Director of Trust and Wealth Management
Cincinnati Area
- Current
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- Vice President, Chief Investment Officer at Merchants Bank & Trust
- Past
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- Vice President, Portfolio Manager at Provident Bank
- Research Analyst at Schaeffer's Investment Research
- Brokerage Specialist at Fidelity Investments
- Education
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- Transylvania University
- Recommended
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2 people have recommended Dan - Connections
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130
connections
- Industry
- Investment Management
- Websites
Dan Kenady’s Summary
An accomplished wealth manager with a broad range of expertise across financial markets and state-of-the-art investment solutions. Building a customized wealth management product for the future, high on service and low on fees.
Dan Kenady’s Specialties:
Fee-Based Wealth Management - Equity and Fixed Income
Individual, Joint, IRA's, Rollover 401K's, Corporate, Trusts, High Net Worth Solutions
Additional Information
Dan Kenady’s Websites:
Dan Kenady’s Groups:
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LinkedCincinnati -
Delta Sigma Phi Fraternity -
Cincinnati USA Regional Chamber -
Transylvania Alumni
Dan Kenady’s Honors:
2003 Prudential Institutional Stockpicker of the Year
2008 FIVE STAR: Best in Client Satisfaction Wealth Manager
