Investment Committee

COMMITTEE MEMBERS
 

James S. Lineweaver, CFP ® AIF ®

President, CEO and Financial Consultant

Jerry Herman, MBA, CFA®

Consultant/ Portfolio Manager

 

Jerome Sheehan, MBA, CFA®

Consultant/ Portfolio Manager

Travis Dragan, CFA®, FRM, CMT

Portfolio Manager

 

Preston Ptak, MBA

Financial Analyst

Amanda Morog, CFS®

Investment Coordinator

 

 

Lineweaver Wealth Advisors Investment Committee

The Investment Committee is composed of 6 experienced financial professionals - including 3 CFAs® - with over 100 years of combined experience. The committee constructs, implements, and oversees all investment strategies, and is responsible for fundamental research, security selection, performance monitoring, and asset allocation decisions.

Lineweaver Wealth Advisors Investment Process

Our unique 9-step investment process combines a top-down and bottom-up approach. From a top-down perspective, our Investment Committee’s economic outlook and financial market expectations influence asset allocation and sector weighting decisions. From a bottom-up perspective, rigorous due diligence and fundamental research drives our individual security and manager selection. This hybrid approach provides our clients with multiple potential drivers of outperformance.

The Lineweaver Difference

Throughout our investment process we serve our clients above all else. By using the unique mix of tools, platforms, and strategies available to us as an Independent Advisory Firm, we’re able to customize advanced solutions for our private clients to help them achieve their financial goals. In addition to our core holding strategies, we can provide and customize additional strategies, via our Core Plus Equity Strategy, Dividend Focused Strategy, and Income-Focused Strategies.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER (tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The Chartered Financial Analysis (CFA,®) Program bridges current practice, investment theory, and ethical and professional standards to provide investment analysis and portfolio management skills. Candidates are required to pass three levels of exams that cover areas such as accounting, economics, ethics, money management, and security analysis. The Chartered Financial Analysis (CFA,®) Program bridges current practice, investment theory, and ethical and professional standards to provide investment analysis and portfolio management skills. Candidates are required to pass three levels of exams that cover areas such as accounting, economics, ethics, money management, and security analysis. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER (tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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