Who We Are

We are a service-driven family office advising a select number of affluent families. 

We comprehensively manage families financial interests.  

Our diverse team of experts go the extra mile and give our clients peace of mind.

Paul A. Bodnar

Director of Investments & Private Capital

Aileen P. Werklund

Senior Client Service Director

Neal B. Colby

Chief Financial Officer

& Chief Compliance Officer

Karen L. Greco

General Counsel

David C. Henkel

President - Sales & Marketing

Cynthia G. Koury

Chief Investment Officer

Douglas J. Smorag

Chief Operating Officer

James W. Wert

Chief Executive Officer & Managing Member

2000 Auburn Drive, Suite 400

Beachwood, Ohio 44122

☎ 216-831-9667