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Research
Research | Trading/Operations
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Ronald L. Eubel
Ron is the Co-Chief Investment Officer, Director of Research and a Principal in the firm. He has more than 27 years of investment experience and is a Senior Securities Analyst responsible for equity and fixed income research. He also supervises the development and analysis of market indicators. Ron is a member of the Investment Policy Committee and a Senior Institutional Portfolio Manager. Ron was a Vice President and directed the Research efforts at Dean Investment Associates from 1982 to 1993. He earned a B.S. in accounting/finance from Miami University, Oxford, Ohio.
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Mark E. Brady
Mark is the Co-Chief Investment Officer, Chief Executive Officer, Director of Portfolio Management, Chief Compliance Officer, and a Principal in the firm with more than 24 years of investment experience. He is a Senior Securities Analyst responsible for equity and fixed income research. He is also a Senior Institutional Portfolio Manager and a member of the Investment Policy Committee. Mark was a Vice President, Senior Analyst and Director of Portfolio Management at Dean Investment Associates from 1985 to 1993. He earned a B.S. in finance from Miami University, Oxford, Ohio.
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Aaron Hillman
Aaron joined EBS part-time in 2002 and full-time in 2004. He is a Securities Analyst and is responsible for equity research. Aaron graduated Magna Cum Laude from Miami University, Oxford, Ohio with a B.A. in zoology. He earned his M.B.A. from the University of Chicago's Graduate School of Business, graduating with honors. Prior to joining EBS, Aaron was in the Private Client Services group at Bank of America Securities and worked in business development for a start-up company in Southern California.
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Wayne R. Bopp, CFA
Wayne joined EBS in December 2006. Wayne graduated from Indiana University with a B.S. in Business Administration, majoring in Finance. He earned his M.B.A. from the University of Missouri. Wayne has passed the CPA exam and he has also earned the Chartered Financial Analyst (CFA) designation. Prior to joining EBS, Wayne worked in corporate accounting for General Mills and in the office of the Chief Financial Officer for Citigroup Mortgage. Wayne worked as a sell-side analyst, covering banks and thrifts for Stifel, Nicolaus and Company and Robert W. Baird and Co., a unit of Northwestern Mutual Life Insurance, and worked as a buy-side analyst for Fifth Third Asset Management.
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Scott E. Lundy
Scott joined the firm in 2003 as a Vice President of Consulting Services and is a Principal in the firm with more than 8 years of industry experience. He is a Relationship Manager responsible for developing and servicing individual and institutional clients on a national level. Scott is a member of the Investment Policy Committee and has research and compliance responsibilities. He earned a B.S. in accounting from Florida Gulf Coast University, Fort Myers, Florida. Scott obtained his Certified Financial Planner™ certification in 2004. Prior to joining EBS, Scott was a Financial Consultant with an investment firm in Florida.
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S. Dawn Warrick
Dawn works directly with the principals of the firm and other members of the research team to coordinate the various research data sources. She provides special project support to assigned analysts, creating and maintaining databases and spreadsheets. Dawn graduated in 2008 from the McGregor School of Antioch University, Yellow Springs, Ohio with a degree in business management.
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Cynthia A. Hufnagle
Cynthia joined EBS in March 2006. She works with Research and Consulting Services providing day to day support to Robert Suttman and David Ray. Cynthia brings more than 20 years of experience in the Administration field, having previously worked as an Executive Assistant to a Senior officer at Dayton Power & Light and, most recently, as an Executive Assistant to the President and Directors of daytaOhio in association with Wright State University.
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