TOUCHSTONE ADVISORS - Key Persons


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Discover Touchstone's strategically Exchange Traded Funds (ETFs) featuring U.S. equities and fixed income strategies to help meet your investment goals.

Bradley J. Hunkler - CFO, SVP

Job Titles:
  • Chief Financial Officer
  • Senior Vice President

Brendan M. White

Job Titles:
  • Senior Vice President, Co - Chief Investment Officer

Bruce W. Maisel - Chief Compliance Officer

Job Titles:
  • Chief Compliance Officer

D. Todd Henderson

Job Titles:
  • Senior Vice President & Chief Actuary, Risk and Data Officer

David E. Nevers

Job Titles:
  • Public Relations & Corporate Communications

E. Blake Moore Jr. - CEO, President

Job Titles:
  • Chief Executive Officer
  • President
  • President and Chief Executive Officer of Touchstone Investments, Touchstone Advisors, Inc. and Touchstone Securities, Inc
E. Blake Moore Jr. is president and chief executive officer of Touchstone Investments, Touchstone Advisors, Inc. and Touchstone Securities, Inc. Mr. Moore has overall responsibility for the company's business management and strategy, leading all aspects of distribution, product management, marketing, administration, advisory services and relationship management as well as acquisition activities. Blake Moore is president and chief executive officer of Touchstone Investments, Touchstone Advisors, Inc. and Touchstone Securities, Inc., all based in Cincinnati. He has overall responsibility for the company's business management and strategy, leading all aspects of distribution, product management, marketing, administration, advisory services and relationship management as well as acquisition activities. His experience in the financial services industry dates to 1993. Prior to joining Touchstone in 2020, Mr. Moore served as president of North American Asset Management at Foresters Financial, where he had responsibility for all asset management and related businesses. Before Foresters, Mr. Moore served as managing director and head of the Americas region for UBS Global Asset Management, a firm with over $600 billion in assets under management. He has also held senior executive positions at Mackenzie Investments, where he served as executive vice president and head of distribution, and Allianz, where he served as chief executive officer of Allianz Global Investors Distributors and Allianz Global Investors Fund Management. He earned a bachelor's degree from the College of Wooster, where he currently serves on the board of trustees. He earned his law degree from Harvard Law School after playing six seasons in the National Football League with the Cincinnati Bengals and the Green Bay Packers.

Eastman Kodak

Job Titles:
  • Education

Eric J. Walzer

Job Titles:
  • Managing Director, Investment Operations

Gerald J. Ulland - CFO

Job Titles:
  • Chief Financial Officer

James C. Hale

Job Titles:
  • Chairman & Founder / CS Advisors LLC / Founder, Former Chief Executive Officer, Managing Partner Emeritus and Senior Advisor

James J. Fitzgerald - CIO, SVP

Job Titles:
  • Chief Information Officer
  • Senior Vice President

James J. Vance

Job Titles:
  • Senior Vice President, Co - Chief Investment Officer

James K. Risk, III

Job Titles:
  • President & Chief Executive Officer / Kirby Risk Corporation

Jill T. McGruder

Job Titles:
  • Senior Vice President & Enterprise Chief Marketing Officer

John F. Barrett - CEO, Chairman, President

Job Titles:
  • Chairman
  • Chairman of the Board
  • Chief Executive Officer
  • President
  • Our Chairman, President & Chief Executive Officer
Beginning in 1987 as its Chief Financial Officer, John F. Barrett has more than 30 years of leadership tenure with Western & Southern Financial Group. In addition to his top executive responsibilities, he actively serves in key leadership roles with local and national companies, organizations and educational institutions. John Barrett has been a prominent leader not only in the development of downtown Cincinnati but also for numerous civic causes that drive continual improvement of our community in areas such as health care, cancer research, arts and education. As Chairman, President and Chief Executive Officer of Western & Southern Financial Group (Western & Southern), John Barrett serves on a wide range of boards and is highly active in the business and non-profit communities. He joined Western & Southern in 1987 as its Chief Financial Officer. He was named President in 1989, Chief Executive Officer in 1994 and Chairman in 2002. Under his guidance, Western & Southern has become a recognized leader in consumer and business financial services, providing life and health insurance, annuities, mutual funds, investment management, financial planning and retirement solutions through its member companies. John Barrett serves on the board of directors of Cintas Corporation with past board memberships that include The Andersons, Inc., Cincinnati Bell, Convergys Corporation, Fifth Third Bancorp and Touchstone Investment Trusts. He is a director and past chairman of the American Council of Life Insurers, a member of The Business Roundtable, a member of The Financial Services Roundtable, and a trustee for Americans for the Arts. John Barrett also serves as a member of the Board of Overseers for the Hoover Institute at Stanford University. He is past president of the Association of Ohio Life Insurance Companies and a member and past chairman of the Ohio Business Roundtable. A very active leader in the rejuvenation of downtown Cincinnati, John Barrett launched the United Way Women's Leadership Council to increase giving among top female contributors. He also founded The Herbert R. Brown Society in Cincinnati to encourage greater African American engagement with the local United Way. Dozens of Cincinnati area organizations and community causes benefit from John Barrett's civic leadership. Currently, he is spearheading a $105 million fundraising campaign to help the University of Cincinnati's Barrett Cancer Center and other members of the Cincinnati Cancer Consortium pursue National Cancer Institute designation for cancer research excellence.

