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The Evelo/Singer/Sullivan Group

Private Wealth Advisors

SCRIPPS CENTER

312 WALNUT STREET, SUITE 2400

CINCINNATI, OH 45202

513.579.3889

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Team

About us

THE EVELO SINGER SULLIVAN GROUP

Founded in 1991 in Cincinnati, Ohio, The Evelo/Singer/Sullivan Group is a nationally recognized private wealth management team focused on serving the needs of a select group of corporate executives, entrepreneurs, ultra-high-net-worth families, foundations and endowments. Our team of 23 professionals, works closely with our clients to developed customized financial strategies designed to manage risk in the present, address personal goals throughout life, and preserve wealth for future generations. We combine the personal attention and professional focus expected from a boutique operation with the intellectual capital and vast capabilities of a global financial services enterprise.

Our group understands that wealth is not an end in itself. We believe wealth creates opportunity, and is a means by which you can fulfill your desires.

A DISTINGUISHED ADVISORY TEAM

Our team holds an unwavering belief that only when we offer exceptional advice and service to our clients can our own success follow. The national accolades we have received are a reflection of our dedication to serving the needs of our valued clients.

  • On July 4, 2015, Barron’s profiled our group in the article, “Three Top Advisor Teams Win for Their Clients.” This article is a direct reflection of the depth of knowledge, dedication and service level each team member contributes to move client families toward their personal wealth objectives and aspirations.
  • Three of the team’s principals, who have worked together for more than a quarter century, are nationally recognized as leading financial advisors. Joe, David and Linnell each hold the distinction of being named to Barron’s list of “America’s Top 1200 Financial Advisors.”

The cornerstone of our business is the power of relationships. Many of our clients have worked with us for decades because we understand the nuanced requirements and the inherent complexity that exceptional wealth can involve.

Our group brings both the wisdom of experience and the energy of youth. We develop our own people, ingraining the skills and reliability on which we have built our team’s foundation. The longevity and cohesiveness of our team illustrates our sound ability to offer sophisticated financial analysis and individualized investment implementation across multiple generations

MULTI DISCIPLINARY IN OUR OFFERINGS

We recognize that each client we advise has very personal and unique set of needs and desires. Our group’s scope and scale enable us to offer a broad range of strategies and services as part of a cohesive investment and financial strategies that integrates all facets of one’s wealth.

  • Net worth analysis and wealth allocation framework
  • Asset management with cash flow budgeting
  • Liability restructuring and lending through Bank of America, N.A
  • Predictive modeling to match assets to well-defined objectives
  • Concentrated position strategies (e.g. stock options, restricted stock, private ownership>
  • Tax-minimization strategies
  • Trust and estate planning services
  • Intergenerational wealth transfer strategies and family dynamics
  • Philanthropic and charitable giving
  • Insurance and risk management review

Although the clients who engage us are already successful and established, we have found that many times their assets and liabilities are not optimally positioned. We identify overlooked opportunities and uncover tax, investment and fee inefficiencies to customize investment and financial strategies with the aim of preserving and perpetuating wealth. Our clients rely on us to manage their financial lives, so that they have more time to pursue the lifestyle that befits their true passions.

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1Source: Barron’s “America’s Top 1,200 Advisors: State-by-State” list, March 7, 2016. For information about the selection criteria, go to Barron’s Top Financial Advisors page. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved: Years prior to 2014, this Barron’s list consisted of 1,000 advisors.

2Source: Barron’s “Three Top Advisor Teams Win for Their Clients,” July 4, 2015. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

CRPC®and Chartered Retirement Planning CounselorSMare registered service marks of the College for Financial Planning.

AWMA® and Accredited Wealth Management AdvisorSMare registered service marks of the College for Financial Planning.

Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management consultants.

Meet the team

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Joseph Evelo

Managing Director

Private Wealth Relationship Manager

513.579.3888

513.579.3888

joseph_evelo@ml.com

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David Singer, CFA®

Managing Director

Intl Private Wealth Advisor

513.579.3889

513.579.3889

david_singer@ml.com

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Linnell Sullivan

Managing Director

Senior Financial Advisor

513.579.3890

513.579.3890

linnell_sullivan@ml.com

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Kevin Bruegge

Managing Director

Private Wealth Advisor

513.579.3897

513.579.3897

kevin_bruegge@ml.com

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Jamie Morgan, CFP®, CRPC®

Senior Vice President

Wealth Management Advisor

513.579.3883

513.579.3883

jamie_morgan@ml.com

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Casey Marsh, CFP®

Senior Vice President

Private Wealth Advisor

513.579.3885

513.579.3885

casey.marsh@ml.com

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Braden Martini, CFP®

Assistant Vice President

Private Wealth Analyst Investments

513.579.3893

513.579.3893

braden_martini@ml.com

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Steve Claar, CFA®

Assistant Vice President

Private Wealth Analyst Investments

513.579.3881

513.579.3881

steven_claar@ml.com

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Meet the team

Joseph Evelo

Managing Director

Private Wealth Relationship Manager

513.579.3888

513.579.3888

joseph_evelo@ml.com

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David Singer, CFA®

Managing Director

Intl Private Wealth Advisor

513.579.3889

513.579.3889

david_singer@ml.com

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Linnell Sullivan

Managing Director

Senior Financial Advisor

513.579.3890

513.579.3890

linnell_sullivan@ml.com

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Kevin Bruegge

Managing Director

Private Wealth Advisor

513.579.3897

513.579.3897

kevin_bruegge@ml.com

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Jamie Morgan, CFP®, CRPC®

Senior Vice President

Wealth Management Advisor

513.579.3883

513.579.3883

jamie_morgan@ml.com

Add to address book

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Casey Marsh, CFP®

Senior Vice President

Private Wealth Advisor

513.579.3885

513.579.3885

casey.marsh@ml.com

Add to address book

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Braden Martini, CFP®

Assistant Vice President

Private Wealth Analyst Investments

513.579.3893

513.579.3893

braden_martini@ml.com

Add to address book

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Steve Claar, CFA®

Assistant Vice President

Private Wealth Analyst Investments

513.579.3881

513.579.3881

steven_claar@ml.com

Add to address book

Read Bio