The Truepath Team
Knowledgeable, Collaborative, and Caring
Wayne A. Lippert, Jr., MBA
Manager, Financial Advisory Services
Wayne joined the firm in 2006 from a real estate development company where he was responsible for identifying, researching and analyzing potential investment opportunities for the firm. Wayne entered the investment industry in 1998 with Rothschild Asset Management in London, England before becoming a Vice President in the institutional sales and trading division of SoundView Technology Group. Prior to entering the investment field, Wayne spent four years as a Legislative Assistant to then-U.S. Representative Rob Portman. Wayne earned a Bachelor's degree from Albion College and a Master of Business Administration degree in Finance from the Kogod School of Business at The American University in Washington D.C. Wayne currently serves on the Board of ArtWorks.
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Elizabeth B. Niehaus
Associate, Financial Advisory Services
Elizabeth Niehaus is a graduate of Miami University with a degree in Finance. She completed the Executive Certification in Financial Planning at Xavier University and passed the CFPTM examination. Before joining Truepath Financial in 2007, Liz worked for Johnson Mortgage Services as an account executive, where she was responsible for $34 million of annual commercial loan requests. Liz previously worked as a branch manager for US Bank, managing $10 million in assets. Liz has been active in the City of Montgomery's Park and Recreation Commission and volunteers her time at St. Xavier and St. Ursula Academy high schools.
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Sharon Arnold
Associate, Client Services
Sharon Arnold joined Truepoint Capital in 2008 as an Associate, Client Services. Prior to joining Truepoint, Sharon's 20 years of professional experience included six years within the financial industry. Sharon's role leverages her previous responsibilities in areas such as researching and resolving client issues, providing internal support and office management. Sharon's primary duties at Truepoint are focused on strengthening and maintaining client relationships through superior client service.
Truepoint Investment Counsel
Michael J. Chasnoff, CFP
President & CEO
Steven T. Condon, MBA, CFA
Director, Investment Advisory Services
Bradley A. Reed, MBA, CFA
Senior Manager, Investment Advisory Services
Scott M. Keller
Manager, Investment Advisory Services
Standing: Brad and Steve
Seated: Scott and Michael
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