounting
Joined the Firm in 2005. Education: B.S. in Business Administration, Xavier University, 1989; Certified Public Accountant, 1992, licensed by Ohio Board of Accountancy. Experience: Controller, General Factory Supplies Co., 1996-2005; Controller, Bob Sumerel Tire Co., 1996; Tax and Audit Supervisor, Mountjoy & Bressler, 1989-1995.
Thomas G. Knipper, CPA
Chief Compliance Officer
Joined the Firm in 1998. Education: B.S. in Business Administration summa cum laude, The University of Dayton, 1979; Certified Public Accountant, 1981; licensed by Ohio Board of Accountancy. Experience: Union Central Life Insurance Company, Assistant Controller, 1995-1998; Gateway Investment Advisers & The Gateway Trust, Chief Accounting Officer, 1993-1995; Deloitte & Touche, Senior Audit Manager, 1978-1992.
Babu V. Sonti
Director of Investment Technology
Joined the Firm in 1998. Education: Ph.D. in Mathematics, The Ohio State University, 1987; M.A. in Mathematics with concentration in Graph Theory and Combinatorics, University of Maine, 1982. Experience: Union Central Life Insurance Company, 1988-1998; Assistant Professor of Math/CS, College of Wooster, 1985-1987.
Tony L. Durante
Network Specialist
Joined the Firm in 2000. Education: Attended University of Cincinnati, 1991. Experience: Union Central Life Insurance Company, IS Service Center Specialist 1997-2000; IS Service Center Technician 1993-1997; Life Support Operator 1990-1993.
Stephanie R. Bernauer
Accounting and Financial Analyst
Joined the Firm in 2008. Education: B.S. in Business Administration in Finance, University of Dayton, 2007. Experience: Administrative Assistant, Xenia Power Equipment, 2006 - 2007.
Angela M. Ledbetter
Fund Administration and Compliance Analyst
Joined Summit Investment Partners in 2006. Education: Attended the University of Cincinnati. Experience: Western and Southern Financial Group, Account Administrator, 1999 - 2006; U.S. Bank, Trust Associate, 1999; Fifth Third Bank, Mutual Fund Representative, 1997 - 1999.
Cheryl A. Lunn
Receptionist
Joined the Firm in 2000. Education: Eastland Career Center, Secretarial Science, 1976. Experience: Miami University, Program Associate, 1996-1999.
|