About Us
about usOur Culture
As a knowledge-based company, our team members and their intellectual capital are our most important asset. We have worked diligently to create a culture of excellence, where continual learning and improvement are the norm.
We cannot overstate the value of a long-term, loyal team when building relationships with people who trust us, in some cases, with everything they have earned.
We believe the stability provided through acquired knowledge and longstanding relationships is truly priceless and more than worth the resources we devote to building our team.
We strive to keep things simple when assessing team members, nurturing their development, and encouraging humility through six key principles:
Autonomy & Trust
We hire smart people with a strong work ethic, then provide direction and the freedom to get things done.
Collaboration & Teamwork
We believe that working together we can achieve more than any one of us can achieve on our own, and that success comes to our clients and our business when we are willing to help each other succeed.
Learning & Growth
We encourage team members to embrace individual learning and personal growth. Cumulative knowledge compounds, increasing our value to clients over time.
Building Relationships
We believe there is value in spending intentional time together as an organization.
Succession Planning
We intend for EBS to continue in perpetuity and are continually developing the next generation of leadership.
Staying Connected
We strive for each leader to have a quarterly conversation with their individual team members. Through these conversations, we gain insights into what is going well and where we need to improve.
Wealth management team
Neesha Crawford
Senior Associate, Wealth Management
B.S. Accounting and Business Administration - North Carolina Wesleyan College
Neesha is responsible for establishing client accounts as well as ongoing account administration, including tracking capital flows and quarterly report processing. She also serves as the primary client administrator for private investments. Prior to joining EBS in 2012, Neesha worked for two Fortune 500 companies in customer service.
Neesha enjoys traveling, hiking, and spending time with her husband, two teenage boys, and chocolate lab.
Matthew D. DiCicco, JD, CFP®, CDFA®
President
Principal
Member of Wealth Management Group
General Counsel
B.A. Psychology – Gannon University
Juris Doctorate – University of Dayton
Certified Divorce Financial Analyst (CDFA®)
Certified Financial Planner (CFP®)
Matt is a principal, serves on the executive leadership team, and leads the firm’s Wealth Management Group. As part of his commitment to continuous education and improvement, Matt has earned multiple certifications to better provide investment and wealth management guidance. Matt also applies his experience practicing law in the private sector to serve high net worth individuals and business owner clients. Utilizing a proactive approach, Matt helps clients prepare for the life issues that may impact their total wealth portfolio. Matt is actively involved in fund formation as well as managing legal risk within EBS’s private investments.
Matt is an experienced real estate investor with properties in Ohio and Florida. He has a passion for youth and veterans related charities and currently serves in leadership positions on the Boards of the American Veterans Heritage Center, South Community Behavioral Health, and the Big Brothers Big Sisters of the Greater Miami Valley Foundation. He enjoys spending time with family, running, boating, and most outdoor activities.
Cara M. Duff
Assistant Client Associate
Cara serves as the warm and welcoming first point of contact, on the phone and in the office. She manages daily front-office operations and supports the Wealth Management Group to help maintain an organized, efficient environment. Before joining EBS, she worked in real estate and office management, where she developed her passion for delivering exceptional service.
Outside of the office, she enjoys spending time with her husband, children, and two Bernedoodles. She also enjoys any opportunity to travel, especially to the beach.
Mary L. Hedrick, CFP®
Senior Vice President, Wealth Management
Member of Wealth Management Group
B.S. Financial Services – Wright State University
Certified Financial Planner (CFP®)
Mary has worked in the investment industry since 1989. She joined EBS in 2012 after working in banking as a trust officer and investment advisor. Today, Mary is responsible for developing and servicing the needs of individual clients. Mary strives to build client relationships that are team and education oriented, rather than transaction oriented. By engaging the client throughout the process, Mary builds trust while managing current needs and planning for the future.
Mary enjoys spending time with her husband, three stepsons and daughters in law, and seven grandchildren. She also enjoys travel, tennis, and the arts. Mary has a passion for supporting the community through service on local non-profit boards, serving as the Vice Chair of the Board of the Foodbank, Dayton and as a member of the Finance Committee for the Wright State Alumni Association.
