Gryphon Financial Partners

Jennifer Poirier is a CFP® professional with two years of experience, currently serving as a financial advisor at Gryphon Financial Partners. Prior to joining Gryphon, she worked at PNC Bank for 13 years. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities, serving both high-net-worth and non-HNW clients. The firm employs an active, diversified “total portfolio” approach and manages private investment vehicles alongside traditional advisory services.

Terry Davis is a CFP® professional with over 21 years of experience in the financial services industry. He is currently with Gryphon Financial Partners and previously worked at U.S. Bancorp Investments, Inc. and U.S. Bank for 12 years. Outside of his advisory role, he co-owns a Crossfit gym and serves on the boards of a nonprofit organization and a county fair board. Gryphon Financial Partners provides investment advisory and financial planning services to a wide range of clients, including individuals, retirement plans, trusts, estates, and corporations. The firm employs an active, diversified “total portfolio” approach and offers both discretionary investment management and consulting, with specialties in family business sales, retirement, legacy planning, and family office services.

Randi Bellner is a financial advisor at Gryphon Financial Partners with two years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at U.S. Bancorp Investments and U.S. Bank. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm employs an active, diversified “total portfolio” approach and offers both discretionary investment management and consulting, serving a broad client base including high-net-worth and non-HNW clients.

Austin Altenburg is a financial advisor with Gryphon Financial Partners in Columbus, OH, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch Pierce, Fenner & Smith. He also engages in insurance sales, providing various insurance products to clients. Gryphon Financial Partners offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm employs an active, diversified “total portfolio” approach and provides both discretionary investment management and consulting, with specialties in family business sales, retirement and legacy planning, and family office services.

Callie Jacoby is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Gryphon Financial Partners. Prior to joining Gryphon in 2023, she spent 26 years at PNC Bank NA. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities, serving both high-net-worth and non-HNW clients. The firm employs an active, diversified “total portfolio” approach and offers discretionary and non-discretionary investment management, with specialties including family business sales, retirement and legacy planning, and family office services.

Kristen Nicholson is a financial advisor at Gryphon Financial Partners in Columbus, OH, holding a Series 65 designation with two years of industry experience. Prior to joining Gryphon Financial Partners in 2023, she worked at PNC Bank from 2012 to 2023. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm employs an active, diversified “total portfolio” approach and offers both discretionary investment management and consulting, serving a broad range of clients including high-net-worth individuals.

Michael Solik is a CFP® with eight years of industry experience, currently serving at Gryphon Financial Partners in Columbus, OH. He has worked at Gryphon Financial Partners since 2017 and is a member of Gryphon Normandy Manager, LLC since 2019. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities, serving both high-net-worth and non-HNW clients. The firm employs an active, diversified total portfolio approach, offers both discretionary and non-discretionary management, and sponsors a wrap-fee program while managing affiliated private investment vehicles for suitable clients.

Charles Saunders is a financial advisor at Gryphon Financial Partners with one year of industry experience. Prior to joining Gryphon in 2024, he worked with the Carolina Panthers from 2021 to 2023. He holds a Series 65 designation. Saunders is a minority owner of Donatos Pizza, a food service business. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm serves both high-net-worth and non-HNW clients with a “total portfolio” approach that is active and diversified, combining discretionary management, consulting, and private fund advisory services.

Robert Swansboro is a CFP® professional with six years of industry experience. He has worked at Gryphon Financial Partners since 2023 and previously spent 11 years at PNC Private Bank. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm serves both high-net-worth and non-HNW clients using an active, diversified “total portfolio” approach that includes discretionary investment management, consulting, and private fund advisory services.

Mark Fleming is a CFA® charterholder and Series 63 licensee with two years of experience in financial advising. He is currently with Gryphon Financial Partners and previously worked at Fifth Third Bank for eight years. Outside of his advisory role, Fleming is the CEO of Actions, Inc., a consulting firm that assists clients in buying businesses, and serves on the board of the Asian Chamber of America. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm employs a total portfolio approach that combines active, diversified management with model portfolios, discretionary and non-discretionary services, and sponsors a wrap-fee program.

Ian Hundley is a CFP® professional with six years of industry experience, currently serving as an advisor at Gryphon Financial Partners. Prior to joining Gryphon in 2024, he spent 12 years with Fifth Third Securities. Outside of his advisory role, Hundley is a minority owner and board member of BECTIN Holdings, Inc., a FedEx long-haul trucking contractor. Gryphon Financial Partners provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm employs an active, diversified “total portfolio” approach and manages both discretionary and non-discretionary strategies, with specialties in family business sales, retirement, legacy planning, and private investment vehicles.

Jeffrey Lagusch is a CFP® professional with 28 years of experience in financial advisory. He is a member of Gryphon Normandy Manager, LLC, an affiliated investment-related entity, and has been with Gryphon Financial Partners since 2017. He also manages Greendale Cabin LLC, a property rental business in Logan, Ohio. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm employs an active, diversified “total portfolio” approach, using model portfolios, discretionary and non-discretionary management, and manages affiliated private investment vehicles for suitable clients.

Joel Guth is a financial advisor with Gryphon Financial Partners in Columbus, OH, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Hightower Advisors and Hightower Securities, LLC. Guth also serves as President and Manager of several affiliated investment entities related to Gryphon Financial Partners. Gryphon Financial Partners provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporations. The firm employs an active, diversified “total portfolio” approach and manages affiliated private investment vehicles alongside third-party money managers.

Craig Sumerel is a financial advisor at Gryphon Financial Partners with four years of industry experience. He holds a Series 65 designation and has worked at Gryphon Financial Partners since 2023. Outside of his advisory role, Craig serves as CEO of Trail Lines Enterprises, a non-investment related business. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities, serving both high-net-worth and non-HNW clients. The firm employs an active, diversified “total portfolio” approach and manages several affiliated private investment vehicles alongside its in-house global equity strategy.

Catherine Cory is a financial advisor with Gryphon Financial Partners in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Gryphon Financial Partners since 2017 and has held roles with affiliated entities including Gryphon Capital Partners and Grandview Partners. Gryphon Financial Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm employs an active, diversified “total portfolio” approach and manages multiple affiliated private investment vehicles alongside its in-house global equity strategy.