1375 E. 9th Street, Suite 2880 | Cleveland, Ohio 44114

Advisory Board


Albert Adams is a graduate of Harvard College, Harvard Business School and Harvard Law School. [Read full bio]

Sally Gries is the founder, chairperson and CEO of Gries Financial LLC, a multi-family office and wealth management firm for high net worth clients, foundations and institutions. [Read full bio]

William B. Summers, Jr. was with McDonald Investments Inc. for more than 35 years, serving as Chairman from 1998-2006. [Read full bio]

Thomas J. Graham, MD is a renowned surgeon, healthcare executive, inventor/entrepreneur and author. [Read full bio]

Robert C. Smith is an investment management expert with 40 years of experience in investing, finance, accounting, and business management. [Read full bio]