Brandon M. Kinney, CFA®
Client Relations, Data Analyst
B.S. Finance – Wright State University
Chartered Financial Analyst (CFA®)
Brandon plays a key role in supporting our portfolio managers by translating complex financial data into clear, meaningful insights for our high-net-worth clients. He is actively involved in managing firm-wide projects, often concentrating on improving efficiency in existing and new systems. Brandon also focuses on developing customized financial models tailored to each client’s unique goals, building strong, trust-based relationships along the way.
Brandon is active in the community and serves on the operating board of Big Brothers Big Sisters of the Greater Miami Valley. Outside of work, he enjoys spending time with his wife, Alyssa, and their two dogs, Toby and Lilly. He is an avid reader, loves to exercise, and enjoys playing euchre with friends and family.
Dawn E. Kramer, CFP®, RICP®
Senior Vice President, Wealth Management
Principal
Member of Wealth Management Group
B.A. Psychology – Wright State University
Certified Financial Planner (CFP®)
Retirement Income Certified Professional (RICP®)
Dawn has worked in the investment industry since joining EBS in 2006. Today, Dawn is responsible for servicing the needs of individual clients and developing new client relationships. She also oversees the client-facing administrative responsibilities of our private investments as well as the dissemination of our quarterly report letters and client communications.
Dawn enjoys spending time with friends and family. She also enjoys traveling, time outdoors and putting in miles on the Miami Valley Bike Trails. Dawn gives back to the community through her service as a board member of the Downtown Tipp City Partnership, Chair of Tippecanoe and Christmas Too, member of Give Where You Live Miami County as well as other various volunteer organizations in the area.
Scott E. Lundy, CFP®
Chief Executive Officer
Principal
Member of Research Group
Member of Wealth Management Group
B.S. Accounting – Florida Gulf Coast University Certified Financial Planner (CFP®)
Since 2000, Scott has provided investment and wealth management guidance to individual and business owner clients. Scott joined the EBS team in 2003 after working for an investment firm in Florida. In addition to his service in the Research Group, Scott counsels high net worth clients and the next generation of their family regarding the preservation and growth of their overall portfolio, which many times includes a closely held family business. Scott also serves on the board of the firm’s mutual fund trust and a non-profit museum.
Outside of the office, Scott has an active family with his wife and two children. Scott is also an experienced pilot and avid outdoorsman.
Sara V. Mahoney
Senior Relationship Associate
B.S. Criminal Justice – University of Dayton
Sara leads associate staff within the Wealth Management Group, where she also cultivates client relationships, establishes new accounts, and provides ongoing client service. Before joining EBS in 2012, she spent 15 years in similar roles within the financial services industry.
Outside of work, Sara enjoys time with her husband, two children, and Bernedoodle. A passionate fan of the University of Dayton Flyers Basketball team, she was also a member of the university’s women’s golf team and continues to compete in the LPGA Amateur Golf Association.
David K. Ray
Wealth Management & Business Succession Coach
Member of Wealth Management Group
B.S. Accounting – Wright State University
M.B.A. – University of Dayton
With over forty years of corporate management experience, David has successfully held multiple positions with the C-Suite prior to joining EBS in 2003. David served as Chief Operating Officer for EBS until assuming his current position during the first quarter of 2022. As a member of the Wealth Management Group, David works closely with high net worth individuals and brings the ability to assist clients with the preservation and growth of a closely held family business. David also brings a unique talent through his study of behavioral assessment and talent optimization. Utilizing behavioral analysis, David helps business owners and clients define and develop an ideal definition for their personal, business and financial future.
David enjoys spending time with his wife Joellen, three daughters, and five grandchildren. He shares his passion for basketball as a middle and high school coach in Kettering City Schools. He also coordinates the annual Carl Ray Memorial Scholarship golf tournament that provides scholarships for NCR Country Club employees and Kettering Fairmont students. David is also active in the community through his support of non-profit organizations such as Matthew 25 Ministries, Christ Church and the Berry Family Foundation Board.
Egan C. Rosell, CFP®
Vice President, Wealth Management
Principal
Member of Wealth Management Group
B.S. Financial Services – Wright State University
Certified Financial Planner (CFP®)
Egan joined EBS in 2014 while a finance student at Wright State University. Since that time, Egan has held positions of increasing responsibility in his service to clients of the firm. His education and practical experience provide a strong foundation for his current role. As a Certified Financial Planner, Egan takes time to understand the overall financial picture, goals, and needs of his clients. Egan then provides guidance toward preservation and growth of the investment portfolio for his client and the next generation of his client’s family.
