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4449 Easton Way
Suite 300
Columbus, OH 43219
Suite 300
Columbus, OH 43219
tel: 614-473-2405
toll free: 866-273-3726
fax: 614-473-2450
toll free: 866-273-3726
fax: 614-473-2450
Group Details
Phil C. Shaffer, CIMA®
Institutional Consulting Director
Managing Director - Investments
Managing Director - Investments
tel: 614-473-2405
toll free: 866-273-3726
fax: 614-473-2450
Professional Details
- Certified Investment Management AnalystSM (CIMA®)
- Investment Management Consultants Association (IMCA)
- Association of Professional Investment Consultants (APIC)
- BA - History with Honors
College of Wooster, 1978 - Financial Services Industry since 1980 and with Graystone Consulting since 1993
Phil C. Shaffer, CIMA® is licensed in the following state(s): AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MI, MN, MO, NM, NV, NY, OH, OR, PA, SC, TX, VA, WI, WV, WY
Michael R. Birgeneau, CIMA®
Institutional Consulting Director
tel: 614-473-2410
toll free: 866-273-3726
fax: 614-473-2450
Professional Details
- MBA - Finance, 1995
University of Maryland - BA - Economics, 1990
Villanova University - Certified Investment Management AnalystSM
Wharton School of Business
University of Pennsylvania - Certificate of Appreciation - Smith Barney
Michael R. Birgeneau, CIMA® is licensed in the following state(s): AZ, CA, CO, DE, FL, IA, IL, IN, KY, MA, MI, MN, MO, NM, NV, OH, PA, SC, TX, VA, WI, WV, WY
Michael Rosloniec, CFA, CFP®, CIMA®
Family Wealth Director
Institutional Consulting Director
Institutional Consulting Director
tel: 616-771-6052
Professional Details
- Chartered Financial Analyst designation (CFA)
- CERTIFIED FINANCIAL PLANNER™ designation (CFP®)
- Certified Investment Management AnalystSM (CIMA®)
- BA - Economics
University of Michigan - MBA - Finance
Grand Valley State University - Financial Services Industry since 1996 and with Graystone Consulting since 2002
- Association of Professional Investment Consultants (APIC)
- Junior Achievement
Instructor - U of M Club of Grand Rapids
Treasurer - Grand Rapids Community Foundation - Social Venture Philanthropy
Leadership Team - West Michigan Planned Giving Group
Member - National Committee on Planned Giving
Member
Chartered Alternative Investment AnalystSM
Financial Planning Specialist Designation
Life and Health Insurance Licensed
Michael Rosloniec, CFA, CFP®, CIMA® is licensed in the following state(s): AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KY, MA, MI, MN, MO, NM, NV, NY, OH, PA, SC, TX, VA, WI, WV, WY
Jennifer K. Hamant, CIMA®
Senior Investment Management Consultant
Financial Advisor
Financial Advisor
tel: 614-473-2408
toll free: 866-273-3726
fax: 614-473-2450
Professional Details
- Financial Advisor with Graystone Consulting since 1998
- Budget Director of Wittenberg University, 1990 - 1998
- Senior Auditor at KPMG, 1986 - 1990
- Bachelor of Arts from Wittenberg University, Ohio, 1986
- Certified Investment Management AnalystSM (CIMA®)
- Association of Professional Investment Consultants (APIC)
- Special Olympics
Fundraising Volunteer
Franklin County, Ohio - Directors for Youth & Family
Columbus, Ohio
Jennifer K. Hamant, CIMA® is licensed in the following state(s): AZ, CA, CO, DE, FL, IA, IL, IN, KY, MA, MI, MN, MO, NM, NV, OH, PA, SC, TX, VA, WI, WV, WY
Cheryl L. Carpenter, CIMA®
Second Vice President - Investments
Financial Advisor
Financial Advisor
tel: 614-473-2466
toll free: 866-273-3726
fax: 614-473-2450
Professional Details
- 2004 - Present: Graystone Consulting
- 1995 - 2004: The Longaberger Company
Director - Strategic Planning & Analysis - 1989 - 1995: SBC Communication
Area Manager - Human Resources / Business Office - Investment Management Consultants Association (IMCA)
- Association of Professional Investment Consultants (APIC)
- Certified Investment Management AnalystSM (CIMA®)
Wharton School of Business
University of Pennsylvania - MBA, 1989
The Ohio State University
The Fisher College of Business
Columbus, OH - BS - Mathematics & Business, 1986
Muskingum College
New Concord, OH - Elected Leadership Columbus, 1992-93
Cheryl L. Carpenter, CIMA® is licensed in the following state(s): AZ, CA, CO, DE, FL, IA, ID, IL, IN, KY, MA, MI, MN, MO, NM, NV, OH, PA, TX, VA, WI, WV, WY
Joe Zarr
First Vice President – Investments
Director - Portfolio Management
Director - Portfolio Management
tel: 614-473-2417
toll free: 866-273-3726
fax: 614-473-2450
Professional Details
- 2008 - Present: Graystone Consulting
- 2006 - 2008: Consulting Group
Senior Portfolio Manager - 1992 - 2006: Meeder Financial
Portfolio Manager – Equity and Fixed Income - 1979 - 1992: E.F. Hutton and Shearson Lehman Hutton
Financial Consultant – concentration on hedging strategies and managing currency risk - MBA – Finance
Miami University - Chartered Market Technician
- Series 3, 7, 8, 24, 63 & 65 Licensed
Joe Zarr is licensed in the following state(s): MI, OH
Joshua M. Beitzel
Institutional Consulting Analyst
tel: 614-473-2426 ext. 8662733726
fax: 614-473-2450
Professional Details
- BA - Business Administration with Honors
Mount Vernon Nazarene University - MBA - Mount Vernon Nazarene University
- Series 7, 66 & 31 Licensed
Brian Miller
Institutional Consulting Analyst
tel: 614-473-2415 ext. 8662733726
fax: 614-473-2450
Professional Details
- BA - Business Economics
The College of Wooster - MBA Candidate
The Ohio State University - Series 7, 66 & 31 Licensed
Michael Stark
Institutional Consulting Analyst
tel: 614-473-2406 ext. 8662733726
fax: 614-473-2450
Professional Details
- BS - Business Administration
The Ohio State University - MBA Candidate
The Ohio State University - Series 7, 66 & 31 Licensed
Sarah Maxim
Registered Associate
tel: 616-771-6032 ext. 8662733726
fax: 616-771-6099
Professional Details
- BA
Western Michigan University - Series 7 & 63 Licensed
Jill L. Shaffer
Group Administrator
tel: 614-473-2412
fax: 614-473-2450
Professional Details
- Series 7,8 and 63 Licensed
Jordan D. Kohley
Institutional Consulting Analyst
tel: 614-473-2496
fax: 614-473-2450
Professional Details
- BS - Financial Management and Mathematics
Hillsdale College - Series 7 Licensed
Mary Deasey
Client Service Associate
tel: 614-473-2425
fax: 614-473-2450
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
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