Resources & Tools

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Investment Management Partners

Huntington Trust
Simon P. Werle, Vice President, Wealth & Investment Team Leader

KeyBank
Rita Ontko, Investments

Farmers National Bank
David Dastoli, Portfolio Manager

PNC Institutional Asset Management
Myra Vitto, Investment Advisor

Wells Fargo Advisors
Daniel F. Aulizia II, Vice President, Investment Officer

Institutional Investment Consulting Partner

Clearstead
Mike Shebak, Senior Managing Director

Finance and Investment Committee

James Baker
Retired, KeyBank Private Bank

Sam Fries, CPA
Manager, Schroedel, Scullin & Bestic

Ned Gold
Attorney, The Gold Law Firm

Jeffrey Heintz
Attorney, Manchester, Newman & Bennett

Matthew Morgan
Vice President/Investments, Stifel Nicolaus

David Potter
Retired, Huntington National Bank Trust

Ted Stazak, CFP, AAMS
Financial Advisor, Edward Jones

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