Advisors at this firm
Matthew D
CFP®, Series 65
Miamisburg, OH
Eubel Brady & Suttman
Matthew Di Cicco is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Eubel Brady & Suttman Asset Management, Inc. since 2016 and previously worked at Freund Freeze & Arnold for eleven years. Outside of advisory work, he serves as of counsel at a Dayton, Ohio law firm. Eubel Brady & Suttman provides discretionary investment management to individuals, retirement plans, trusts, and various organizations. The firm emphasizes fundamental analysis and long-term investment strategies, offering a range of portfolio styles and managing proprietary mutual funds and private pooled vehicles.
Neesha C
Series 65
Miamisburg, OH
Eubel Brady & Suttman
Neesha Crawford is a financial advisor at Eubel Brady & Suttman with a Series 65 designation. She has been with the firm since 2012. Eubel Brady & Suttman provides discretionary investment management to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm uses fundamental analysis and a long-term investment approach, managing portfolios across various equity and balanced strategies while also offering retirement-plan consulting and financial planning services.
Mark B
Series 63, Series 65
Dayton, OH
Eubel Brady & Suttman
Mark Brady is a financial advisor at Eubel Brady & Suttman with 32 years of industry experience. He has been with EBS Asset Management since 1993. He holds Series 63 and Series 65 licenses. Eubel Brady & Suttman provides discretionary investment management services to a diverse client base, including high net worth individuals, retirement plans, trusts, and charitable organizations. The firm employs an internal Research Group focused on fundamental analysis and long-term investment strategies, managing portfolios across multiple equity and balanced styles.
Paul C
Series 65
Dayton, OH
Eubel Brady & Suttman
Paul Crichton is a financial advisor at Eubel Brady & Suttman with 23 years of industry experience. He holds the Series 65 designation and has been with EBS Asset Management since 1993. Eubel Brady & Suttman provides discretionary investment management to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm employs a fundamental research-driven approach with a long-term orientation and manages proprietary mutual funds alongside various private pooled investment vehicles.
Mary H
CFP®, Series 63
Miamisburg, OH
Eubel Brady & Suttman
Mary Hedrick is a CFP®-credentialed financial advisor with 21 years of industry experience, currently with Eubel Brady & Suttman. She has been with the firm since 2012. Outside of her advisory role, she serves on the investment and executive committees of a local food bank and participates in the finance committee of the Wright State University Alumni Association. Eubel Brady & Suttman provides discretionary investment management to individual clients, retirement plans, trusts, and other entities, employing fundamental analysis and a long-term purchase orientation. The firm manages multiple proprietary mutual funds and private pooled investment vehicles, offering a range of equity and balanced portfolio strategies.
Chase M
Series 65
Miamisburg, OH
Eubel Brady & Suttman
Chase Marshall is a financial advisor at Eubel Brady & Suttman with one year of industry experience. Prior to joining the firm, he worked at Netjets, Inc. and Dayton Freight, Inc. He is also affiliated with The Ohio State University. Eubel Brady & Suttman provides discretionary investment management to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm utilizes fundamental analysis and a long-term investment approach, offering a range of equity and balanced portfolio strategies alongside retirement-plan consulting and financial planning services.
Ronald E
Series 63, Series 65
Dayton, OH
Eubel Brady & Suttman
Ronald Eubel is a financial advisor at Eubel Brady & Suttman in Dayton, OH, holding Series 63 and Series 65 credentials with 32 years of industry experience. He has been with EBS Asset Management since 1993. Eubel Brady & Suttman provides discretionary investment management to a diverse client base, including high net worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a research-driven approach with fundamental analysis and long-term strategies, managing portfolios across multiple equity and balanced styles and utilizing proprietary mutual funds for certain market conditions.
Scott L
CFP®, Series 66
Dayton, OH
Eubel Brady & Suttman
Scott Lundy is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Eubel Brady & Suttman. He has been with the firm since 2003, holding various roles over two decades. Eubel Brady & Suttman provides discretionary investment management to a diverse client base including high net worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a fundamental research-driven approach with a long-term investment horizon and offers services such as individually managed portfolios, retirement-plan consulting, and financial planning.