Outside of work, Egan spends time with his growing family, golfing, and motocross. The dedication and focus learned from racing competitive motocross for more than 15 years and attaining his private pilot’s license at the age of 17 are skills Egan continues to utilize today in his personal and professional endeavors.
Courtney E. Stephenson
Senior Associate, Wealth Management
B.S. Financial Services – Wright State University
Courtney is responsible for setting up new client accounts as well as ongoing account administration, including tracking capital flows and quarterly report processing. She also serves as a client administrator for private investments. She has a passion for helping others and enjoys learning new things. Prior to joining EBS in 2016, she worked as an office manager and accounting assistant at a local Human Resources firm.
When not working Courtney enjoys spending time with her husband David and their two young sons. She also enjoys watching sports, especially football.
Robert J. Suttman II, CFA®
Co-Founder
Principal
Member of Wealth Management Group
B.B.A. Finance – University of Notre Dame
Chartered Financial Analyst (CFA®)
Rob has provided investment and wealth management guidance to clients since 1983. Rob, Ron Eubel and Mark Brady formed EBS in 1993 after working together at a local Dayton firm. Rob stepped down as President of EBS in 2024 to more actively serve new and long tenured clients.
Rob is an active member of the community through previous or current board service with Wright State University Foundation, The Air Force Museum Foundation, Catholic Relief Services Foundation, Dental Care Plus, Alter High School, Moraine Country Club and by providing other needed support to several philanthropic organizations such as Young Life. Rob has a passion for his family and enjoys recreation on the golf course and at Norris Lake in Tennessee.
Halie B. Thompson
Wealth Management Assistant
B.A. English – Eastern Kentucky University
Halie supports members of the professional and administrative staff within the Wealth Management Group. She is responsible for performing supportive tasks and assisting with projects throughout the organization. Prior to joining EBS in 2019, Halie was an Assistant Manager at Walgreens.
Halie enjoys reading, hiking, biking, and spending time with her husband. When not working, Halie makes and sells pottery at Dayton area festivals.
Sophie R. Watts
Wealth Management Executive Assistant
Sophie plays a key role in providing comprehensive administrative support to the Wealth Management Group, which includes managing schedules, coordinating communications, and managing marketing materials and supplies. Additionally, she contributes to the firm’s marketing efforts through content creation and event support. Before joining EBS, Sophie gained valuable experience as a Venue Coordinator and salesperson at BLC Entertainment, and as an Event Coordinator and salesperson at CW Events in the Dayton Arcade.
In her free time, Sophie enjoys reading, hiking, and spending quality moments with her family. She also loves to travel whenever time permits.
Research Team
Mark E. Brady
Co-Chief Investment Officer | Director of Private Investments
Principal
Member of Research Group
B.S. Finance – Miami University
Mark has managed equity, fixed income, and private investments dating back to 1985. Mark, Ron Eubel and Rob Suttman formed EBS in 1993 after working together at a local Dayton firm. Today, Mark is a leader of the Research Group and is actively involved in the firm’s private investments.
Mark enjoys staying active through competitive sports, whether on the golf course or squash court. Mark has also been a pilot for many years and shares his experience with clients who have an interest in aviation.
Lori L. Brown
Executive Assistant
A.A.S. Interior Design – Sinclair College
Lori provides administrative support to the Research Group. Prior to joining EBS in 2016, Lori was an interior design consultant for a local firm. Lori loves spending time with her husband, two children and two grandchildren. She enjoys hiking, concerts and gardening.
Paul D. Crichton
Senior Securities Analyst | Director of Trading
Principal
Member of Research Group
B.S. Finance – Wright State University
Paul has worked in the investment industry since 1989 and joined EBS in 1993 when Ron Eubel, Mark Brady, and Rob Suttman founded the firm. Today, Paul is primarily engaged in the Research Group vetting potential equity and fixed income security candidates and analyzing current portfolio holdings. Paul is also actively involved in overseeing the trading and operations department.
Paul enjoys spending time with his family and outdoors. Upland hunting with his dog, sporting clay shooting, and fly-fishing are among his many interests.
