CANOPY PARTNERS, LLC of CINCINNATI, OH is an SEC-registered investment adviser (CRD 324812). Regulatory assets under management: $869.0M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Patrick Daniel Hayes | CHIEF COMPLIANCE OFFICER; CHIEF LEGAL OFFICER | — |
| Charles Edward Stutenroth | OWNER & MANAGING PARTNER | — |
| Scott Joseph Mahon | OWNER & PARTNER | — |
| Christopher Lee Baucom | OWNER & PARTNER | — |
| Justine Marie Kidwell | CHIEF COMPLIANCE OFFICER | — |
| Justin Jan Stone | OWNER & PARTNER | — |
| MAHON CYRIL JOSEPH | OWNER & PARTNER | — |
| BAUCOM CHIRSTOPHER LEE | OWNER & PARTNER | — |
| HAYES ZACHARY DANIEL | CHIEF COMPLIANCE OFFICER | — |
| GREEN LESLIE ANN | CHIEF COMPLIANCE OFFICER | — |
| STUTENROTH CHARLES EDWARD | OWNER & MANAGING PARTNER | — |
| STONE JUSTIN JAN | OWNER; OWNER & PARTNER | — |