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Bios
Nathan A. Bishop, CFA | Senior Portfolio Manager
Nate is a 2000 graduate of Morehead State University with a BBA in Finance and later earned his MBA in 2002, also from Morehead State University. Nate has eight years of financial industry experience, and prior to joining Haberer, was a Senior Portfolio Manager for U.S. Bank. Nate received the Chartered Financial Analyst designation in 2007. He is currently a member of The CFA Institute and the CFA Society of Cincinnati.
Nate is married and enjoys playing tennis and golf.
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Adonis Caneris, Esq. | Vice President & Senior Wealth Management Advisor
Adonis is a graduate of the University of Cincinnati where he earned a BA in History from the College of Arts and Sciences, a JD from the College of Law, and a Master’s in Tax from the College of Business Administration. He has over 14 years of experience in the financial services industry with a focus on tax and wealth planning for high net worth individuals. Prior to joining Haberer, Adonis served as a practicing attorney, trust officer, and a tax manager at a national public accounting firm. Adonis is licensed to practice law in Ohio and is a member of the Cincinnati Bar Association.
Adonis is married and enjoys spending time with his 3 children.
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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. He is also a Board Member of the Boys & Girls Clubs of Clermont County.
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. He is a volunteer musician at Eastside Christian Church. Scott has been with Haberer since 1995.
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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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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, Cincinnati, OH where she earned her BA in Political Science and minor in business. With over 15 years of experience in the financial industry, Kristy has worked with well-known industry leaders such as Lincoln Financial Advisors as a financial planner and registered representative, as well as Fidelity Investments as a 401k specialist.
Kristy is a candidate for the Certified Financial Planning designation through the American College. She is a former treasurer of her condominium association and currently sits on the association's finance committee. She also serves as a mentor for the Cincinnati Youth Collaborative and is 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 is a member of the Financial Planning Association and has more than 21 years of experience in the financial services industry. Prior to joining Haberer, Greg served as Senior Vice President in the Investment Advisors Division of Fifth Third Bank.
Greg is married with four daughters. He currently serves on the board of Children, Inc. and the Children, Inc. Foundation. He is also a current member of the Leadership Cincinnati Steering Committee and is a past board member of the Kentucky Symphony Orchestra. Throughout his career, Greg has been involved in the Greater Cincinnati community in various capacities with Leadership Cincinnati, the Fine Arts Fund, United Way, the Northern Kentucky Chamber of Commerce, Legacy, the Midwest Benefits Conference, the First Tee and All Saints Church. In addition, he was named to the Business Courier's Forty Under 40 class of 2004 and named a Cincinnati Magazine Five Star Wealth Manager in 2008.
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Peggy D. Wagoner, CPA | 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 and volunteers for the Eve Center, a women's ministry.
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