Ronald L. Eubel
Co-Chief Investment Officer | Director of Public Securities
Principal
Member of Research Group
B.S. Accounting & Finance – Miami University
Since 1982, Ron has managed equity, fixed income, and private investments. Ron, Mark Brady and Rob Suttman formed EBS in 1993 after working together at a local Dayton firm. Today, Ron is a leader of the Research Group and is actively involved in the firm’s separately managed accounts and private investments.
Ron is an avid reader and scholar. Business analysis and management, risk management, behavioral sciences, and farming are among his many areas of interest. Ron is a competitive athlete and enjoys golf, tennis, pickleball, and squash. Ron and his wife are active members of the community through their service to various not for profit organizations, including his participation in the Young Life organization. Ron also enjoys gardening, fly fishing, and spending time with his wife and two children.
Bethany M. Fox
Director of Operations
B.S. Accounting – Wright State University
M.B.A. – Wright State University
Bethany is responsible for operations, including the accuracy of our portfolio accounting and trading systems. Additionally, Bethany contributes to the trading department by implementing Research Group driven investment decisions throughout client portfolios. Prior to joining EBS in 2018, she worked as an auditor for the Ohio State Auditor’s office.
Bethany enjoys reading and hiking with her husband and two boys.
Aaron Hillman
Senior Securities Analyst
B.A. Zoology – Miami University
M.B.A. – University of Chicago Booth School of Business
Aaron assists the Research Group with equity and fixed income research. Aaron joined EBS part-time in 2002, full-time in 2004, and transitioned back to part-time in 2019. He has more than 19 years of industry experience. Prior to joining EBS, Aaron was in the Private Client Services group at Bank of America Securities and worked in business development for a start-up company in Southern California.
Suhas Chandravadi Jayadeva
Securities Analyst
B.E. Computer Science – Visvesvaraya Technological University
Specialized Master in Finance – The Ohio State University
CJ supports the Research Group, focusing on public equities. His role involves evaluating potential investments and monitoring current portfolio holdings. He earned a Master’s degree in Finance from The Ohio State University in 2024 and joined EBS shortly thereafter. Before moving to the U.S. from India, CJ worked as a software engineer for four years.
In his free time, CJ enjoys reading and watching movies, with a particular interest in philosophical writers and investment managers. (Interestingly, great managers tend to be philosophical as well!)
Kenneth E. Leist
Senior Securities Analyst
Principal
Member of Research Group
B.A. Economics – Wright State University
Ken has worked in the investment industry since 1987 and joined EBS in 1993 when Ron Eubel, Mark Brady, and Rob Suttman founded the firm. Today, Ken is actively involved in equity and fixed income research.
Ken enjoys spending time with family and friends and is an avid golfer.
Scott E. Lundy, CFP®
Chief Executive Officer
Principal
Member of Research Group
Member of Wealth Management Group
B.S. Accounting – Florida Gulf Coast University Certified Financial Planner (CFP®)
Since 2000, Scott has provided investment and wealth management guidance to individual and business owner clients. Scott joined the EBS team in 2003 after working for an investment firm in Florida. In addition to his service in the Research Group, Scott counsels high net worth clients and the next generation of their family regarding the preservation and growth of their overall portfolio, which many times includes a closely held family business. Scott also serves on the board of the firm’s mutual fund trust and a non-profit museum.
Outside of the office, Scott has an active family with his wife and two children. Scott is also an experienced pilot and avid outdoorsman.
Chase C. Marshall
Private Fund Associate
B.S. Finance - The Ohio State University
Chase joined EBS in 2023 as an intern while studying finance at The Ohio State University. He supports the Private Investment team through research and analysis of existing and potential investments, and interacting with current and prospective investors.
Outside of work, Chase enjoys spending time with family and friends. He loves to stay active through exercise and maintains his competitive spirit on the golf course. When not on-the-go, Chase is a passionate supporter of his beloved Ohio State Buckeyes and Cincinnati Bengals.
Lindsey E. Murray
Private Fund Accountant
B.S. Accounting – Xavier University
Lindsey performs accounting and operational functions for Private Fund accounting. Prior to joining EBS in 2021, she worked as a financial analyst for a local hospital group.
While in college, Lindsey was a four-year member of the Xavier women’s golf team. She continues competing as a member of the LPGA Amateur Golf Association, while also volunteer coaching for Tippecanoe High School’s women’s golf program. Lindsey has two cats and enjoys trying new recipes.
