Ascent family office support for Alabama, Arkansas, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Mississippi, Missouri (south), New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Vermont, Virginia, Washington D.C. and West Virginia

About our regional office

Each of our clients define success in different ways and have unique goals that drive them. Our Midwest/Eastern Region team works with successful families like yours to identify your distinctive needs, goals and passions, and align around a vision for the future. Then we put the full expertise of our multidisciplinary team of experts behind you to work toward your objectives. As your family’s needs evolve, so will our partnership. We’re built to serve you now and for decades to come.

Meet our Ascent regional team.

Ben Ollendick Ascent Managing Director U.S. Bank

Ben Ollendick

Regional Managing Director

Charlene Altman Ascent Managing Director U.S. Bank.

Charlene Altman

Managing Director, Client Advisory

Patrick Ellefson Ascent Director U.S. Bank.

Patrick Ellefson

Director, Investment Consulting

Justin Felicetta Ascent Managing Director U.S. Bank.

Justin Felicetta

Managing Director, Investment Consulting

Kelly Harvey

Director, Investment Consulting

Peter Hatinen Ascent Managing Director U.S. Bank.

Peter Hatinen

Managing Director, Wealth Strategy

Joe Hinderer Ascent Managing Director U.S. Bank.

Joe Hinderer

Managing Director, Investment Consulting

Allison Kendall Ascent Associate Director U.S. Bank

Allison Kendall

Associate Director, Client Experience

Robert Lambert

Associate Director, Investment Consulting

Mark Moeller Ascent Managing Director U.S. Bank.

Mark Moeller

Managing Director, Investment Consulting

Jesse Obert Ascent Director U.S. Bank

Jesse Obert

Director, Private Banking

Allison Reed Director, Client Advisory

Allison Reed

Managing Director, Client Advisory

Jackson Ronnei Ascent Associate Director, Client Advisory U.S. Bank.

Jackson Ronnei

Associate Director, Client Advisory

Phillip Scherrer

Managing Director, Investment Consulting

Elliott Stapleton

Managing Director, Wealth Strategy

James Sullivan Ascent Managing Director U.S. Bank

James Sullivan

Managing Director, Private Banking

Ascent private capital management services

Services to amplify your impact

From investment management to family office services, from trust and estate services to private banking, we have the expertise and resources you need. Everything we do, from our deeply personal approach to utilizing advanced technology, unlocks new possibilities to generate the greatest impact.

Cincinnati office location

The Ascent team is here to help families like yours sustain wealth across generations and support the people and causes you care about. We look forward to speaking with you about your financial and family legacy goals.

If you don’t see an Ascent office near you please request a call. One of our private capital management professionals would be pleased to assist you.

U.S. Bank Ascent family office location in Cincinnati, Ohio



425 Walnut Street, Suite 2100
Cincinnati, OH 45202

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Start of disclosure content

Investment products and services are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency

U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

Family Office Services are not fiduciary in nature and Ascent serves in a non-fiduciary role when providing these services. Family Office Services may include leadership and legacy consulting services in order to facilitate your self-assessment of family office services issues. Ascent does not engage in the practice of psychology.