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Matthew D

CFP®, Series 65

Miamisburg, OH

Eubel Brady & Suttman

Matthew Di Cicco is a CFP® with nine years of industry experience, currently serving at Eubel Brady & Suttman in Miamisburg, Ohio. He has been with the firm since 2016 and holds a Series 65 license. Outside of his advisory role, Matt serves as of counsel with a Dayton law firm. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and institutional clients through a team-based model. The firm employs fundamental analysis and long-term investment strategies, manages proprietary mutual funds and private pooled LLCs, and utilizes a combination of internal and external portfolio management resources.

Private / alternative investments Real estate investing Active portfolio management
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Neesha C

Series 65

Miamisburg, OH

Eubel Brady & Suttman

Neesha Crawford is a financial advisor at Eubel Brady & Suttman with one year of industry experience. She holds a Series 65 designation and has been with Eubel Brady & Suttman Asset Management, Inc. since 2012 in other capacities. Eubel Brady & Suttman provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, and pooled vehicles using a team-based advisory model. The firm manages proprietary mutual funds and private pooled LLCs, serving both individual and institutional clients with a focus on fundamental analysis and long-term investment strategies.

Private / alternative investments Real estate investing Active portfolio management
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Mark B

Series 63, Series 65

Dayton, OH

Eubel Brady & Suttman

Mark Brady is a financial advisor at Eubel Brady & Suttman with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with EBS Asset Management since 1993. Eubel Brady & Suttman provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, and institutional clients using a team-based advisory model. The firm manages proprietary mutual funds and private pooled investment vehicles, applying fundamental analysis and long-term strategies across various management styles.

Private / alternative investments Real estate investing Active portfolio management
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Paul C

Series 65

Dayton, OH

Eubel Brady & Suttman

Paul Crichton is a Series 65-licensed financial advisor with 23 years of industry experience. He has been with Ebs Asset Management, a part of Eubel Brady & Suttman, since 1993. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and pooled investment vehicles using a team-based advisory model. The firm offers actively managed portfolios that include proprietary mutual funds and private pooled LLCs, serving both individual and institutional clients.

Private / alternative investments Real estate investing Active portfolio management
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Mary H

CFP®, Series 63

Miamisburg, OH

Eubel Brady & Suttman

Mary Hedrick is a financial advisor at Eubel Brady & Suttman with 21 years of industry experience. She holds the CFP® and Series 63 designations and has been with Eubel Brady & Suttman since 2012. Outside of her advisory work, she serves on the investment and executive committees of a local food bank and is involved with the Wright State University Alumni Association as a finance committee member. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and pooled vehicles through a team-based model. The firm uses fundamental analysis and long-term strategies across various management styles and actively manages proprietary mutual funds and private pooled investment vehicles exclusively for its clients.

Private / alternative investments Real estate investing Active portfolio management
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Chase M

Series 65

Miamisburg, OH

Eubel Brady & Suttman

Chase Marshall is a financial advisor at Eubel Brady & Suttman with a Series 65 designation and two years of industry experience. His professional background includes roles at Netjets, Inc., Dayton Freight, Inc., and he has been affiliated with The Ohio State University for six years. Eubel Brady & Suttman provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, and institutional clients, employing a team-based advisory model. The firm actively manages proprietary mutual funds and private pooled investment vehicles, utilizing fundamental analysis and long-term strategies across various management styles.

Private / alternative investments Real estate investing Active portfolio management
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Ronald E

Series 63, Series 65

Dayton, OH

Eubel Brady & Suttman

Ronald Eubel is a financial advisor with Eubel Brady & Suttman in Dayton, OH, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Ebs Asset Management since 1993. Eubel Brady & Suttman offers discretionary investment management and financial planning to individuals, retirement plans, trusts, and pooled vehicles through a team-based model. The firm serves high-net-worth and institutional clients, managing proprietary mutual funds and private pooled LLCs with annual PCAOB-audited financials and employs fundamental analysis alongside long-term purchase strategies.

Private / alternative investments Real estate investing Active portfolio management
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Scott L

CFP®, Series 66

Dayton, OH

Eubel Brady & Suttman

Scott Lundy is a CFP® with 23 years of industry experience, currently serving at Eubel Brady & Suttman Asset Management, Inc. since 2003. He holds the Series 66 designation and is based in Dayton, OH. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and institutional clients using a team-based advisory model. The firm employs fundamental analysis and long-term purchase strategies across various management styles and actively manages proprietary mutual funds and private pooled investment vehicles exclusive to its clients.

Private / alternative investments Real estate investing Active portfolio management
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David R

Series 65

Miamisburg, OH

Eubel Brady & Suttman

David Ray is a financial advisor at Eubel Brady & Suttman with 19 years of industry experience. He holds a Series 65 designation and has worked at Eubel Brady & Suttman Asset Management since 2003. Since 2024, he has also served part-time as President of Berry Investments, where he oversees charitable giving and family-office services for a local family. Eubel Brady & Suttman provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, and institutional clients through a team-based advisory model. The firm employs fundamental analysis and long-term strategies, manages proprietary mutual funds, and serves as adviser to private pooled investment vehicles with audited financials.

