J. Jill Cummins | Client Service Specialist
Jill attended Miami University and earned an Associate Degree. She joined Haberer in 1985.

Jill has two children and many hobbies, including marathon running and genealogy. Jill is a member of the Ohio Genealogical Society.

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Irene Dake | Senior Vice President, CCO
Irene has been with Haberer since 1982. Prior to joining Haberer, she was a personnel manager for a pharmaceutical company.

Irene is married with 2 children. When not on the baseball or football fields watching her sons, she enjoys gardening. She is a Board Member for the Athletic Boosters at Harrison High School and she mentors grade school children at Rothenberg Academy.

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Liz Dayter | Associate Wealth Advisor
Liz has been with Haberer since 1989, and was previously employed with General Electric Credit Corp as a loan processing specialist.

Liz is married with 2 grown children. She enjoys baking and going antiquing with her husband, volunteers for the Host Mentoring Program at Rothenberg Academy and is a certified minister of the Women's Afire Organization.

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Scott H. Dooley, CFA | Senior Vice President - Private Client Advisor
Scott is a 1984 graduate of the University of Cincinnati with a BBA in Accounting and Business Administration. Scott has 23 years of financial industry experience and was previously a Mutual Fund Manager, Trust Officer, and Research Analyst with US Bancorp. Scott is a Chartered Financial Analyst and a member of the CFA Institute and the Cincinnati Society of Financial Analysts.

Scott is married with two children and his hobbies are focused on music and sports. He plays lead guitar in two local bands and for his church.

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N. James Downing, Jr. | Senior Vice President - Private Client Advisor
Jim is a graduate of Miami University with a BS in Accounting and an MBA in Finance from Michigan State University. Jim has over 27 years of industry experience.

He is a former Board Member of American Savings Bank in Middletown, Ohio. He was a Board Member and former President of the Cincinnati Chapter of Juvenile Diabetes Research Foundation (JDRF) and is a past President and current member of the Kiwanis Club of Mariemont. Jim has also been a trustee of the Mariemont Preservation Foundation.

Jim is married with three grown children.

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Laurie Draggoo | Receptionist
Laurie has been with Haberer since 1990.

She is married and enjoys watching her daughter demonstrate her gymnastics and ballet talents.

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Edward M. Haberer | CEO - Founder - Private Client Advisor
Ed is a 1966 graduate of the University of Cincinnati with a BS in Industrial Design. Ed founded Haberer in 1977 to focus on investment management for families, closely-held businesses and professional associations. Ed has over 35 years of industry experience.

He has been very involved in the Cincinnati and surrounding communities through various positions with the Arthritis Foundation, Leadership Cincinnati, Greater Cincinnati Chamber of Commerce, Joy Outdoor Education Center, Ensemble Theatre of Cincinnati, Cincinnati Chamber Orchestra, Cincinnati Symphony Orchestra and Ursuline Academy. Ed is currently affiliated with the Rotary Club of Cincinnati.

Ed is married with two grown children.

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Donald L. Keller, Jr. | President - Chief Investment Officer
Don is a 1982 graduate of the University of Cincinnati with a BBA in Finance and Accounting. He also has a MBA in Finance from Xavier University. Don has over 25 years of industry experience and, prior to joining Haberer, was a Senior Vice President/Senior Portfolio Manager for US Bancorp.

Don is married with two children. He likes to golf and garden. Don is a member of the Board and Chairman of the finance committee of Senior Care Corp, a long-term care facility sponsored by the Sisters of Charity. Don is also a member of the finance committee for the following organizations: Our Lady of Lourdes Church, The Athenaeum of Ohio, the Sisters of Charity Ministry Foundation, and The Art Academy of Cincinnati. He is also active with the Rotary Club of Cincinnati.

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Renee Lawson | Administrative Assistant
Renee has been with Haberer since 1998.

Renee is married with one child. She enjoys going to art shows.

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Bruce J. Mason | Vice President - Private Client Advisor & Wealth Planner
Bruce is a 1993 graduate of Michigan State University with a BA in Economics. He also has an MBA in Finance from the University of Cincinnati. Bruce has over 15 years of industry experience and was previously a mutual fund accountant for Provident Bank. Bruce is affiliated with the College of Financial Planning and the Financial Planning Association.

Bruce is married with one child. He is an avid photographer and likes to participate in local photography events.

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Joan A. Mastin | Portfolio Accountant
Joan joined Haberer in 2000 and has over 18 years of industry experience. She was previously employed at Fort Washington Investment Advisors.

Joan is married with one child and her favorite hobby is enjoying the sun - no matter what the season of the year.

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Cindy Meeker | Administrative Assistant - Event Coordinator
Cindy joined Haberer in 1999 and has over 23 years of industry experience. She was previously employed at Spaeth & Batterberry CPAs.

Cindy is married with one child and many hobbies, including crafts and sewing. She spends most of her summers attending her son's baseball games.

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Kristy O'Brien | Vice President - Private Client Advisor
Kristy is a 1992 graduate of Xavier University and earned her BA in Political Science with a minor in Business.  She has over 15 years of industry experience and was previously employed with Lincoln Financial Advisers.  Kristy is a candidate of the College for Financial Planning (CFP) designation.

Kristy is a mentor for the Cincinnati Youth Collaborative and a member of the Hamilton County Women’s Republican Club.

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Jeffrey T. Schneider | Securities Trader
Jeff is a 1982 graduate of Thomas More College with a BA in Business Administration and Mathematics. Jeff has over 21 years of industry experience.

Jeff is married with four children. His family is very sports-oriented. He and his wife spend most of their time coaching their children in soccer, basketball, and baseball. Jeff is also a Kentucky high school basketball official - currently in his 26th year.

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Gregory A. Smith | Senior Vice President & Director of Private Client Services
Greg is a 1987 graduate of Ball State University and earned his MBA from Xavier University in 1993. He has more than 21 years of experience in the financial services industry and was previously employed with Fifth Third Bank as a Senior Vice President in the Investment Advisors Division.

Greg is married with four daughters. He currently serves on the board of Children, Inc., and is a past board member of the Kentucky Symphony Orchestra. Throughout his career, he has been involved in the Greater Cincinnati community in various capacities with the Fine Arts Fund, United Way, the Northern Kentucky Chamber of Commerce, Legacy, the Midwest Benefits Conference and All Saints Church. He was also named to the Business Courier's Forty Under 40 class of 2004.

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JoAnn Schutte | Portfolio Accountant
JoAnn is a 1992 graduate of Spring Hill College with a BS in Finance and Economics and a minor in Computer Information Systems. She has over 12 years of industry experience, all with Haberer.

JoAnn is married with 2 children. She enjoys sports, cooling and all the fun that comes with being a Mom. She is a church and school volunteer and is the school?s PTO Treasurer.

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Peggy D. Wagoner, CPA | Wealth Management Advisor - Director of Compliance
Peggy is a 1974 graduate of Arizona State University and then took accounting courses at University of Alabama in Birmingham.  Peggy has over 25 years of industry experience and was previously an Assistant Trust Officer at Compass Bank.

Peggy is married and enjoys her standard poodle, Lacey.  She plays golf, loves reading and doing projects around the house with her husband.  She is the Treasurer for the Faith Christian Fellowship Church.

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