TRUSTED
INVESTMENT
PARTNERS
Bahl & Gaynor’s competitive advantage is its people. We exercise significant care in selecting individuals to join our firm at every level. Our investment professionals are not only expected to become owners of the firm, they are entrusted with maintaining the integrity of our investment process. For these reasons we work diligently to identify professionals with skill to enhance our existing team, commitment to our investment philosophy and character that comports with our client-centric independent ownership model.
The breadth and depth of Bahl & Gaynor’s professional staff helps to ensure stability of process and ultimately client value. It is designed with redundancy and succession in mind.
William F. Bahl, CFA, CIC
Co-Founder, Chairman, Portfolio Manager & Principal
Co-Founded Bahl & Gaynor in 1990
Joined industry in 1974
Vere W. Gaynor
Co-Founder, President, Portfolio Manager & Principal
Co-Founded Bahl & Gaynor in 1990
Joined industry in 1972
Charles A. Pettengill, CFA, CIC, CPA
Portfolio Manager & Principal
Joined Bahl & Gaynor in 1997
Joined industry in 1991
Eleanor K. Moffat, CFA, CIC
Portfolio Manager & Principal
Joined Bahl & Gaynor in 1999
Joined industry in 1989
47
Employees
Scott D. Rodes, CFA, CIC
Portfolio Manager & Principal
Joined Bahl & Gaynor in 2001
Joined industry in 1986
Edward A. Woods, CFA, CIC
Portfolio Manager & Principal
Joined Bahl & Gaynor in 2004
Joined industry in 1990
John B. Schmitz, CFA, CIC
Portfolio Manager & Principal
Joined Bahl & Gaynor in 2005
Joined industry in 1985
22
Investment and Planning Professionals
Ellis D. Hummel, CFP®
Portfolio Manager & Principal
Joined Bahl & Gaynor in 2008
Joined industry in 1993
Nicholas W. Puncer, CFA, CFP®
Portfolio Manager & Principal
Joined Bahl & Gaynor in 2010
Joined industry in 2007
Stephanie S. Thomas, CFA
Portfolio Manager & Principal
Joined Bahl & Gaynor in 2012
Joined industry in 1990
Christopher M. Rowane, CFA, CIC
Portfolio Manager & Principal
Joined Bahl & Gaynor in 2014
Joined industry in 1983
James E. Russell, Jr., CFA, CIC
Portfolio Manager & Principal
Joined Bahl & Gaynor in 2014
Joined industry in 1988
Christopher J. Heekin, CFP®
Portfolio Manager & Principal
Joined Bahl & Gaynor in 2016
Joined industry in 1993
Samuel L. Koopman, CFP®
Portfolio Manager & Principal
Joined Bahl & Gaynor in 2015
Joined industry in 2008
Kevin T. Gade, CFA, CFP®
Portfolio Manager & Principal
Joined Bahl & Gaynor in 2016
Joined industry in 2011
S. Nick Brown, CFP®
Director of Financial Planning & Principal
Joined Bahl & Gaynor in 2017
Joined industry in 2005
Keith H. Rennekamp, CFA, CFP®
Portfolio Manager
Joined Bahl & Gaynor in 2018
Joined industry in 2003
hand selected team