Truepoint Wealth Counsel Expands Shareholder Group to 40 Employee-Owners

Truepoint Wealth Counsel is pleased to name five new firm shareholders: Josh Borges, Bill Felix, Bridget Hughes, Jordan Patrick, and Michelle Stevens, increasing Truepoint’s shareholder group to 40 employee-owners. 

“Our shareholder group at Truepoint is excited to welcome five more teammates as shareholders in the firm,” said CEO and shareholder Steve Condon. “The shareholder opportunity we provide enables us to attract and retain exceptional talent, which in turn ensures the competence, stability and continuity our clients deserve.” 

Truepoint’s succession plan enables senior team members to become firm shareholders. As the full team has grown to nearly 100 individuals, the shareholder group now comprises more than 40% of the entire team.  

“Our succession plan was crafted with the steadfast goal of upholding Truepoint’s independence and employee ownership,” emphasized Truepoint’s founder and chairman Michael Chasnoff. “And our commitment to this plan for 19 years and counting continues to serve the best interests our clients and our team.” 

In recent years, the wealth management sector has seen numerous independent firms relinquish control to larger external entities, resulting in a dwindling presence of truly independent and locally controlled firms. In contrast to this, Truepoint perseveres in our efforts to remain independent and employee-owned—as well as an employer of choice. 

  • Josh Borges: As a senior manager on our tax team, Josh assists clients with all of their individual tax needs. While working closely with Truepoint advisors, he focuses on completing tax returns and weighing the tax impact of a client’s financial decisions. Josh received his bachelor’s degree in accounting and finance from University of Cincinnati and is a Certified Public Accountant.
  • Bill Felix: Recently promoted as Truepoint’s director of innovation, Bill works throughout the firm to help rationalize, optimize, and automate the firm’s business operations. He uses data and technology to free up team members’ time so they can focus less on repetitive tasks and more on what truly matters–delivering meaningful, personalized service to each of our clients. Bill earned his bachelor’s degree in interdisciplinary business management at Miami University.
  • Bridget Hughes: Bridget oversees Truepoint’s client service activities as the director of the client service team. As team lead, she strives to ensure that Truepoint provides the best possible customer service experience and that its internal processes are efficient and effective. Bridget received her bachelor’s degree in communications from University of Cincinnati.
  • Jordan Patrick: Jordan serves in a dual role as an advisor for Truepoint Wealth Counsel and Commas and believes that advising isn’t just about the numbers; it should instead focus on helping clients feel fulfilled, successful, and at peace. Jordan earned his bachelor’s degree in finance at Georgetown College before going on to receive his MBA in finance and an Executive Certificate in Financial Planning from Xavier University. He is a CERTIFIED FINANCIAL PLANNER™ and is also the first of our Commas advisors to join the firm’s shareholder group.
  • Michelle Stevens: As director of financial planning, Michelle leads the firm’s financial planning team while also guiding clients through the planning process, listening to their dreams and fears, and helping integrate ideas for success. She recently was promoted to this role having served as a senior financial planner on the Truepoint team since 2021. Michelle received her bachelor’s degree in marketing from Ohio University and is a CERTIFIED FINANCIAL PLANNER™.

Truepoint Wealth Counsel is a fee-only Registered Investment Adviser (RIA). Registration as an adviser does not connote a specific level of skill or training nor an endorsement by the SEC. More detail, including forms ADV Part 2A & Form CRS filed with the SEC, can be found at TruepointWealth.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice. The accuracy and completeness of information presented from third-party sources cannot be guaranteed.

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