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513-977-4400
Services
Services Overview
Governance
Consulting
Outsourced CIO
Research
Responsive Investing
Managed Portfolios
Who We Serve
Our Clients
Community Foundations
Healthcare
Higher Education
About Us
Firm Overview
Our Team
Culture
Insights
Publications
Podcast
Videos
Studies
News & Events
News
Events
Forum 2023
Contact Us
William
Hummel
William
Bill
A. Hummel
Senior Vice President, Advisor
Education:
BS in Accounting, Xavier University
Experience:
Fidelity Investments - Retirement Plan Consultant
Presentations:
Physician Management Practice Forum for the Healthcare Financial Management Association (HFMA) - Southwestern Ohio Chapter
National Business Institute (NBI)
Professional Association for Investment Communications Resources (PAICR)
National Business Officers Association (NBOA)
Community Foundations of Butler County
Memberships:
The Northern Cincinnati Foundation
Past Memberships:
Great Miami Valley YMCA - Board of Directors
St. Xavier High School - Investment Committee
Latest Publications
FEG Insight: Community Foundation Survey 2024 Executive Summary
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Second Quarter 2024 Private Capital Quarterly Review
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Research Review: July 2024
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Second Quarter 2024 Market Commentary: The Ten Trillion Dollar Trio
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Research Review: Second Quarter 2024
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Research Review: May 2024
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