About Our Cleveland Office
Located in the award-winning DDR building in beautiful Beachwood, our Cleveland area office provides clients with a diverse, experienced team of investment managers, private bankers and fiduciary experts. Our business model emphasizes a high-touch approach where each client’s primary point-of-contact is his or her wealth manager.
Want to talk to someone from our Cleveland Office?
Get in touch and put our experienced Ohio-based team to work on your behalf.
Office Hours
Mon - Fri: 8:30 AM-5:00 PM ET
Contact
Office Phone: 216-455-5251
Local Leadership
Our Cleveland Team
Andrew Paterson
Regional President – Central Region
Ron Ambrogio
Regional President – Ohio
Garrett Alton
Managing Director
Ron Ulle
Senior Director
Karen Manning
Fiduciary Specialist
Bill McKinley
Regional Director – Private Banking
Contact Us
Want to know more?
Chat with someone from our Cleveland office
Send us an email and we’ll schedule a call that works for you.