How will we work together?

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Jamie Burchenal joined the team in 1997, having accumulated fifteen years prior corporate banking, international banking and investment industry experience at First Union Bank (Charlotte, NC and Hong Kong), Fifth Third Bank (Cincinnati) and Dean Witter. Today his focus is institutional fixed income investing and equity trading. After receiving his bachelor’s degree from Washington & Lee University, Jamie earned his MBA at the University of North Carolina at Chapel Hill. He is a founding member of the Newport Aquarium.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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

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Tad DeBord joined UBS in June of 2015. He is a graduate of DePauw University where he played soccer and baseball. His 13 years in the industry started at Vestor Capital as a Portfolio Manager (Chicago) and then as Vice President of Institutional Equity sales at Goldman Sachs (Chicago) during which he earned the Chartered Financial Analyst (CFA) designation. He currently holds FINRA series 7 and 66 licenses and is a member of the CFA Society of Cincinnati.

• 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, 2024The 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

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John Lawrence joined the team in the Spring of 2014 as a Registered Client Service Associate. A graduate of The University of Colorado - Boulder; he moved back to Cincinnati in 2012 and began working for UBS Financial Services shortly thereafter. He has both FINRA series 7 and 66 designations and became a Financial Advisor in February of 2016. John is currently a Senior Vice President - Wealth Management. He is on the Board of Director's for the Taft Museum of Art.

• 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, 2024The 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

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Samuel R. Burchenal has been a member of the team since 2017. His focus is equity research, and he works closely with high net worth clients on their Financial Plans. He currently holds FINRA series 7 and 66 licenses.

Sam is very active in giving back to the community through his service on non-profit boards

Xavier Jesuit Academy, 2022 - Present 

o Founding Board Member

o Finance Committee

Catholic Inner-city Schools Education (CISE) Foundation, 2019 - Present

o   Vice President

o   Board Member

Catholic Inner-city Schools Education (CISE), 2019 - Present

o   Co-Chair, 2020 Annual Campaign

o   Board Member

o   Finance Committee

The Children’s Home of Cincinnati, 2021 - Present

o Ambassador Board Member

Boys Hope Girls Hope, 2020 - Present 

o Young Professional Board Member

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

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Mark Clippinger joined UBS Financial Services, Inc. in 2011. He received a B.B.A. from Ohio University in 2011 and then spent time in New York City at a venture capital firm, Legion Enterprises. Mark specializes in institutional portfolio analysis, manager and equity portfolio research, and client communication. Mark has had active experience in the start-up space; having founded two separate entities, Breakleft and Start-Up Toolshop. He is also a member of the U.S.O. Committee in Cincinnati, Living Arrangements for the Developmentally Disabled, and ReelAbilities Film Festival.

• Ohio University, B.B.A.

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Kim Martin started with The LBD Team in Feb 2023 as Team Administrator, after being at Merrill Lynch/Bank of America for 25 years. Kim Supports our clients with operational and administrative support on a day-to-day basis. Kim also has FINRA series 7 and 66 licenses.

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Bill Baylor joined the team in 1997 after nine years with Fifth Third Investment Advisors. He is a registered Investment Associate with over twenty-two years of experience in the industry. He specializes in investment portfolio analysis, research and client communications.

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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.