NEWS INSIGHTS
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NEWS INSIGHTS
Team Support Specialist
Prior to joining the team at Windsor, Cassady was an Executive Assistant and transitioned to Client Services Coordinator for Eighme Wealth Management.
Cassady studied Business Management at The Ohio State University.
Cassady is most passionate about team collaboration. Everyone at Windsor shares the same vision and is dedicated to the mission of assisting clients with their complex financial needs.
Cassady enjoys spending time with family and seeking new food experiences by checking out new restaurants that are popping up all over Columbus.
Associate
Prior to joining the team at Windsor, Alex was an Analyst Intern at SMC Infrastructure Partners
Alex graduated Magna Cum Laude from Miami University with a dual specialization in Finance and Economics.
Alex enjoys working in a collaborative team environment and gaining exposure to a broad array of different investment ideas and opportunities.
In his free time, Alex enjoys reading, being active, and spending time with friends and family.
Associate
Prior to Windsor, Jake worked at Johnson Investment Counsel as a Fund Services Representative, primarily for the Johnson Charitable Gift Fund.
Jake graduated from the University of Cincinnati with a major in Finance.
Jake is passionate about making client’s lives a little easier, knowing that they have a team at Windsor that is available whenever they need something, no matter how big or small.
Jake enjoys going to sporting events; Cincinnati Bearcats football/basketball, Cincinnati Bengals, and the Cincinnati Reds to name a few. He also enjoys taking his dog, Winston, for walks to explore Columbus.
Associate
Before working at Windsor, Taylor interned at Kuhn Advisors and was a Financial Accounting Graduate Assistant at The Ohio State University.
Taylor attended The Ohio State University and graduated with an undergraduate major in Finance Honors and a minor in Mathematics. She also received her Master of Accounting degree from The Ohio State University.
She is most passionate about working with our clients and solving their financial and personal needs. Learning about each client’s financial picture provides an opportunity to learn more every day.
In her free time, Taylor enjoys being with friends and family, traveling to her favorite places, playing tennis and attending sporting events.
Associate
Prior to joining Windsor, Rishabh spent over 5 years teaching and tutoring in various roles at Columbus State Community College, The Ohio State University, and privately. He is currently a Level II CFA Candidate (Exam Date 08/24).
Rishabh graduated Summa Cum Laude from The Ohio State University with a Specialized Master in Finance. Additionally, Rishabh has a Bachelor of Science degree in Actuarial Science with minors in Quantitative Economics and Business from The Ohio State University and an Associate of Science degree from Columbus State Community College.
Similar to teaching, Rishabh is very passionate about helping clients achieve their financial and personal goals by breaking down complex financial situations into concepts that are easy to understand.
Rishabh enjoys spending time with his friends and family. He likes watching American Football and Cricket matches, but above all he is a big fan of Formula 1, specifically Max Verstappen and Red Bull.
Associate
Nathan began his career in the construction industry where he became a certified Professional Engineer (PE). He has been fortunate to work/collaborate on various building projects from residential homes to multi-story high rises across the US and internationally. He especially enjoyed his work on various arenas/stadiums.
Nathan graduated from The Ohio State University with a BS in Civil Engineering. He also received his Masters of Engineering in Structural Engineering from Lehigh University.
At Windsor, Nathan enjoys identifying efficient strategies to positively impact Windsor clients.
In addition to spending time with friends and family, Nathan enjoys traveling and is an avid sports fan.
Director
Jacob Chockran is an analytically minded and detail-oriented problem solver, with a true passion for investing. He appreciates gaining an in-depth understanding of any investment strategy.
Jacob is actively involved in Windsor’s investment due diligence matters and collaborates with existing and prospective investment managers to provide ongoing value for clients. He enjoys building unique investment portfolios in concert with helping clients meet their goals & objectives.
He began his professional career in public accounting, with Plante Moran in Columbus. His clients spanned several industries including manufacturing, private equity, retail, and affordable housing.
Jacob enjoys spending time with his wife and daughter, and broader family. He enjoys being active and cheering on the Buckeyes and his hometown Pittsburgh Penguins.
Previous Experience
2014 – 2016
Plante Moran
Assurance Staff
Education
The Ohio State University
Master of Accounting
Bachelor of Science in Business Administration, Accounting with Honors
Summa Cum Laude
Director
Matt McClimon believes that like a puzzle, the pieces of every client’s balance sheet and portfolio can be arranged to fit together, aligning with big picture goals for themselves, their family and their community.
