Invest Capital Partners

Katherine Mitakides is a financial advisor with Invest Capital Partners, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2018 and has prior experience as a tutor and in legal support roles. Invest Capital Partners provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, offering both discretionary and non-discretionary portfolio management alongside financial planning. The firm integrates portfolio management within a broader financial planning process, utilizing various analytical methods and strategies tailored to client objectives.

Mark Walters is a financial advisor with Invest Capital Partners in Granville, OH, holding a Series 66 designation and 14 years of industry experience. Prior to joining Invest Capital Partners in 2018, he worked at Raymond James and Associates for five years. He serves as the volunteer Vice President of the Denison University Gold Club Association. Invest Capital Partners provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management alongside financial planning, utilizing a range of analytical methods and investment strategies tailored to client objectives.

Vincent Dipietro is a financial advisor with Invest Capital Partners in Springboro, Ohio, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with L.M. Kohn & Company and Private Wealth & Retirement Services since 2011. He is also the president and owner of Private Wealth and Retirement Services Inc., a separate business entity. Invest Capital Partners provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm combines portfolio management with comprehensive financial planning, utilizing methods such as modern portfolio theory, fundamental and technical analysis, and various investment strategies.

Mark Merten is a financial advisor with Invest Capital Partners in Springboro, OH, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He is also president of Merten Capital, LLC, an investment advisory business. Invest Capital Partners provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, offering both discretionary and non-discretionary portfolio management alongside financial planning. The firm uses a range of analytical methods and portfolio strategies within a comprehensive financial planning process.

John Bach Jr. is a CFP® with 18 years of industry experience, currently serving at Invest Capital Partners. His prior roles include positions at L.M. Kohn & Company and Main Street Not Wall Street. He is also the sole managing member of Midwestern Insurance Management, an insurance agency selling health, life, property, and casualty insurance. Invest Capital Partners provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm integrates portfolio management within a broader financial planning process, offering both discretionary and non-discretionary portfolio management alongside stand-alone financial planning.

Curtis Riley II is a financial advisor at Invest Capital Partners with six years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Park Avenue Securities. In addition to his advisory work, he is a pricing manager at Triad Technologies and co-owns two businesses outside the investment field: Arrow Painting and Trifecta Tax Services. Invest Capital Partners provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management combined with comprehensive financial planning, utilizing various analytical methods and tailored client consultations.

Jeffrey Lutz is a financial advisor at Invest Capital Partners with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is involved with Midwestern Wealth Management and serves as an independent insurance agent at Midwestern Insurance Management. Invest Capital Partners provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management combined with financial planning, using a range of analytical methods and investment strategies tailored to each client’s objectives.

Michael Drummond is a financial advisor with Invest Capital Partners in Columbus, OH, holding a Series 66 designation and eight years of industry experience. Prior to joining Invest Capital Partners in 2020, he worked at Raymond James & Associates and Kinross Search Partners, Inc. Invest Capital Partners serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, providing both discretionary and non-discretionary portfolio management along with stand-alone financial planning. The firm combines portfolio management with comprehensive financial planning, employing methods such as modern portfolio theory and fundamental and technical analysis to tailor investment strategies.