Phone: 513.273.0350

Who We Serve



Mon–Thur, 9:00 am–4:00 pm
Fri, 9:00 am–12:00 pm

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Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

Explore Our Services

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West Chester Township

Discover the CAPTRUST difference when you work with our team of industry experts. Our comprehensive approach offers tailored solutions for your unique challenges, keeping your needs at the forefront. If you’re seeking a best-in-class experience in Cincinnati, Hamilton, or West Chester Township, connect with your local CAPTRUST office today.

Our Team

Joshua S. Haire

Senior Vice President,
Financial Advisor

Bridget E. Mitchell

Senior Financial Advisor

By helping people clarify and articulate their aspirations, we can also help them develop a roadmap that moves them from wherever they are to the place they want to be. This is a process—a journey, really—that we undertake as partners.
Josh Haire


Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.