Greg has been a co-leader of the Private Client Group at Clearstead Advisors since the group was formed in 2010. His areas of expertise include wealth management counseling, estate and income tax planning, and constructing tailored asset allocation policy and strategies for affluent individuals and their families. He is also a member of the Management Committee and the Investment Research Committee.

Ronald has overall leadership responsibility for the region’s investment management, trust administration, business development and private banking businesses. He has more than 35 years of experience in the wealth management industry. Prior to joining the firm, he was with Key Bank National Association, where he was most recently the national sales manager for the firm’s wealth management division.

Gordon is a founding principal of Thorson • Baker + Associates, an engineering design firm. His creativity and diligence to help build a successful firm are characteristics of his drive and spirit. His attention to detail and hard work show in the quality assurance and work ethic of the firm. He has designed and supervised many complex successful projects throughout his career.

Cathy is president of JumpStart, where she works across all areas of the organization to help achieve the organization’s core mission. Alongside the CEO and other senior leaders, she helps to manage JumpStart’s relationships with collaborators, funders and other community partners. She previously served as JumpStart’s COO and chief relationship officer before becoming president. To JumpStart, she brought 20 years of experience in consumer and business marketing and business management.

Maria is founder and president of SPR Therapeutics Inc. Previously, she served as vice president of clinical affairs at NDI Medical LLC, where she played a vital role in the development of a neurostimulation system addressing urinary incontinence. The company was acquired by Medtronic in 2008 for $42 million. Prior to NDI, she was a clinical project manager at Boston Scientific, leading a team that conducted a clinical trial demonstrating safety and efficacy of an innovative angioplasty balloon, and achieving a 510(k) clearance.

Tony has led numerous companies including: CEO of Realty One, President of The Flood Company, COO of Vitamix and currently CEO of Step2 Discovery. He has broad experience building international brands and has executed 12 M & A transactions along the way. Step2 Discovery is PE-owned with three divisions: The Step2 Company, Backyard Discovery and Go Configure. The company employs over 1,500 people with products and services sold through a wide range of retailers and distributors throughout the U.S., Canada and more than 70 other countries.

Chris is a senior vice president and commercial banking team leader for First National Bank’s Cleveland Region. He is responsible for leading and managing a team of bankers, developing new business and managing account portfolios for companies in the middle-market located in Northeast Ohio. Prior to joining FNB, he was senior vice president and commercial middle market team manager for Fifth Third Bank.

Joe has been leading Universal Polymer & Rubber LTD (UPR) for 18 years and has over 40 years experience in the manufacturing of polymer components both in the medical and industrial markets. The UPR team, with the support of parent company Cypress, has completed five successful acquisitions over the past 10 years. Through organic growth and acquisitions, Joe has grown revenue by 2.5 times and EBITDA by 5 times which has positioned UPR a leader in the Polymer industry.

Dave has more than 25 years of investment banking and advisory experience providing merger, acquisition and capital raising services in the consumer products, specialty retailing, business/IT services, health care and technology sectors. Prior to co-founding Western Reserve, he was a managing director of KeyBanc Capital Markets and former manager of McDonald Investments’ Consumer investment banking.

As President and Chief Growth Officer of SEAM Group, formerly Predictive Service, Mr. Frankel is responsible for developing the company's overall business strategy and the development of strategic and business relationships. Mr. Frankel's 18 years of hands-on experience in the electrical and communication industries serve him well in his role as President and CEO of Predictive Service. Mr. Frankel has led Predictive Service to be one of the fastest growing companies in the country. Predictive Service was named to the Inc. 5000 for the last eight years in a row. Previously, Mr. Frankel was President of Encompass - Cleveland from 1999 through 2001. Prior to this, Mr. Frankel was President and CEO of El-O Electric Company and Executive Vice President of Pro Net Communications Company for 15 years. Don led the sale of both companies to Group Maintenance of America, a publicly traded company with $1.5 billion in annual sales.

Jim is a veteran banker who recently joined SunTrust as market president of Commercial Banking in Northern Ohio. His primary responsibility in this expansion market is to develop a team and establish new relationships in the middle-market segment. Prior to joining the company, Jim was a managing director and regional president for JPMorgan Chase Bank. A native of Northeast Ohio, Jim was with Key Bank for 20 years and served in a variety of leadership positions in commercial and business banking, as well as wealth management.

