How will we work together?

• CA
• CO
• CT
• FL
• GA
• IL
• KY
• LA
• MA
• MI
• MS
• MT
• NC
• NY
• OH
• OR
• PA
• SC
• SD
• TN
• TX
• VA
• WA
• WV

Growing Relationships Through Expertise and Commitment

With over three decades of experience in banking and wealth management, Jamie Burchenal brings deep expertise and a passion for helping clients navigate complex financial landscapes. Since joining the team in 1997, Jamie has dedicated himself to institutional fixed income investing and equity trading, providing trusted guidance to clients seeking long-term financial success.

His career began in corporate and international banking, with roles at First Union Bank in Charlotte and Hong Kong, Fifth Third Bank in Cincinnati, and Dean Witter. These experiences shaped his investment philosophy, blending global insights with a client-first approach.

Jamie holds a bachelor’s degree from Washington & Lee University and an MBA from the University of North Carolina at Chapel Hill. Beyond finance, he is a founding member of the Newport Aquarium, reflecting his passion for community involvement and conservation.

In his free time, Jamie enjoys staying active, traveling, and exploring new opportunities to support his clients and community. His dedication to building strong, long-term relationships makes him a valued partner in wealth management.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Washington & Lee University, Bachelor's Degree
• University of North Carolina at Chapel Hill, MBA

• CA
• CO
• DE
• FL
• GA
• IL
• IN
• KY
• MA
• MI
• MN
• MS
• MT
• NC
• NY
• OH
• OR
• PA
• TN
• TX
• VA
• WA

Delivering Expertise and Personalized Investment Strategies

With a strong foundation in portfolio management and institutional equity sales, Tad Debord brings over 13 years of experience in the financial industry, helping clients navigate complex markets with confidence. Since joining UBS in 2015, Tad has been committed to providing tailored investment strategies that align with his clients’ long-term financial goals.

A graduate of DePauw University, Tad balanced his academic pursuits with a passion for athletics, playing both soccer and baseball. His career began at Vestor Capital in Chicago as a Portfolio Manager, where he honed his skills in asset allocation and risk management. He later transitioned to Goldman Sachs as Vice President of Institutional Equity Sales, gaining invaluable experience in market dynamics and investment strategy.

Tad holds the prestigious Chartered Financial Analyst (CFA®) designation, demonstrating his deep expertise in investment analysis and portfolio management, and is an active member of the CFA Society of Cincinnati. In addition to his professional work, Tad serves as a Board Member for Best Point, supporting initiatives that help children and families thrive.

Outside of work, you can often find Tad on the sidelines, enthusiastically cheering on his kids in their sports. He also enjoys staying active, engaging in sports, and spending quality time with family and friends. His analytical mindset, combined with a client-focused approach, makes him a trusted partner in wealth management.

• Barron's Top 100 Institutional Consultants, 2021The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 
• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• DePauw University

• Chartered Financial Analyst®
• Senior Institutional Consultant, UBS Institutional Consulting Program

• CA
• CO
• DE
• FL
• GA
• IL
• KY
• MA
• MI
• MN
• MS
• MT
• NC
• NY
• OH
• OR
• TN
• TX
• VA
• WA

Building Meaningful Relationships Through Strategic Wealth Management

John Lawrence provides thoughtful financial guidance and tailored wealth management solutions. Since joining UBS in 2012, he has focused on helping clients navigate their financial journeys with confidence, ensuring their investment strategies align with their long-term goals.

A graduate of the University of Colorado – Boulder, John began his career in financial services as a Registered Client Service Associate before transitioning into a Financial Advisor role in 2016. With both FINRA Series 7 and 66 licenses, he brings a strong foundation in investment strategy and client service, offering personalized financial solutions to individuals and families.

Beyond his professional work, John is deeply committed to his community. He serves on the Board of Directors for the Taft Museum of Art, reflecting his passion for philanthropy and the arts.

In his free time, John enjoys exploring the Cincinnati area, engaging in outdoor activities, and spending quality time with family and friends. His dedication to client relationships and financial expertise makes him a trusted partner in wealth management.

• Forbes Best-in-State Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• University of Colorado - Boulder

• CA
• CO
• CT
• FL
• GA
• KY
• LA
• MA
• MD
• MI
• MS
• NC
• NY
• OH
• OR
• PA
• SD
• TX
• UT
• VA
• WA
• WV

Driving Informed Investment Decisions with a Commitment to Excellence

With a strong background in equity research and financial planning, Sam Burchenal has been a valued member of the team since 2017. He specializes in working with high-net-worth clients, providing strategic investment insights and personalized financial plans to help them achieve their long-term financial goals.

