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Truepoint Wealth Counsel

82 people · 0 jobs
‌

Truepoint Wealth Counsel is a wealth management firm.

Industries

Finance, Investment Management

Headquarters

Cincinnati, United States

Employees

51-200

Links


Org chart

Michael J. Chasnoff
Founder & CEO
Collapse
Steve Condon
President & Shareholder
Katrina Hartsel
Chief Operating Officer
Heather J. Spencer
Senior Wealth Advisor & Shareholder
Eric Abner
IT Service Manager

Teams

BP
SC
+19

Financial Planning and Advisory Team

23 people · 0 jobs

AM
KS
+7

Tax Team

11 people · 0 jobs

+3

Investment Management Team

7 people · 0 jobs

+4

Marketing & Operations Team

8 people · 0 jobs

+2

Client Services Team

6 people · 0 jobs

DB
JW
SB

Estate and Trust Services

4 people · 0 jobs


Offices

  • HQ

    54 people · 0 jobs

    +50

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