Private / alternative investments Real estate investing Active portfolio management
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Robert S

CFA®, Series 63, Series 65

Dayton, OH

Eubel Brady & Suttman

Robert Suttman II is a CFA® charterholder with 33 years of industry experience, currently serving at Eubel Brady & Suttman Asset Management, Inc. since 1993. He holds Series 63 and Series 65 licenses and is based in Dayton, Ohio. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and institutional clients. The firm employs a team-based advisory model and manages proprietary mutual funds and private pooled investment vehicles that are subject to annual PCAOB audits.

Private / alternative investments Real estate investing Active portfolio management
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Brandon K

Series 65

Miamisburg, OH

Eubel Brady & Suttman

Brandon Kinney is a Series 65-licensed advisor with one year of experience, currently serving at Eubel Brady & Suttman. His prior roles include positions in education and business before joining the firm. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and institutional clients through a team-based advisory approach. The firm employs fundamental analysis and long-term strategies while managing proprietary mutual funds and private pooled investment vehicles exclusive to its clients.

Private / alternative investments Real estate investing Active portfolio management
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Dawn K

CFP®

Miamisburg, OH

Eubel Brady & Suttman

Dawn Kramer is a CFP® professional with 10 years of experience at Eubel Brady & Suttman. She has worked exclusively with the firm since 2006, contributing through various roles over 18 years. Eubel Brady & Suttman provides discretionary investment management and financial planning for individuals, retirement plans, trusts, and institutional clients using a team-based advisory model. The firm manages proprietary mutual funds and private pooled investment vehicles while employing fundamental research and active portfolio management.

Private / alternative investments Real estate investing Active portfolio management
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Sara M

Series 63, Series 65

Miamisburg, OH

Eubel Brady & Suttman

Sara Mahoney is a financial advisor at Eubel Brady & Suttman with two years of industry experience. She holds Series 63 and Series 65 licenses and has been with the firm since 2012. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and institutional clients using a team-based advisory model. The firm manages proprietary mutual funds and private pooled vehicles alongside separately managed accounts, employing fundamental analysis and long-term strategies across multiple investment styles.

Private / alternative investments Real estate investing Active portfolio management
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Courtney S

Series 65

Miamisburg, OH

Eubel Brady & Suttman

Courtney Stephenson is a financial advisor at Eubel Brady & Suttman with three years of industry experience. She holds the Series 65 designation and has been with Eubel Brady & Suttman Asset Management Inc. since 2016. Eubel Brady & Suttman provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, and pooled vehicles through a team-based advisory model. The firm also manages institutional clients, utilizing fundamental research and long-term strategies alongside proprietary mutual funds and external managers.

Private / alternative investments Real estate investing Active portfolio management
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Kenneth L

Series 63, Series 65

Dayton, OH

Eubel Brady & Suttman

Kenneth Leist is a financial advisor at Eubel Brady & Suttman in Dayton, OH, with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with EBS Asset Management since 1993. Eubel Brady & Suttman offers discretionary investment management and financial planning to individuals, retirement plans, trusts, and institutional clients through a team-based advisory model. The firm manages proprietary mutual funds and private pooled LLCs with annually audited financials and employs a range of fundamental research-driven investment strategies.

Private / alternative investments Real estate investing Active portfolio management
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Stephanie W

Dayton, OH

Eubel Brady & Suttman

Stephanie Warrick is a financial advisor with Eubel Brady & Suttman in Dayton, OH, holding eight years of industry experience. She has been with Eubel Brady & Suttman Asset Management, Inc. since 2001. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and pooled vehicles through a team-based advisory model. The firm manages proprietary mutual funds and private pooled LLCs with active portfolio management and a focus on fundamental long-term strategies.

Private / alternative investments Real estate investing Active portfolio management
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Egan R

CFP®

Miamisburg, OH

Eubel Brady & Suttman

Egan Rosell is a CFP® professional with six years of experience, currently with Eubel Brady & Suttman Asset Management, Inc. He has held multiple roles at the firm since 2014 and also worked at Wright State University and 22 Three Inc. His background includes both financial advisory and academic experience. Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals, retirement plans, trusts, and pooled vehicles, using a team-based advisory model. The firm serves both high-net-worth clients and institutional-type investors and manages proprietary mutual funds and private pooled LLCs with specific performance-based compensation structures.

Private / alternative investments Real estate investing Active portfolio management
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Teresa K

Series 63, Series 65

Dayton, OH

Eubel Brady & Suttman

Teresa King is a financial advisor at Eubel Brady & Suttman with 22 years of industry experience. She has been with the firm since 2003 and holds Series 63 and Series 65 designations. Eubel Brady & Suttman provides discretionary investment management and financial planning for individuals, retirement plans, trusts, and institutional clients using a team-based advisory approach. The firm manages proprietary mutual funds and multiple private pooled investment vehicles, offering actively managed portfolios with fundamental research and long-term strategies.

Private / alternative investments Real estate investing Active portfolio management
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