TFO WEALTH PARTNERS, LLC of MAUMEE, OH is an SEC-registered investment adviser (CRD 124407). Regulatory assets under management: $5.7B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Christopher Edward Erblich | CHIEF EXECUTIVE OFFICER; MANAGER | — |
| Cleves Richard Delp | TRUSTEE | — |
| Brady Michael Fineske | MEMBER; PRESIDENT | — |
| James Robert Herrick | EXECUTIVE VICE PRESIDENT | — |
| Zowe Donya Clark | CHIEF COMPLIANCE OFFICER | — |
| Matthew David Sheridan | CHIEF INVESTMENT OFFICER | — |
| Adele Marie Sobieszczanski | EXECUTIVE VICE PRESIDENT | — |
| MERRILL CHARLES EUGENE | CEO | — |
| KIRLEY TERRI MARRIOTT | MANAGER/CHIEF COMPLIANCE OFFICER | — |
| CARRICO ANDREA SUE | MANAGER; MANAGER, CHIEF COMPLIANCE OFFICER | — |
| COOPER JAMES HUGH | MANAGER | — |
| DELP BRADLEY JOHN | TRUSTEE | — |
| DELP CLEVES RICHARD | MANAGER; MANAGER; TRUSTEE OF MSJMR 2008 IRREVOCABLE TRUST; MANAGING MEMBER (+1 more) | — |
| ERBLICH CHRISTOPHER EDWARD | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CO-TRUSTEE (+8 more) | — |
| SMITH GREGORY R | MEMBER | — |
| SHERMAN DAVID S | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| BOYLE PATRICK WALTER | CHIEF COMPLIANCE OFFICER | — |
| ERBLICH LORRAINE CATHERINE | CO-TRUSTEE | — |
| FINESKE BRADY Michael | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| TRACEY CHRISTOPHER DAVID | CHIEF COMPLIANCE OFFICER | — |
| SOBIESZCZANSKI ADELE MARIE | EXECUTIVE VICE PRESIDENT | — |
| BOWERS ROBERT V | COO | — |
| BOWERS ROBERT VERNON | COO; COO & CHRO | — |
| KRAJCAR DEJAH LEE | CHIEF COMPLIANCE OFFICER | — |
| HERRICK JAMES ROBERT | EXECUTIVE VICE PRESIDENT | — |