With his background as CFO at Wagenbrenner (now Thrive Companies) and Stanbery Development, Matt has extensive experience in ownership and management of mixed-use, multi-family, single family and industrial real estate. This has given Matt insight into modeling complex transactions, evaluating and securing financing, both via banks and bond issues, and maximizing city, state and federal tax incentives.
In addition, his background as a CPA, with time spent reviewing and filing personal and partnership returns, allows him to provide objective, independent advice to clients, as they navigate ever-changing tax laws.
Matt is an avid bicyclist and traveler who loves to pursue both with his wife and three sons.
Previous Experience
2013 – 2020
Wagenbrenner Development
2002 – 2013
Stanbery Development
Education
University of Notre Dame
Bachelor of Science, Accounting
The Ohio State University Fisher College of Business
Masters of Business Administration, Finance
Chief Compliance Officer
Stephanie Weir plays a crucial role in maintaining the organization's adherence to legal and ethical standards. Her primary duty revolves around overseeing the implementation, integrity and on-going testing of Windsor’s compliance program while staying up to date on the latest regulatory requirements.
Stephanie's commitment to fostering a strong compliance culture within Windsor is demonstrated through her diligent efforts in ensuring that all staff members receive comprehensive training and education on the compliance program.
By monitoring the evolving landscape of laws and regulations relevant to Windsor's business, she ensures that the compliance program remains up-to-date and effectively addresses any changes in the legal and regulatory environment.
In her spare time, Stephanie enjoys cooking, traveling and staying busy with her husband and two sons.
Previous Experience
2015 – 2017
Print Syndicate
Director of Product Development
2013 – 2015
Abercrombie & Fitch
Sourcing Manager
Education
Miami University
Bachelor of Arts, Mathematics & Statistics
Director
Brandon Compertore is responsible for managing and optimizing Windsor’s IT infrastructure. With his extensive experience and industry knowledge, he has implemented a range of technology solutions that have greatly improved operational efficiency and client engagement throughout his career.
As Technology Director, Brandon's strategic initiatives and implementation of new tools and platforms have been instrumental in creating unexplored synergies and maintaining a competitive edge.
Brandon stays informed on emerging technologies and trends to keep Windsor at the forefront of technological innovation. One of his strongest attributes is helping clients achieve their financial goals using technology effectively.
Outside of work, Brandon enjoys playing golf as a way to relax and unwind while challenging himself to constantly improve.
Previous Experience
2018 – 2019
NCT Ventures
Associate
Education
The Ohio State University
Bachelor of Science in Business Administration, Accounting
Manager
Cory Hinaman is focused on making a meaningful impact on the lives of others. He is an attentive listener and believes understanding the client’s passions and goals not only leads to optimal financial solutions, but also emotionally fulfilling outcomes.
Cory excels at effectively conveying financial concepts in a clear and concise manner. His technical background builds an appreciation for the details and allows him to keep clients well-informed about current events and their financial implications.
Cory is a member of the CFA Institute and the CFA Society of Columbus.
When he is not working, he enjoys spending time with family and friends. He is passionate about living an active life and exploring new places whenever possible.
Previous Experience
2018
Mariner Wealth Advisors
Investment Intern
2017 – 2018
The Ohio State University
Department of Economics Tutor
Education
The Ohio State University
Bachelor of Science in Business Administration, Finance & Economics Summa Cum Laude
Director
Melissa Barton-Briggs is committed to making a positive impact on the lives of her clients. Whether she’s analyzing a situation, evaluating effective strategies, or finding creative solutions to a client’s unique challenge, she approaches each situation by asking “How can I help?”. By combining the knowledge and skills of the team at Windsor with her service-first mindset, she strives to be a reliable and trusted resource for client families.
Her previous work in real estate and as an office manager for a small business helps her understand and connect with the entrepreneurial spirit of many of the business owners she serves.
Melissa lives in Dublin with her husband, Richard. They have two adult children. In her free time, she enjoys reading and spending time with family.
Previous Experience
2004 – 2015
HER Realtors
Real Estate Salesperson
2002 – 2004
Sanborn
Office Manager
Education
The Ohio State University
Bachelor of Arts, Economics
Director
Kyle Ellis is dedicated to working alongside business leaders to help them reach fulfillment, both personally and professionally. He seeks to deeply engage with clients to form trusting relationships and to provide unique solutions through critical thinking.
He has experience assessing and preparing financial statements of privately-held businesses with $300M to over $1B in revenues throughout multiple industries. With his expertise in analyzing and comprehending the implications of company performance on its owners, he contributes his knowledge of intricate corporate structures and transactions to the collective team experience at Windsor.
