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

Amanda Morog, CFS®

Coordinator

 

Chad D. Roope CFA ®

Portfolio Manager

Mathew J. Crisci

Investment Assistant

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.

Terms and Conditions | Privacy Policy | Disclosures

Case studies are intended to illustrate the types of financial issues faced by actual clients. They should not be construed as a testimonial for or endorsement of Lineweaver Wealth Advisors. They do not represent the experience of any advisory client. Each client’s situation is different, and their goals may not always be achieved. Lineweaver Wealth Advisors, LLC, is not engaged in the practice of law or accounting. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time.
Nominees in the Top 100 Magazine selections are not required to pay a fee for consideration. Individuals appearing in half and full page editorials, have paid a fee for additional exposure. Candidates for consideration are selected utilizing proprietary software. Top 100 Magazine analyzes the results before making their final selections. Financial Professionals and/or wealth managers must also met the following criteria; 1. Be registered with the SEC as a registered investment advisor or a registered investment advisor representative; 2. Have no more than 1 filed complaint with a regulatory agency; 3.Never been convicted of a felony. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the Financial Professional by any client nor are they representative of any one client's evaluation. Participants for the Top 100 in Finance appearance were reviewed in 2022, and recognized in March of 2023. Lineweaver Financial Group appeared in Money magazine in 2015, Fortune Magazine in 2016, WTAM 1100 in 2018, Forbes in 2020, Channel 5 in 2020, and Top 100 in Finance in 2023.

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