Sydney Shanks
Operations Specialist
Sydney performs daily account maintenance and reconciliation for our portfolio accounting and trading systems. Prior to joining EBS in 2022, she worked as an Assistant Branch Manager for a local […]
Our People
Courtney E. Stephenson
Senior Associate, Wealth Management
Courtney is responsible for setting up new client accounts as well as ongoing account administration, including tracking capital flows and quarterly report processing. She also serves as a client administrator […]
Robert J. Suttman II, CFA®
Co-Founder
Rob has provided investment and wealth management guidance to clients since 1983. Rob, Ron Eubel and Mark Brady formed EBS in 1993 after working together at a local Dayton firm. […]
Halie B. Thompson
Wealth Management Assistant
Halie supports members of the professional and administrative staff within the Wealth Management Group. She is responsible for performing supportive tasks and assisting with projects throughout the organization. Prior to […]
Dawn Warrick, PHR®
Chief Operating Officer
Dawn is responsible for the day-to-day business operations of EBS as well as the continual development of the firm’s culture and its team members. She is also responsible for overseeing […]
Sophie R. Watts
Assistant Client Associate
Sophie plays a key role in supporting members of the Wealth Management Group and ensuring a warm welcome for all visitors to the firm. Her responsibilities include processing incoming statements […]