John F. O'Connor - Managing Director

Job Titles:
  • Head of Business Development
  • Managing Director

John P. Zanotti

Job Titles:
  • Chairman / Integrated Media Technologies, Inc. ( Los Angeles, California )

Jonathan D. Niemeyer - Chief Legal Officer, SVP

Job Titles:
  • Chief Administrative Officer
  • General Counsel
  • Senior Vice President

Julie Morse - CMO, SVP

Job Titles:
  • Head of Marketing
  • Senior Vice President
  • Media Inquiries
Julie Morse is senior vice president, head of marketing. Julie and her team are responsible for developing and executing the overall marketing strategy for Touchstone Investments. She works closely with all areas of the firm to develop strategies that drive sales and profitable growth of the business.

Kevin L. Howard

Job Titles:
  • Deputy General Counsel

Linda M. Lake

Job Titles:
  • Senior Vice President, Human Resources

Lisa B. Fangman

Job Titles:
  • Senior Vice President, Insurance Operations

Lombard Odier

Job Titles:
  • Investment

M. Robert Maeder

Job Titles:
  • Managing Director, Co - Head of Private Equity

Maribeth S. Rahe - CEO, President

Job Titles:
  • CEO
  • President
  • President and Chief Executive Officer of Fort Washington Investment Advisors, Inc
Maribeth S. Rahe is President and Chief Executive Officer of Fort Washington Investment Advisors, Inc., a wholly owned subsidiary of Western & Southern Financial Group, based in Cincinnati, Ohio. Prior to joining Fort Washington, Rahe was President and a board member of the United States Trust Company of New York. Additionally, she has served as Vice Chair of the board of The Harris Bank in Chicago and has held various positions at JPMorgan in London and New York. A native of Chicago, Rahe is a graduate of Bowling Green State University in Bowling Green, Ohio. She was also a Ph.D. candidate at The Ohio State University in Columbus, Ohio, and earned her Masters of Business Administration in International Management with honors from Thunderbird School of Global Management in Glendale, Arizona.

Martin W. Flesher

Job Titles:
  • Managing Director, Business Development & Relationship Management

Mary Mock - SVP

Job Titles:
  • Senior Vice President
  • Senior Vice President and Head of Distribution
Mary Mock is senior vice president and head of distribution for Touchstone Investments. In this role she is responsible for developing and executing on Touchstone's overall sales strategies and directing all external sales activities.

Nicholas P. Sargen

Job Titles:
  • Senior Economic Advisor

Paine Webber

Job Titles:
  • Education

Paul B. Moore - SVP

Job Titles:
  • Chief Customer Officer
  • Senior Vice President

Phillip R. Cox

Job Titles:
  • President & Chief Executive Officer / Cox Financial Corporation ( Cincinnati, Ohio )

Richard "Crit" Thomas

Job Titles:
  • Global Market Strategist
Richard "Crit" Thomas, CFA, CAIA is global market strategist responsible for examining and evaluating economic conditions, generating insights and providing a sharpened perspective on investment strategies.

Robert B. Truitt

Job Titles:
  • Co - Founder, President & Chief Executive Officer Ash Access Technology, Inc.

Rodrick Snyder

Job Titles:
  • Audit

Stephen A. Baker

Job Titles:
  • Managing Director, Co - Head of Private Equity

Stephen G. Hussey

Job Titles:
  • Senior Vice President, Compensation & Benefits

Terrie A. Wiedenheft

Job Titles:
  • Senior Vice President, Business Unit Support and Execution

Thomas L. Williams

Job Titles:
  • President & Chief Executive Officer / North American Management and Development Company ( Cincinnati, Ohio )

Timothy D. Paulin - SVP

Job Titles:
  • Senior Vice President
Timothy Paulin, CFA is senior vice president, investment research and product management. He and his team are responsible for product development, enriched portfolio construction and identifying, engaging and monitoring asset managers that sub-advise current and prospective Touchstone mutual funds and ETFs.

Timothy S. Stearns - Chief Compliance Officer, VP

Job Titles:
  • Chief Compliance Officer
  • Vice President

Todd A. Lee

Job Titles:
  • Marketing & Digital Center of Excellence

Tracey M. Stofa

Job Titles:
  • Managing Director, Head of Private Client Group

Travis D. Schraffenberger

Job Titles:
  • Marketing Support & Execution

Wade M. Fugate

Job Titles:
  • Controller