Professional Staff – Cincinnati Asset Management

13 Jan 2022

Nicole D. Trefzger | Associate Client Consultant

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 relationships in the financial community while working closely with our Client Consultants and Portfolio Managers to provide access and support for our clients. She has been diligent in her efforts to continue to expand her knowledge by earning her Claritas® Investment Certificate in 2016. Nicole obtained her Bachelor’s degree in Organizational Communication from the University of Cincinnati 2006.

30 Jul 2018

Sterling D. Sams | Associate Client Consultant

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, 3^rd party advisory products, SMAs, and mutual funds. Sterling began his investment career in 2012 with Vanguard, where he was a Trader for high net-worth clients. As an Associate Client Consultant, Sterling will be working closely with our Client Consultants and Client Portfolio Manager and will be responsible for advancing CAM’s market presence in addition to maintaining and developing business relationships with the financial community. Sterling obtained his Bachelor’s degree in Insurance and Risk Management & Entrepreneurial Management from the University of South Carolina, Columbia.

30 May 2016

Erin Daugherty, CFA | Sr. Credit Analyst

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 as a Senior Credit Analyst in 2019 covering both investment grade and high yield corporate credit. Erin earned the CFA designation in 2010. B.A. Economics, University of Kentucky 2002; MPA, Columbia University, 2004.

30 May 2016

Jason Esselen, CFA | Sr. Credit Analyst

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 investment grade and high yield corporate bonds. He joined Cincinnati Asset Management as a Credit Analyst in late 2012. He earned the CFA designation in 2014. B.S. Accounting, Lehigh University, 2004.

30 May 2016

Michael P. Lynch, CIMA | Vice President – Client Consultant

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 focused on aligning resources with his clients’ initiatives of practice management, wealth management, and discussion of the capital markets. Prior to joining CAM, Mike was a Senior Vice President with Amundi Pioneer Asset Management working in their Independent Advisor and RIA channels. He obtained his bachelor’s degree in Business Management from Lynn University in Boca Raton, FL and holds the Certified Investment Management Analyst® designation.

30 May 2016

Sheri Ross | Director of Administration

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 concerning new accounts, trading and reconciliation systems. In addition, Sheri also provides leadership on many special projects the firm undertakes.

30 May 2016

MaryAnne Berger | Administrative and Operations Supervisor

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.

30 May 2016

Tom Grelak | Manager, Performance & Compliance

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. He joined Cincinnati Asset Management in 2014. He assists in measuring and reporting performance, addressing SEC compliance-related issues and monitoring the Firm’s operating policies and procedures. Master of Economics (MSc), University of Economics in Katowice.

30 May 2016

Arthur J. Awe, CAIA®, CIMA® | Vice President – Client Consultant

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 John Hancock, Virtus Investment Partners, and Incapital before joining a consulting practice. At SiriusDecisions Artie worked with a number of Fortune 500 financial services companies helping them to align their sales and marketing functions and accelerate growth. Artie holds his BA in Business Administration / Marketing from Sacred Heart University, holds the Chartered Alternative Investment Analyst designation and is a member of the CAIA Association.