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Services
Services Overview
Governance
Consulting
Outsourced CIO
Research
Values Aligned Investing
Managed Portfolios
Curio
Who We Serve
Our Clients
Community Foundations
Healthcare
Higher Education
About Us
Firm Overview
Our Team
Culture
Insights
Publications
Podcast
Videos
Studies
News & Events
News
Events
Forum 2023
Contact Us
William
Hummel
William
Bill
A. Hummel
Senior Vice President, Advisor
Education:
BS in Accounting, Xavier University
Experience:
Fidelity Investments - Retirement Plan Consultant
Presentations:
Physician Management Practice Forum for the Healthcare Financial Management Association (HFMA) - Southwestern Ohio Chapter
National Business Institute (NBI)
Professional Association for Investment Communications Resources (PAICR)
National Business Officers Association (NBOA)
Community Foundations of Butler County
Memberships:
The Northern Cincinnati Foundation
Past Memberships:
Great Miami Valley YMCA - Board of Directors
St. Xavier High School - Investment Committee
Latest Publications
Navigating the Rising Impact of the Israel-Iran Conflict
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Assessing the Impact of the Israel-Iran Conflict
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Educational Experience, Portfolio Management and Community Connection: Dayton’s Three Criteria for Running A Student-Led Investment Club
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First Quarter Portfolio Insights: Spring Forward, Fall Back
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Trade, Tariffs and Bears: Using Lessons from the Past to Weather Today’s Market Volatility
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Fixed Income Today: Why Bother?
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