Guiding endowments and foundations forward

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As Institutional Consultants, we take the time to fully understand your organization, leadership, employees and culture. With our comprehensive platform of industry-leading corporate services and solutions, we provide a proven process that can help deliver a customized benefits plan. Talk to us about how our experience, resources and industry longevity can contribute to your company’s success today and in the future.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    William Leugers

    Senior Vice President–Investments

    Financial Advisor

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    • AL
    • AZ
    • CA
    • FL
    • GA
    • IL
    • IN
    • KY
    • LA
    • MI
    • MN
    • MT
    • NC
    • NH
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    More than 40 years of financial services experience.

    M.B.A., Xavier University, finance and B.A., Xavier accounting.

    Bill and his wife reside in Cincinnati and have been married for more than 40 years. They have four daughters, five granddaughters and two grandsons.

        312 Walnut Street
        Suite 3300
        Cincinnati, OH 45202
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        Donald Harden

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
        • AL
        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • ID
        • IL
        • IN
        • KY
        • LA
        • MA
        • MD
        • MI
        • MN
        • MT
        • NC
        • NE
        • NH
        • NJ
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI

        More than 30 years of financial services experience.

        He holds various industry designations, including CIMA, CLU, CHfC and CFP, he also holds a Master's in financial services from the American College in Bryn Mawr, PA.

        Outside of the office, Don is an avid bicyclist, including both mountain and road biking and enjoys golf and running. He has been married to his wife Mary Ann, for 29 years, and they have a married daughter, Jessica.

            • Certified Investment Management Analyst®
            • CERTIFIED FINANCIAL PLANNER™
            312 Walnut Street
            Suite 3300
            Cincinnati, OH 45202
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            James Leugers

            Senior Vice President–Wealth Management

            Financial Advisor

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            • AK
            • AL
            • AZ
            • CA
            • CO
            • CT
            • FL
            • GA
            • ID
            • IL
            • IN
            • KY
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • MT
            • NC
            • NE
            • NH
            • NJ
            • NY
            • OH
            • OK
            • OR
            • PA
            • SC
            • TN
            • TX
            • UT
            • VA
            • WA
            • WI

            Began his investment advisory career at FSC Securities Corporation in March of 1987; shortly thereafter he accepted a position at Gradison & Company. Jim remained with the firm through mergers with McDonald, KeyBank, and UBS.

            B.A., Xavier University, business management and finance.

            Jim lives in Cincinnati with his wife Kim. He has two sons and 3 grandsons.

                  312 Walnut Street
                  Suite 3300
                  Cincinnati, OH 45202
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                  Patty Walker

                  Senior Client Associate

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                  • AL
                  • AZ
                  • CA
                  • CO
                  • FL
                  • GA
                  • IL
                  • IN
                  • KY
                  • MI
                  • MT
                  • OH
                  • SC
                  • TN

                  She began her career in 1986 with Gradison & Company and has remained with the company through mergers with McDonald, KeyBank, and UBS.

                  B.A., University of Cincinnati, management and marketing

                  Patty lives in Cincinnati and has an adult son and granddaughter.

                        312 Walnut Street
                        Suite 3300
                        Cincinnati, OH 45202
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                        Diane Fehrenbach

                        Senior Client Associate

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                        • CA
                        • FL
                        • KY
                        • MI
                        • NC
                        • NH
                        • OH
                        • PA

                        She began her career in 1986 with Kidder, Peabody. Diane has worked with Bill Leugers for the past 20 years through mergers with McDonald, KeyBank, and UBS.

                        Diane and her husband reside in Ross Township, Ohio and have three adult children, a granddaughter and grandson.

                              312 Walnut Street
                              Suite 3300
                              Cincinnati, OH 45202

                            The Year Ahead - Sustainable Investing

                            Retirement planning

                            Retirement planning

                            Multigenerational planning

                            Multigenerational planning

                            Legacy—Wealth for others

                            For needs that go beyond your own—to help you improve the lives of others

                            What will your legacy be?
                            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                            Learn more at ubs.com/wealthway.

                            Backed by the strength of UBS

                            A global leader in wealth management

                            $2.8 trillion

                            In invested assets globally 
                            As of 06/30/2022

                            51 countries

                            Our global footprint

                            Global leader

                            UBS is a world-leading wealth manager

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