David R
Series 65
Miamisburg, OH
Eubel Brady & Suttman
David Ray is a financial advisor with Eubel Brady & Suttman, holding a Series 65 designation and 19 years of industry experience. He has worked at Eubel Brady & Suttman since 2003 and currently holds a part-time role as President of Berry Investments, where he oversees charitable giving and family-office services for a local family. Eubel Brady & Suttman provides discretionary investment management to a diverse client base including high net worth individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes fundamental analysis and long-term investment strategies, managing portfolios across multiple equity and balanced styles and offering retirement-plan consulting and financial planning services.
Robert S
CFA®, Series 63, Series 65
Dayton, OH
Eubel Brady & Suttman
Robert Suttman is a CFA® charterholder with 32 years of industry experience, currently serving at Eubel Brady & Suttman Asset Management, Inc. since 1993. He holds the Series 63 and Series 65 licenses. Eubel Brady & Suttman provides discretionary investment management to a diverse client base, including high net worth individuals, retirement plans, trusts, and charitable organizations. The firm employs an internal Research Group focused on fundamental analysis and long-term investment strategies across various equity and balanced styles, utilizing proprietary mutual funds as part of portfolio management.
Brandon K
Series 65
Miamisburg, OH
Eubel Brady & Suttman
Brandon Kinney is a financial advisor at Eubel Brady & Suttman with one year of industry experience. He holds a Series 65 credential and has worked at Eubel Brady & Suttman since 2021. Prior to his advisory role, he held positions at Wright State University, Sinclair Community College, and the University of Cincinnati. Eubel Brady & Suttman provides discretionary investment management to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm uses fundamental analysis and a long-term investment approach, offering services such as individually managed portfolios and retirement-plan consulting.
Dawn K
CFP®
Miamisburg, OH
Eubel Brady & Suttman
Dawn Kramer is a CFP® professional at Eubel Brady & Suttman with 10 years of industry experience. She has worked exclusively at Eubel Brady & Suttman since 2006. Eubel Brady & Suttman provides discretionary investment management to a diverse client base, including high net worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a research-driven investment approach focused on fundamental analysis and long-term strategies across multiple equity and balanced styles.
Sara M
Series 63, Series 65
Miamisburg, OH
Eubel Brady & Suttman
Sara Mahoney is a financial advisor at Eubel Brady & Suttman with two years of industry experience. She holds the Series 63 and Series 65 designations and has been with Eubel Brady & Suttman since 2025. Eubel Brady & Suttman provides discretionary investment management services to a diverse client base including high net worth individuals, retirement plans, trusts, and charitable organizations. The firm’s investment approach centers on fundamental analysis and long-term strategies implemented by an internal Research Group, utilizing proprietary mutual funds and various equity and balanced portfolio styles.
Courtney S
Series 65
Miamisburg, OH
Eubel Brady & Suttman
Courtney Stephenson is a financial advisor at Eubel Brady & Suttman with two years of industry experience. She holds a Series 65 credential and has worked at Eubel Brady & Suttman Asset Management Inc. since 2016, following six years at HR Insiders. Eubel Brady & Suttman provides discretionary investment management to a diverse client base, including high net worth individuals, retirement plans, and charitable organizations. The firm employs a fundamental research-driven approach with a long-term orientation, managing portfolios across multiple equity and balanced styles while utilizing proprietary mutual funds for fixed-income management.
Kenneth L
Series 63, Series 65
Dayton, OH
Eubel Brady & Suttman
Kenneth Leist is a financial advisor at Eubel Brady & Suttman in Dayton, OH, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Ebs Asset Management since 1993. Eubel Brady & Suttman provides discretionary investment management to a diverse client base, including high net worth individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes fundamental analysis and long-term investment strategies, offering individually managed portfolios, retirement-plan consulting, and financial planning services.