Matthew D. DiCicco, JD, CFP®, CDFA®
President
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 […]
Our People
Ronald L. Eubel
Co-Chief Investment Officer | Director of Public Securities
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, […]
Mark E. Brady
Co-Chief Investment Officer | Director of Private Investments
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 […]
Robert J. Suttman II, CFA®
Co-Founder
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. […]
Scott E. Lundy, CFP®
Chief Executive Officer
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 […]
Paul D. Crichton
Senior Securities Analyst | Director of Trading
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 […]
Kenneth E. Leist
Senior Securities Analyst
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 […]
Dawn E. Kramer, CFP®, RICP®
Senior Vice President, Wealth Management
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 […]
Chase M. Oakley, CFA®
Senior Securities Analyst
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 […]
Dawn Warrick, PHR®
Chief Operating Officer
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 […]