Sheldon is founder, chairman of the board and CEO of Spectrum Diversified Designs LLC, which manufactures home organization products for rooms in the home and garage. All products are the company’s exclusive proprietary designs. Spectrum has been issued more than 500 patents in United States and China, where products are manufactured.

Steve Hendricks is executive vice president, market president, for the Northeast Ohio region of S&T Bank. With over 30 years of experience in banking and finance, he played an integral role in the opening of the S&T loan production office (LPO) in Fairlawn in 2012 and the Independence LPO in 2018. He will continue to support the momentous growth into Northeast Ohio through the opening of the Cuyahoga Falls branch this year.

Ramzi serves as president and CEO of Shiloh Industries, a global innovative solutions provider focusing on lightweighting technologies that provide environmental and safety benefits to the mobility market. Since joining Shiloh in 2012, Ramzi has transformed the company from a regional automotive supplier into a $1.1 billion global company with a strategic focus on design, engineering and manufacturing. 

Jayne serves as co-chair of the Corporate Governance practice group and chair of the Private Equity practice group at Tucker Ellis and as vice chair of the American Bar Association’s Corporate Governance Committee. She is a trusted adviser to investors, boards, and management on corporate transactions, regulatory compliance and fiduciary duties. She counsels public and high-growth private companies, private equity funds and venture capital funds through all stages of their life cycles and has been a key adviser on domestic and cross border deals.

Dustin is an award-winning business journalist, bestselling author, and the publisher of Smart Business. Over the past 30 years, he has interviewed thousands of business and civic leaders, and helped more than 50 CEOs and entrepreneurs transform their ideas into books. A trained investigative politics reporter and former digital media entrepreneur, Dustin joined Smart Business in 1997 after serving as an editor at several daily newspapers.

John is a partner with Blue Point Capital Partners, a private equity firm that has raised $1.9 billion across four funds and is currently investing in a $730 million fund raised in 2018.  He has been with Blue Point for 20 years and previously spent time in strategy consulting with the Boston Consulting Group and investment banking with Salomon Brothers.

Brett is president and CEO of Everstream Solutions LLC, a super-regional network service provider. He has extensive experience in telecom, operations management and business development. In 2018, he facilitated the sale of Everstream to AMP Capital, a global investment manager. Previously, he tripled the company’s size through two acquisitions and oversaw a $100 million expansion of its legacy network.

Jamie joined Chemical Bank in May of 2013 and has successfully built, grown and managed the Northeast Ohio Region. Jamie is responsible for leadership, growth, strategic alignment and profitability of the bank and its businesses including commercial banking, treasury management, private banking/wealth management, mortgage banking and retail banking. Jamie’s 27 years of experience includes commercial banking, investment banking and consulting. In the financial services industry, Jamie successfully built, grew, led and managed six profitable businesses totaling growth of $2.6 billion in assets.

Anthony (Tony) is the Founder and Chairman of Signet LLC, a global investment firm. Tony has created collaborative partnerships for Signet, which now owns over 25 companies (10 of which have been startups) in the manufacturing, technology and service arenas; and has also developed over $5 billion in real estate projects (mainly in healthcare and institutional student housing).  

Vince has been a partner at Rockwood Equity since 2011, with a primary role of assisting CEOs of Rockwood’s portfolio companies as an active board member. He has also been interim CEO of AFC Industries, interim CEO and board member of AMACS and chairman of the board of Altimate Medical, all Rockwood portfolio companies.

Glenn is a managing director and founder of Candlewood Partners LLC, a boutique investment banking firm that empowers business leaders and financial sponsors by providing the resources and expertise they need to successfully navigate complex capital matters such as acquisitions, business restructurings and capital provider relationships. Prior to founding Candlewood, he was a managing director and principal of a middle-market investment banking firm with offices in Chicago and Cleveland. 

David has been president and CEO of Chemical Financial Corp. since June 26, 2017. Previously, he served as president, CEO and director of Talmer Bancorp Inc. and chairman of Talmer Bank and Trust, a subsidiary of Talmer Bancorp Inc. In 1989, he co-founded Bloomfield Hills Bancorp Inc., and its subsidiary, The Private Bank. He served for 13 years in various capacities with Manufacturers National Bank of Detroit and Comerica Bank.

Steven is a partner and CFO at Dealer Tire LLC. He is responsible for Dealer Tire’s finance and strategy functions, as well as its China operations. He has led several recapitalization events for Dealer Tire, including the sale of a significant interest to Bain Capital in 2018. Previously, he led financing projects in Australia, Canada and Brazil, and received an AFP Pinnacle Award in 2012.