Chase M. Oakley, CFA®
Senior Securities Analyst
Principal
Member of Research Group
B.S. Finance – The Ohio State University
M.B.A. – Wright State University
Chartered Financial Analyst (CFA®)
As a member of the Research Group, Chase is dedicated to equity and fixed income research. This involves evaluating potential security candidates and analyzing current portfolio holdings. Prior to joining EBS in 2013, he worked as a portfolio accountant for a hedge fund service firm.
Chase enjoys watching Ohio State football, playing golf and spending time with his family.
Sydney Shanks
Senior Trading and Operations Associate
Sydney performs daily account maintenance and reconciliation for our portfolio accounting and trading systems. Prior to joining EBS in 2022, she worked as an Assistant Branch Manager for a local bank.
When not working, Sydney enjoys traveling, taking on new home projects, and spending time with her boyfriend and dog.
Keri K. Watson
Executive Assistant
Keri joined EBS in September 2025 as an Executive Assistant to the CEO, and supporting the Wealth Management and Research Groups. Keri’s responsibilities include managing schedules, travel logistics/coordination, and event planning. Before joining EBS, Keri spent eight years at a real estate investment firm as a Partner of the firm and the Director of Events and Special Projects.
In her spare time, Keri enjoys spending time with her husband cheering on their four children in their extracurricular activities, playing euchre with family, and sand volleyball with friends.
Corporate Team
Brian D. Brumley
Senior Systems Administrator
Brian is primarily responsible for managing our network, systems infrastructure and security. He also plays a critical role in maintaining the firm’s disaster recovery and business continuity programs. Brian brings more than 20 years of experience in the information technology field to his role. Prior to joining EBS in 2006, he worked as a Senior Network Engineer for a large Midwest ISP, a Systems Analyst for Unisys Corporation, and a corporate trainer for EG&G Mound Applied Technologies in Miamisburg, Ohio.
Jennifer M. Emmer-Lovell
Senior Accountant
B.S. Accounting – College of Mount St. Joseph
M.B.A.Marketing – South University
Jennifer is responsible for performing general accounting functions for EBS, certain EBS private fund investments, and aviation accounting. Prior to joining the firm in 2016, she worked as an Account Receivables Analyst at LexisNexis for 10 years.
Jennifer is married with two children and enjoys spending time with family, camping and going on UTV/ATV trips.
Terri L. Hatmaker
Billing Coordinator
Terri joined the EBS team in 2004 and has over thirty years of accounting experience. Terri oversees quarterly invoicing, advisory fee collections, and accounts payable. She also contributes to benefits administration for EBS employees.
Outside of the office, Terri enjoys time with her family and watching her son play basketball.
Terri L. King, IACCP®
Chief Compliance Officer
A.A.S. Legal Assisting – Sinclair College
Investment Advisor Certified Compliance Professional (IACCP®)
Terri is responsible for administering the firm's compliance program and also serves as the Chief Compliance Officer for the Eubel Brady & Suttman Mutual Fund Trust. She has served in the financial services industry since 1993. Prior to joining EBS in 2003, Terri served in a compliance role at the branch level of a national brokerage firm.
She enjoys spending time with family and friends, in addition to relaxing near water, listening to live music, and reading.
Robert A. Pace
Director, Information Technology
Rob is responsible for the company's planning, implementation and use of technology. With many years of experience, he is also the lead developer for internal software applications. Prior to joining EBS in 2000, Rob served for 10 years in the U.S. Air Force and as a product developer for a Medical Software company based in Arkansas.
Michael D. Richley
Senior Application Developer
B.S. Telecommunications – Indiana University
Mike is responsible for web and desktop application development and user interface design. He develops and supports applications for clients, EBS employees, the public website, and the corporate Intranet. Mike has many years of experience in his field and joined the firm in 2005. Prior to joining EBS, Mike was the primary developer for the corporate intranet and public website for a large automotive dealership software company. His prior accomplishments also included creating one of the first web-based content management systems for school districts while at a local technology company.
Kimberly A. Riley, CPA
Chief Financial Officer & Treasurer
B.S. Accounting – University of Dayton
Certified Public Accountant
Kim is responsible for the company's controls, financial statement reporting, audits, tax returns, and benefits administration. She started her career in public accounting and has more than 30 years of experience in financial management with Lexis Nexis where she was Vice President and Controller.