Kyle and his family enjoy traveling around the globe, playing golf and rooting for the Cleveland Browns. They even spent time living in London, UK through Kyle’s previous career at Crowe.
Previous Experience
Crowe LLP
Assurance Manager
Education
Miami University
Bachelor of Science, Accounting
Business Analytics Minor
Director
Sammy Buck combines an analytical mind with the compassion necessary to support clients through all phases of life. She connects with client families across multiple generations and is trusted to develop strategies tailored to their unique circumstances.
Sammy is passionate about understanding all elements of the most complex situations and compiling the details into a clear and optimal plan. She believes there is no problem that cannot be solved with a little research, creative thinking, and collaboration with Windsor’s network of experts.
In her free time, Sammy enjoys traveling, reading, and spending time with friends and family. You can find her discovering the best coffee shops, going to shows, or exploring new cities.
Previous Experience
Sammy has been with Windsor since graduating
Education
The Ohio State University
Bachelor of Science, Actuarial Science with Honors
Magna Cum Laude
Managing Director
Carter Gerlach is devoted to working closely with families and individuals to identify personalized, comprehensive solutions. She aims to build deep and meaningful relationships with clients and provide guidance and direction as a trusted advisor. With the collective team’s insight, expertise, and experience at Windsor Advisory Group, clients receive the clarity, confidence, and management services they need.
Having served as a philanthropic advisor for The Columbus Foundation and an Investment Specialist with J.P. Morgan Private Bank in San Francisco, Carter brings a unique perspective and uncommon experience to her role at Windsor.
As an avid supporter of her community, Carter can be found serving as an active board member for Santa’s Silent Helpers. In her free time, she enjoys spending time with her family.
Previous Experience
2016 – 2019
The Columbus Foundation
Philanthropic Advisor
2009 – 2016
J.P. Morgan Private Bank
Associate
Education
Colgate University
Bachelor of Arts, Economics & Spanish
Partner
John Mozola is a natural problem-solver, finding fulfillment in identifying solutions to the challenges our clients face. He is a passionate learner who works to answer each client’s unique questions through research, experience, and the collective knowledge of Windsor’s team and the vast network of professionals Windsor has built.
John’s career has been focused on advising families, working with multiple generations on all aspects of their financial well-being.
Outside of Windsor, he spends time with his wife and two daughters. He enjoys finding reasons to get outside, whether he’s travelling with his family, working in the yard or walking his dog.
Previous Experience
2008 – 2013
Bernstein Global Wealth Management
Assistant Vice President
Education
The Ohio State University
Bachelor of Science in Business Administration, Finance
Partner
Clayton Hall is passionate about providing clients with the advice they need to approach every aspect of their complex financial lives with clarity and confidence. By doing so, he is able to uncover valuable strategies for assisting individuals, families and their related entities. Clayton understands that for many individuals and families, wealth generation increases complexity. This is where the collective experience at Windsor Advisory Group truly makes a difference. The team is intensely focused on making objective, independent and potentially difficult decisions alongside and for the benefit of Windsor’s client families.
Clayton combines his experience at large financial institutions with his passion for independent and critical thinking, which allows him to effectively address the needs of Windsor’s clients.
Active in his community, Clayton currently serves on the Board of the Upper Arlington Community Foundation. He devotes any free time to his wife and three young children.
Previous Experience
2014 – 2018
J.P. Morgan
Executive Director
2009 – 2014
Goldman Sachs
Vice President
Education
Georgetown University
Bachelor of Science, Finance
Partner
Jon Eesley has dedicated his professional career to impacting lives. So, it’s no surprise he is committed to helping prominent business leaders—who often have complicated financial situations—with their personal and business financial matters. An empathetic problem-solver with broad-based business experience, Jon has spent the past four decades advising business leaders and owners on how to best manage the complexities of their personal financial makeup.
With his unique ability to review, understand, and respond to complex structures, transactions, and financial activities, Jon has accrued years of experience helping individuals and businesses achieve their financial goals. Current clients of Windsor Advisory Group continue to benefit from his insight.
As an active member of the community, Jon currently serves on the Board of Directors for Highlights for Children. Jon is always active and enjoys being outdoors to tinker with cars, home projects, golf and skiing.
Previous Experience
2005 – 2012
Bernstein Global Wealth Management
Principal
1978 – 2004
KPMG LLP
Financial Advisor/Principal
1997 – 2004
Managing Partner, Columbus
1993 – 2004
Partner in Charge,
Various Practice Units
Education
The Ohio State University
Bachelor of Science in Business Administration
Summa Cum Laude