Mr. Brosz is a managing partner and portfolio manager for WaterStone Investment Counsel, LLC. He has been managing investment portfolios for investors since 1980. Mr. Brosz is a graduate of the University of Cincinnati with a degree in finance. He also earned his Juris Doctor degree from Taft Law School.
Don has held positions with major Wall Street firms prior to co-founding WaterStone Investment Counsel. He is a member of the CFA Institute and a member of the Cincinnati Society of Financial Analysts.
Email Don at firstname.lastname@example.org
Mr. Roberts is a managing partner and portfolio manager for WaterStone Investment Counsel, LLC. He is a graduate of the University of Cincinnati with a Bachelor's Degree in economics. He also is a graduate of Miami University with a Master's Degree in economics. Mr. Roberts was accepted into the Ph.D. Program at Purdue University, but instead chose to begin a career in investments. Mark has been providing investment management advice since 1982.
Prior to joining WaterStone he held positions with several Wall Street Firms. He is a member of IARFC and holds the Registered Financial Consultant designation.
Email Mark at email@example.com
Mr. Jacobs is an Associate Vice President of Investments for WaterStone Investment Counsel, LLC. Ben graduated Cum Laude with a Bachelor's of Business Administration degree from the University of Cincinnati, Carl H. Lindner College of Business. He also earned a Master's Degree in finance from the University of Cincinnati.
Prior to joining WaterStone Investment Counsel, Ben was employed by an independent investment advisory firm. Ben also served our country for nine years in the U.S. Army.
Email Ben at firstname.lastname@example.org
Ms. Sparer is an Administrative Assistant for WaterStone Investment Counsel, LLC. Christina graduated from the University of Cincinnati with a Bachelor’s Degree in Business Administration. Prior to joining WaterStone Investment Counsel, Christina worked as an Executive Assistant at a local credit union in Boulder, Colorado.
Mr. Spenlau is a partner at Plattenburg & Associates, Inc., a regional CPA firm with offices in Cincinnati and Dayton, Ohio. Gary's practice is concentrated in tax related matters for individuals, small businesses, trusts and estates. He has been in practice since 1979, and is a member of the AICPA, and both the Ohio and Kentucky Society of CPAs.
Gary is a strong proponent for tax planning and analysis of tax related transactions before they take place, and encourages year-end tax-planning in order to avoid "springtime surprises".
Mr. Wurster has been a practicing attorney in Cincinnati since 1974. He specializes in generational wealth transfer, including Will and Trust drafting, and in matters involving the probate administration of estates. He is a graduate of Franklin and Marshall College, A.B. 1971, and the University of Mississippi Law School, J.D. 1974. Walter has served both as a Judge and Magistrate in Hamilton County, Ohio, as well as a Chair of the Common Pleas Arbitration Panel. He is currently a member of the Ohio State and Cincinnati Bar Associations. His approach to formulating an estate plan for his client is to first and foremost listen to the client’s wishes; then go about analyzing the facts and circumstances unique to the client, working closely with the client in development of a specific plan best suited to match their expressed goals.