Al has utilized his business and tax expertise to help clients find practical solutions to legal and business challenges. He advises clients through the entire business lifecycle, from early stage, entrepreneurial companies to high-growth private companies and publicly traded entities. He has facilitated the acquisition of businesses and operations and has shepherded companies through the complexities of a corporate reorganization.

Jeff coordinates the analysis of a target company’s exposure to risk in the areas of commercial insurance, employee benefits, retirement plans and life insurance strategies. The group delivers a comprehensive review and understanding of the entire risk profile of the target company; including the insured and uninsured exposures faced by an entity. The group also projects pro-forma costs for the target to allow for reliable financial modeling post close.

Greg helps clients achieve their business growth objectives through active development of their strategic plans, as well as implementation of mergers, acquisitions and dispositions. He also helps clients build and deploy creative business and personal tax planning, succession, estate planning and wealth accumulation strategies. Skoda Minotti has won the Inc. 5000 award 13 times, more than any other company.

Doug focuses his legal practice on the defense of employers in Occupational Safety and Health Administration compliance and workers' compensation claims. He has extensive experience representing employers before various Ohio commissions and in the courts of Ohio at the state and appellate levels. His clients span a number of industries and range in size from family-owned businesses to Fortune 500 companies.

As senior vice president and chief financial officer at STERIS PLC, Michael has primary responsibility for financial reporting, financial planning and analysis, investor relations, information technology, business development, strategic planning and other areas. Since joining the company in 2000, he has played a key role in significantly strengthening the company’s balance sheet and streamlined the financial reporting processes and procedures through increased automation and oversight. 

William Tyson is executive vice president and co-head of Fifth Third Capital Markets, focusing on driving the bank’s growth in strategic merger and acquisition advisory services. He has completed more than 125 capital financing and M&A advisory transactions. He joined Fifth Third in 2016 after 18 years with BB&T Capital Markets, including as senior managing director and co-head of Investment Banking. He also spent time at Scott & Stringfellow and as managing director at Wheat First Butcher Singer.

Pete focuses his practice on mergers and acquisitions, financing and securities matters. He has extensive experience advising public and private companies in all aspects of acquisition, divestment and strategic investment transactions. Deeply ingrained in his clients’ businesses, Pete efficiently represents the interests of his clients during these transactions. Pete’s financing experience includes advising clients on a variety of equity and debt financing transactions.

Ross has more than 20 years of public accounting experience, having spent most of those years in the transaction advisory service practice at a Big Four firm. Ross has participated in more than 300 transactions in a number of industries, including manufacturing and distribution, consumer products, professional services, aerospace, software and restaurants. He has experience with both corporate and private equity clients on acquisition and divestiture activity, including carve-out operations with both domestic and international clients. Ross’ focus is in due diligence, integration planning and implementation, synergy identification and capture, valuation, and divestiture planning with a concentration in financial due diligence.

Ed is an entrepreneur and founder of Blue Olive Partners, LLC, a business investment and operating partnership. He has been an owner, investor, and operator of multiple privately held businesses in a variety of industries over the past 30 years. Ed is CEO and Co-Owner of Great Day Improvements, the parent company of Patio Enclosures and Stanek Windows. The company employs over 350 people serving over 25 metropolitan markets throughout the Midwest and Northeast U.S. Since Ed acquired the business in 2014 it has doubled in size and is ranked as one of the Top 25 largest residential remodeling companies in the US.

Becky has worked closely with a variety of middle-market and public companies, assisting them in finding solutions to achieve their growth and liquidity goals. She started her career in the M&A Group at KeyBanc Capital Markets and joined Western Reserve Partners LLC, a boutique investment banking firm in Cleveland, in 2005. She has successfully closed more than 35 transactions, including mergers and acquisitions (sell-side and buy-side), capital raising, bankruptcies and fairness opinions. 

Elizabeth “Betsy” Ziegler is the first female CEO of 1871, now the No. 1 ranked university-affiliated tech incubator in the world.  Previously, she was chief innovation officer at the Kellogg School of Management, Northwestern University, responsible for portfolio innovation and integration of technology into the Kellogg educational experience. From 2011 to 2015, she served as associate dean of degree programs and dean of students. Ziegler holds an MBA from Harvard Business School.