William S. Sloneker CEO, Portfolio Manager Bill started his career with Ohio Casualty Insurance in 1976. Prior to CAM, he was a Director and Executive Vice President of Ohio Casualty Corp., responsible for actuarial analysis and for the investment by committee of over $2 billion in portfolios of common stocks and government, corporate and municipal [...]

Richard J. Gardner Portfolio Manager Rick began his career with Banc One Funds in 1993.  His career also includes portfolio management for The Federal Home Loan Bank and Huntington National Bank, where he managed several corporate and government bond mutual funds.  Prior to joining CAM, he was a Senior Portfolio Manager for the $1.2 billion [...]

Richard M. Balestra CFA | Portfolio Manager Rich began his career in 2000 with Cincinnati Financial Corporation. As a Portfolio Manager, he helped manage CFC’s multi-billion dollar portfolio. He has experience with numerous asset classes including common stocks, convertible securities, investment grade bonds and high yield bonds. Rich has earned the Chartered Financial Analyst designation. [...]

Joshua M. Adams CFA | PORTFOLIO MANAGER Josh began his career in 2004 with Cincinnati Financial Corporation where he was responsible for managing a portion of a multibillion-dollar bond portfolio. He has focused on fixed income for the majority of his career and has extensive experience in both investment grade and high yield corporate credit. [...]

Nicholas M. Collura CPA | CFO, COO, CHIEF COMPLIANCE OFFICER Nick's career began in 2002 with 9 years of meaningful public accounting experience, primarily with KPMG LLP. At CAM he leads the team responsible for financial management and reporting, the risk and control framework, and the middle and back office operations across the firm. He [...]

Randall Hale Portfolio Manager Randy started his career with Cincinnati Financial Corporation in 1984.  Prior to joining CAM, Randy managed the taxable fixed income portfolio at Cincinnati Financial, an S&P 500 insurance holding company. The $1 billion portfolio included a significant exposure to high yield securities. Responsibilities included investment strategy, research and trading. B.S. Finance, [...]

Nicole D. Trefzger Associate Client Consultant Nicole joined CAM in 2010 as an Operations Specialist and moved into the Associate Client Consultant role in 2019.  She draws on her various roles in the middle and back office to help her to provide an exceptional client experience. Nicole is responsible for maintaining and continuing to develop [...]

Sterling D. Sams Associate Client Consultant Sterling joined CAM in 2018 from MassMutual where he covered MassMutual’s top wealth producing firms and was responsible for the distribution of their proprietary advisory program, 3rd party advisory products, SMAs, and mutual funds.  Sterling began his investment career in 2012 with Vanguard, where he was a Trader for high [...]

Erin Daugherty, CFA Sr. Credit Analyst Erin began her finance career in 2005 with Moody’s Investors Service. Over the course of her career at Moody’s, and subsequently AllianceBernstein and Ohio National Financial Services, Erin gained experience across various segments of fixed income credit markets including municipal, private placement, and corporate bonds. She joined Cincinnati Asset Management [...]

Jason Esselen CFA | Sr. Credit Analyst Jason began his career in 2004 with PricewaterhouseCoopers. His experience with corporate bonds began in 2006, when he joined Merrill Lynch's investment grade debt capital markets group. Jason also worked on trading desks at Morgan Stanley and CRT Capital as a Fixed Income Sales Generalist, with focus on [...]

Michael P. Lynch Michael P. Lynch, CIMA® | Vice President – Client Consultant Mike began his career with PIMCO Funds in 2000 and subsequently held Regional Director and Vice President roles with Franklin Templeton Investments, Virtus Investment Partners, and Allianz Global Investors. He brings with him more than 18 years of industry experience, where he has [...]

Sheri Ross Director of Administration Sheri joined CAM in 1991. Since joining CAM Sheri has had a pivotal role in developing the administrative processes and procedures at our firm which includes the trade away processing with third party custodians for separately managed accounts. As Director of Administration Sheri is responsible for all personnel and processes [...]

MaryAnne Berger Administrative and Operations Supervisor MaryAnne began her career in 1984 with Investment Advisory Firm J.D. Reynolds Company where she served as Vice President of Operations.  She joined CAM in 1993 and currently serves as Administrative and Operations Supervisor.  B.A. Political Science Wittenberg University.

Tom Grelak CIPM | Manager, Performance & Compliance Tom began his career with the Chamber of Commerce and Industry in Katowice, Poland. He guided small and medium enterprises through external funding acquisitions processes and business development activities. After moving to Cincinnati, he joined ZF Group, where he was responsible for financial evaluations of future projects. [...]

Arthur J. Awe CAIA®, CIMA® | Vice President – Client Consultant Artie began his career with PIMCO Funds in 2000 where he was responsible for working with financial advisers in Southern California and Hawaii before being tasked with building an East Coast presence for the RIA community. He subsequently held Regional Vice President Roles at [...]