Businessmen

Meet the Team

Dedication. Knowledge. Passion.

We are passionate about one thing: YOU. Our goal is to ensure the financial success of every one of our clients.

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Ryan G. Cullen

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(513) 508-3183

Co-founder

Chief Executive Officer

Chief Compliance Officer

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John J. Cioffi, III

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(917) 968-8901

Co-founder

Chairman of the Board

Chief Investment Officer

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Sr. Investment Advisor

Jordan Williams

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(513) 633-0482

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Human Resources Director

Rebecca Moeke

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(513) 646-4926

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Financial Advisor Trainee

Jacob Brittingham

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(513) 508-3183

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Financial Advisor Trainee

Yonathan Beyene

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(513) 817-5538

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SVP / Sr. Financial Advisor 

Nicolette Hampton

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(513) 477-3148

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SVP / Sr. Financial Advisor

Randy Schofield

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(314) 623-2429

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Executive Assistant

Chelsea Khuen

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chelsea.khuen@cullencioffi.com

(305) 393-5396

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Financial Advisor Trainee

Jacob Srinivasan

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(330) 310-2274

Apply to join our team by clicking to the left and emailing your resume to our CEO, Ryan Cullen.