Experience

Mr. Dilbone joined Gradison in 1990 and UBS in 2007.  He has over 25 years of investment experience. He manages the portfolios of individual and institutional clients and oversees the quantitative equity investment process. Steve was a manager of the Victory Ohio Tax-Free Income, Victory Established Value and Victory Small Company Funds. He was appointed head of Gradison Asset Management in 1998. Prior to joining the firm, Steve was a Vice President at Merrill Lynch Capital Markets. He holds a BS in Finance from Miami University and an MBA in Finance from the University of Chicago.
Series 8,7,65,66

Mr. Reich served as a Portfolio Manager at Gradsion Asset Management in 2000 and joined UBS as a Portfolio Manager in 2007. In addition to managing client portfolios, he provides analytical support to accounts managed under the Core equity style, promoting a dynamic, rigorous and successful portfolio construction process. Gary has managed large, mid and small cap U.S. equities at Ohio Casualty Group, Sentinel Advisors and Fifth Third Bank. He began his professional career with the accounting firm KPMG Peat Marwick. Gary has a Bachelor of Science in Commerce from the University of Virginia
Licenses: 7

L H Tripp Rogers joined Gradison in 1983 and UBS in 2007. He has nearly 40 years of continuous investment experience and specializes in working with individuals either approaching retirement or living an employment free lifestyle. He holds a BA from Colby College in Waterville, Maine and a MBA in Taxation awarded by Xavier University. In addition to holding his Series 7, 63 and 65 licenses, Mr. Rogers maintains Life, Accident & Health Insurances licenses with multiple states.

Andrew joined UBS in 2022 where he quickly transitioned to the role of Financial Advisor. He specializes in implementing tailored investment solutions and developing client financial plans. Prior to joining the firm, Andrew was a Regional Vice President of Mutual Fund Sales at Touchstone Investments. He holds his series 7, 63 and 66 securities licenses as well as his Life, Accident and Health Insurances Licenses. Additionally, he has attained the Certified Investment Management Analyst (CIMA®) designation as well as the Certified Financial Planner (CFP®) designation. He completed his Bachelor of Science in Finance from Miami University.

Ms. Day joined Gradison in 1986. She provides client support to the Gradison team and is responsible for trading as well as other portfolio management operational duties. Ms. Day worked in the corporate accounting department where she was responsible for SEC and NYSE reporting as well as corporate accounting and internal audit duties. She formally began her professional career as a public accountant with a local CPA firm in Dayton, Ohio. She has Series 7 and 66 licenses and a B.S. in Accounting from Wright State University.