Beyond his work in wealth management, Sam is deeply committed to community service. He actively contributes his financial expertise and leadership skills to several nonprofit organizations, serving on multiple boards dedicated to education and youth development. His involvement includes:

• Xavier Jesuit Academy (2022 – Present)
  Founding Board Member, Finance Committee
• Catholic Inner-city Schools Education (CISE) Foundation (2019 – Present) – Vice President, Board Member, Finance Committee, and Co-Chair of the 2025 Annual Campaign
• Best Point, formally known as The Children’s Home of Cincinnati (2021 – Present) – Membership Chair
• Boys Hope Girls Hope (2020 – Present) – Young Professional Board Member
   

Sam’s dedication to both his clients and his community reflects his passion for making a lasting impact. Whether guiding families and business owners through complex financial decisions or giving back through nonprofit leadership, he is committed to building meaningful relationships that drive success.

• University of Cincinnati, B.B.A. Finance - Summa Cum Laude

• OH

Strategic Insights with a Heart for Service

With a deep understanding of institutional portfolio analysis and equity research, Mark Clippinger has been a valued member of UBS since 2011. His expertise lies in helping institutional clients navigate complex financial landscapes while fostering meaningful, long-term relationships. Mark’s dedication to client success is matched only by his kindness and unwavering commitment to making a positive impact.

A graduate of Ohio University with a B.B.A., Mark began his career in New York City at the venture capital firm Legion Enterprises, where he gained hands-on experience in portfolio management and client communication. His entrepreneurial spirit led him to found three start-up ventures, Breakleft Start-Up, Toolshop and The Game Haus, further strengthening his ability to advise clients on strategic growth and investment opportunities.

Beyond finance, Mark is known for his generosity and dedication to his community. He actively supports initiatives that improve lives, serving as a member of the U.S.O. Committee in Cincinnati, Living Arrangements for the Developmentally Disabled, the ReelAbilities Film Festival, and the Cincinnati Reds Community Fund.

Whether guiding institutional clients through investment decisions or giving back to those in need, Mark leads with integrity, expertise, and an open heart.

• Ohio University, B.B.A.

• CA
• CO
• CT
• FL
• GA
• IL
• IN
• KY
• MA
• MI
• MN
• MS
• NC
• NJ
• NY
• OH
• OR
• PA
• TN
• TX
• UT
• VA
• WA
• WV

The Backbone of Seamless Client Support

With over 25 years of experience in the financial industry, Kim Martin is the go-to person for ensuring smooth operations and exceptional client service. Since joining the team in 2023, she has been instrumental in providing operational and administrative support, ensuring clients and partners alike have everything they need to succeed.

Prior to UBS, Kim spent more than two decades at Merrill Lynch/Bank of America, where she honed her expertise in client service, operational efficiency, and financial administration. Holding FINRA Series 7 and 66 licenses, she brings a depth of industry knowledge that allows her to anticipate needs, solve problems, and keep everything running seamlessly.

Kim’s dedication goes beyond just keeping things organized-she is a trusted resource, a problem-solver, and the person everyone turns to when they need something done right. Her passion for client service and commitment to excellence make her an invaluable member of the team.

• KY
• OH

Colin Driscoll joined the team from Sena Weller Rohs Williams Investment Advisors Inc. in 1990. He is a registered Investment Associate focusing on investment portfolio analysis and research and has over twenty-five years of experience in the investment industry. His focus is investment portfolio analysis, research and client communications.

• AR
• AZ
• CA
• CO
• DE
• FL
• GA
• IA
• IL
• IN
• KS
• KY
• MA
• MD
• MI
• MN
• MO
• MS
• MT
• NC
• NY
• OH
• OR
• PA
• TN
• TX
• VA
• WA
• WI

A Passion for Financial Empowerment and Lifelong Learning

With a dynamic career spanning financial services and wealth management, Christina Tumbleson is dedicated to helping clients achieve financial confidence. She joined the team in 2025, bringing expertise in investment strategy, financial planning , and client service. 

Christina began her career as a Commercial Insurance Broker before transitioning to Charles Schwab, where she held various roles as an Investment Consultant, Active Trader for their 500 team, and Brokerage Manager. Her experience allows her to provide strategic financial solutions tailored to each client's goals.

A lifelong learner, she holds a B.S. from Dominican University of California and completed executive education programs at the University of Chicago Booth School of Business (CIMA® Certification Program) and the Texas McCombs School of Business (Data Science & Business Analytics with AI). She also earned a Certificate in Financial Planning from Belmont University. Christina is a Chartered Retirement Planning Counselor (CRPC®) and holds Series 7, 66, 9, and 10 licenses, as well as Life, Health, Long-Term Care, and Variable Annuity Insurance licenses. She is also an Ohio Notary Public.

Christina integrates Python programing into investment analysis, leveraging technology for portfolio management, risk assessment, and market research.

Beyond finance, she volunteers with H.O.P.E.-full Pastures, supporting initiatives that empower youth. In her free time, she enjoys training for the Cincinnati Flying Pig Marathon, traveling with family and friends, and hosting legendary game nights.

• Dominican University of California , BS, Psychology
• Texas McCombs School of Business, Data Science & Business Analytics
• University of Chicago Booth School of Business Executive Education, CIMA Certification Program
• Belmont University , Certificate in Financial Planning

• Chartered Retirement Planning Counselor