Kim enjoys spending time with her family and is married with two children and three grandchildren. An avid walker, Kim enjoys getting as many steps as she can in a day. Kim also enjoys working in the yard and finds cutting the grass very relaxing.
Dawn Warrick
Chief Operating Officer
Principal
B.A. Business Administration – McGregor School of Antioch University
Dawn is responsible for the day-to-day business operations of EBS as well as the continual development of the firm’s culture and its team members. She is also responsible for overseeing human resources. Dawn continually works to further develop the EBS team’s ability to add more value to client relationships.
Dawn enjoys exercising, gardening and reading. She is married with five adult children, six grandchildren, and two greyhounds. She actively volunteers as the Community Thanksgiving Dinner Coordinator and enjoys mentoring.
Principals
Mark E. Brady
Co-Chief Investment Officer | Director of Private Investments
Principal
Member of Research Group
B.S. Finance – Miami University
Mark has managed equity, fixed income, and private investments dating back to 1985. Mark, Ron Eubel and Rob Suttman formed EBS in 1993 after working together at a local Dayton firm. Today, Mark is a leader of the Research Group and is actively involved in the firm’s private investments.
Mark enjoys staying active through competitive sports, whether on the golf course or squash court. Mark has also been a pilot for many years and shares his experience with clients who have an interest in aviation.
Paul D. Crichton
Senior Securities Analyst | Director of Trading
Principal
Member of Research Group
B.S. Finance – Wright State University
Paul has worked in the investment industry since 1989 and joined EBS in 1993 when Ron Eubel, Mark Brady, and Rob Suttman founded the firm. Today, Paul is primarily engaged in the Research Group vetting potential equity and fixed income security candidates and analyzing current portfolio holdings. Paul is also actively involved in overseeing the trading and operations department.
Paul enjoys spending time with his family and outdoors. Upland hunting with his dog, sporting clay shooting, and fly-fishing are among his many interests.
Matthew D. DiCicco, JD, CFP®, CDFA®
President
Principal
Member of Wealth Management Group
General Counsel
B.A. Psychology – Gannon University
Juris Doctorate – University of Dayton
Certified Divorce Financial Analyst (CDFA®)
Certified Financial Planner (CFP®)
Matt is a principal, serves on the executive leadership team, and leads the firm’s Wealth Management Group. As part of his commitment to continuous education and improvement, Matt has earned multiple certifications to better provide investment and wealth management guidance. Matt also applies his experience practicing law in the private sector to serve high net worth individuals and business owner clients. Utilizing a proactive approach, Matt helps clients prepare for the life issues that may impact their total wealth portfolio. Matt is actively involved in fund formation as well as managing legal risk within EBS’s private investments.
Matt is an experienced real estate investor with properties in Ohio and Florida. He has a passion for youth and veterans related charities and currently serves in leadership positions on the Boards of the American Veterans Heritage Center, South Community Behavioral Health, and the Big Brothers Big Sisters of the Greater Miami Valley Foundation. He enjoys spending time with family, running, boating, and most outdoor activities.
Ronald L. Eubel
Co-Chief Investment Officer | Director of Public Securities
Principal
Member of Research Group
B.S. Accounting & Finance – Miami University
Since 1982, Ron has managed equity, fixed income, and private investments. Ron, Mark Brady and Rob Suttman formed EBS in 1993 after working together at a local Dayton firm. Today, Ron is a leader of the Research Group and is actively involved in the firm’s separately managed accounts and private investments.
Ron is an avid reader and scholar. Business analysis and management, risk management, behavioral sciences, and farming are among his many areas of interest. Ron is a competitive athlete and enjoys golf, tennis, pickleball, and squash. Ron and his wife are active members of the community through their service to various not for profit organizations, including his participation in the Young Life organization. Ron also enjoys gardening, fly fishing, and spending time with his wife and two children.
Dawn E. Kramer, CFP®, RICP®
Senior Vice President, Wealth Management
Principal
Member of Wealth Management Group
B.A. Psychology – Wright State University
Certified Financial Planner (CFP®)
Retirement Income Certified Professional (RICP®)
Dawn has worked in the investment industry since joining EBS in 2006. Today, Dawn is responsible for servicing the needs of individual clients and developing new client relationships. She also oversees the client-facing administrative responsibilities of our private investments as well as the dissemination of our quarterly report letters and client communications.
