Investment Strategy
Apr 2, 2026
Cincinnati OHIO
Meet our team in Cincinnati
In Cincinnati, we pair financial acumen with Midwestern reliability to help you achieve your goals.
Jennifer Sherwood
Executive Director, Team Lead
Kate Donovan Morgan
Managing Director, Market Manager
John Arrowsmith
Managing Director, Head of Investments & Advice
Let’s shape your future in Ohio
We’re here to help you move forward, with guidance tailored to your unique needs.
Connect with our team
Our Cincinnati team does much more than manage wealth; we strive to add value to your life. With a perspective shaped by Ohio’s business landscape and economy, our specialists can work with you to pursue opportunities that match your ambitions and help you realize your full potential. Whether you’re focused on building, preserving or transferring wealth, we’re here to guide you every step of the way, with a uniquely elevated private banking experience built around you.
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Planning and advice that grow with you
Taking a holistic view of your lifestyle and wealth goals, a handpicked team of specialists from across the firm will partner with you to build a comprehensive plan shaped around your unique needs. With a legacy of serving some of the world’s most prominent individuals and families across generations, we can craft strategies informed by data-driven research and a deep understanding of your world. -
Lending strategies shaped around you
Realize your biggest ambitions with our powerful and flexible lending strategies. Whether you’re planning an acquisition, expanding real estate holdings or simply looking to access capital without disrupting your portfolio, we can help you structure credit in a way that supports your vision. -
Investing in your future
At the Private Bank, we help you craft portfolios around what matters most to you. Working closely with you to develop strategies that align with your goals, our approach is built on deep research, access to exclusive opportunities and a clear understanding of your vision. Our experienced specialists can help you invest with purpose and confidence. -
Private banking that’s powerful—and personal
Our private banking clients enjoy unmatched access to our firm’s powerful global resources, as well personalized guidance to help navigate them. For the past seven years in a row, Global Finance Magazine has named us “Best Private Bank in the World” in recognition of our unique dedication to excellence on behalf of every client.**Global Finance Magazine, 2026. Awards or rankings are not indicative of future success or results. Click here to learn more about third-party award selection criteria and other important information.
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Planning and advice that grow with you
Taking a holistic view of your lifestyle and wealth goals, a handpicked team of specialists from across the firm will partner with you to build a comprehensive plan shaped around your unique needs. With a legacy of serving some of the world’s most prominent individuals and families across generations, we can craft strategies informed by data-driven research and a deep understanding of your world.
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Lending strategies shaped around you
Realize your biggest ambitions with our powerful and flexible lending strategies. Whether you’re planning an acquisition, expanding real estate holdings or simply looking to access capital without disrupting your portfolio, we can help you structure credit in a way that supports your vision.
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Investing in your future
At the Private Bank, we help you craft portfolios around what matters most to you. Working closely with you to develop strategies that align with your goals, our approach is built on deep research, access to exclusive opportunities and a clear understanding of your vision. Our experienced specialists can help you invest with purpose and confidence.
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Private banking that’s powerful—and personal
Our private banking clients enjoy unmatched access to our firm’s powerful global resources, as well personalized guidance to help navigate them. For the past seven years in a row, Global Finance Magazine has named us “Best Private Bank in the World” in recognition of our unique dedication to excellence on behalf of every client.*
*Global Finance Magazine, 2026. Awards or rankings are not indicative of future success or results. Click here to learn more about third-party award selection criteria and other important information.
Local Interest
Kate Donovan Morgan has been featured in the Cincinnati Business Courier
In her interview, Kate Donovan Morgan discusses her vision for the Cincinnati market, her approach to building strong client relationships and her passion for supporting local businesses. Learn about Kate’s leadership and the impact she’s making across our Ohio market.
Economy & Markets
Apr 6, 2026
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Philanthropy
Nov 20, 2025
Act now: 3 key steps for your giving before tax changes take effect
Let’s build something lasting—connect with our Private Bank team in Cincinnati today.