Dawn enjoys spending time with friends and family. She also enjoys traveling, time outdoors and putting in miles on the Miami Valley Bike Trails. Dawn gives back to the community through her service as a board member of the Downtown Tipp City Partnership, Chair of Tippecanoe and Christmas Too, member of Give Where You Live Miami County as well as other various volunteer organizations in the area.
Kenneth E. Leist
Senior Securities Analyst
Principal
Member of Research Group
B.A. Economics – Wright State University
Ken has worked in the investment industry since 1987 and joined EBS in 1993 when Ron Eubel, Mark Brady, and Rob Suttman founded the firm. Today, Ken is actively involved in equity and fixed income research.
Ken enjoys spending time with family and friends and is an avid golfer.
Scott E. Lundy, CFP®
Chief Executive Officer
Principal
Member of Research Group
Member of Wealth Management Group
B.S. Accounting – Florida Gulf Coast University Certified Financial Planner (CFP®)
Since 2000, Scott has provided investment and wealth management guidance to individual and business owner clients. Scott joined the EBS team in 2003 after working for an investment firm in Florida. In addition to his service in the Research Group, Scott counsels high net worth clients and the next generation of their family regarding the preservation and growth of their overall portfolio, which many times includes a closely held family business. Scott also serves on the board of the firm’s mutual fund trust and a non-profit museum.
Outside of the office, Scott has an active family with his wife and two children. Scott is also an experienced pilot and avid outdoorsman.
Chase M. Oakley, CFA®
Senior Securities Analyst
Principal
Member of Research Group
B.S. Finance – The Ohio State University
M.B.A. – Wright State University
Chartered Financial Analyst (CFA®)
As a member of the Research Group, Chase is dedicated to equity and fixed income research. This involves evaluating potential security candidates and analyzing current portfolio holdings. Prior to joining EBS in 2013, he worked as a portfolio accountant for a hedge fund service firm.
Chase enjoys watching Ohio State football, playing golf and spending time with his family.
Egan C. Rosell, CFP®
Vice President, Wealth Management
Principal
Member of Wealth Management Group
B.S. Financial Services – Wright State University
Certified Financial Planner (CFP®)
Egan joined EBS in 2014 while a finance student at Wright State University. Since that time, Egan has held positions of increasing responsibility in his service to clients of the firm. His education and practical experience provide a strong foundation for his current role. As a Certified Financial Planner, Egan takes time to understand the overall financial picture, goals, and needs of his clients. Egan then provides guidance toward preservation and growth of the investment portfolio for his client and the next generation of his client’s family.
Outside of work, Egan spends time with his growing family, golfing, and motocross. The dedication and focus learned from racing competitive motocross for more than 15 years and attaining his private pilot’s license at the age of 17 are skills Egan continues to utilize today in his personal and professional endeavors.
Robert J. Suttman II, CFA®
Co-Founder
Principal
Member of Wealth Management Group
B.B.A. Finance – University of Notre Dame
Chartered Financial Analyst (CFA®)
Rob has provided investment and wealth management guidance to clients since 1983. Rob, Ron Eubel and Mark Brady formed EBS in 1993 after working together at a local Dayton firm. Rob stepped down as President of EBS in 2024 to more actively serve new and long tenured clients.
Rob is an active member of the community through previous or current board service with Wright State University Foundation, The Air Force Museum Foundation, Catholic Relief Services Foundation, Dental Care Plus, Alter High School, Moraine Country Club and by providing other needed support to several philanthropic organizations such as Young Life. Rob has a passion for his family and enjoys recreation on the golf course and at Norris Lake in Tennessee.
Dawn Warrick
Chief Operating Officer
Principal
B.A. Business Administration – McGregor School of Antioch University
Dawn is responsible for the day-to-day business operations of EBS as well as the continual development of the firm’s culture and its team members. She is also responsible for overseeing human resources. Dawn continually works to further develop the EBS team’s ability to add more value to client relationships.
Dawn enjoys exercising, gardening and reading. She is married with five adult children, six grandchildren, and two greyhounds. She actively volunteers as the Community Thanksgiving Dinner Coordinator and enjoys mentoring.