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HAMBLETON FIELER WEALTH PARTNERS

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At Hambleton Fieler Wealth Partners headquartered in Cincinnati, we have spent years cultivating meaningful and lasting relationships with each one of our clients. Our approach to wealth management is centered around transparency and honesty, which is highly tailored to each client’s unique needs. As a team we take pride in understanding the goals and needs of our each of our clients.  We design and execute a plan that is rooted in sound financial discipline — aligned to the over-arching goal of capital preservation for the wealth our clients have created — while providing a diversity of opportunities to grow that wealth in the future.

With over 75 combined years of experience in wealth management, our team has developed a deep and successful approach and practice – a practice focused on working with retirees and their families. We help navigate the uncertainties associated with retirement planning by connecting with our clients on a personal level.

Being a part of Rockefeller provides us with the opportunity to offer our clients unparalleled service, access to uncommon investment opportunities, a seamless digital platform, and premier lifestyle advisory partners.

HAMBLETON FIELER WEALTH PARTNERS

(513) 964-5010

3825 Edwards Road
Suite 630
Cincinnati, OH 45209

“For me, excellent client service is a function of strong, honest, and transparent relationships – our clients trust us and our advice, because they trust us as human beings.”

Ross Hambleton, CFP®, Private Advisor, Managing Director, Partner of Hambleton Fieler Wealth Partners

​

Founded in 1977, our team’s standards for services are the same standards established by the Rockefeller family legacy and the guardians who have so skillfully helped it thrive through seven generations and counting.

ROSS J. HAMBLETON, CFP®

Private Advisor, Managing Director
Partner of Hambleton Fieler Wealth Partners
RHambleton@rockco.com
(513) 964-5020

Biography +

MICHAEL J. FIELER, CFA

Private Advisor, Managing Director
Partner of Hambleton Fieler Wealth Partners
MFieler@rockco.com
(513) 964-5021
Biography +

MATTHEW HAMBLETON, CRPC®

Private Advisor, Managing Director
Partner of Hambleton Fieler Wealth Partners
MHambleton@rockco.com
(513) 964-5022
Biography +

ANDREW T. SULLIVAN

Private Advisor, Vice President
Partner of Hambleton Fieler Wealth Partners
ASullivan@rockco.com
(513) 964-5023
Biography +

BRIAN M. SULLIVAN

Private Advisor, Associate Vice President
BSullivan@rockco.com
(513) 964-5018
Biography +

CARRIE M. THOMAS, CFA

Team Chief Investment Officer, Vice President
CThomas@rockco.com
(513) 964-5024
Biography +

MARGARET A. HAWK, CRPC®

Team Chief Operating Officer, Vice President
MHawk@rockco.com
(513) 964-5025
Biography +

MARY C. MAUDLIN

Lead Administrative Partner
MMaudlin@rockco.com
(513) 964-5026
Biography +

LAUREN DIFIORE

Client Service Associate
LDiFiore@rockco.com
(513) 964-5009
Biography +

ROSS A. HAMBLETON

Client Associate
RAHambleton@rockco.com
(513) 964-5011
Biography +

DASHA WEIDUS

Client Associate
DWeidus@rockco.com
(513) 964-5014
Biography +

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A leading private wealth practice...
Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax, & Legal Advisor Coordination

We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax, & Legal Advisor Coordination

We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

merged with holistic advisory and family office services.
The Rockefeller difference is our combination of holistic and specialized services, designed to complement customized wealth planning and advisory.
  • Investment Advisory
  • Wealth Advisory
  • Family Office Solutions
  • Strategic Client Solutions
  • Trustee Services and Estate Planning
  • Philanthropic Advisory

Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.

Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.

Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.

  • Differentiated, independent advice for entrepreneurs and business owners
  • Execution across private and public companies owned or operated by our clients
  • Mergers, acquisitions, divestitures, capital raises
  • Real estate advisory
  • Sports franchise advisory

Rockefeller Asset Management offers equity and fixed income strategies across active, multi-factor passive, and thematic approaches that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture. Drawing on the intellectual capital built over the past 40 years, Rockefeller Asset Management offers investment solutions integrating ESG research and a constructive engagement approach.

Equity Strategies
  • We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.
Fixed Income Strategies
  • We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework.

We are pleased to offer our clients and their families special access and privileges through a handful of thoughtfully vetted and selected partners – each preeminent providers in their respective fields – providing highly personalized support on how to simplify, navigate, and elevate modern life.

Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients

Private Health Advisory
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.

Personal Security
• A total security solution tailored to each client and location, assessing their needs and goals.

Emergency Travel Services
• The world's leading organization providing medical, security, evacuation, travel risk and crisis management services.

Art Advisory
• With access to specialists in art and collectibles globally, experts will provide guidance through the sales and acquisition process.

Next Gen Advisory
• Career and life coaching for emerging professionals, as well as health and wellness resources for young adults.

Elder Care
• A unique benefit that can help with everything related to aging, elder care or special needs.

Virtual Specialty Care
• A virtual specialty care platform that leverages sophisticated technology to curate access to a network of leading doctors across 48 US hospitals for expert insights on specific health concerns.

Once in a Lifetime Experiences
• Almost any “bucket list” wish can be fulfilled for Rockefeller clients with VIP-savvy concierge experts who can pave the way to once-in-a-lifetime experiences, whether meeting global stars, participating in iconic events, or realizing other long-held dreams.

Unique Travel Experiences
• A leading travel concierge service that offers exclusive planning and booking for Rockefeller clients seeking unforgettable vacations. Clients have access at member-only rates to unique settings and destinations with family privileges.

Purpose-Driven Wine Platform
• A leading wine-appreciation platform offering a single source for Rockefeller clients interested in fine wines, insider offers and access to unique experiences. Clients can obtain allocated, reserve, library and collector-level wines. Through the Rockefeller Live Well Do Good Membership Program, a portion of profits go to support The Ocean Foundation.

Cyber Security
• An exclusive boutique company with a proven history of providing elite cyber-protection services for all digital security needs of individuals and their families to eliminate the risk of cyberattacks.

“Since the early 1990s I have witnessed a lot of change in retirement wealth planning, however one thing that has remained constant is our team's service and dedication to the clients we serve.”
Michael Fieler, CFA, Private Advisor, Managing Director, Partner of Hambleton Fieler Wealth Partners
“Being a part of Rockefeller Capital Management allows us to leverage the resources and the capabilities of a globally known and respected firm while remaining constantly connected to our clients, ready to serve their day to day needs.”
Matthew Hambleton, CRPC®, Private Advisor, Managing Director, Partner of Hambleton Fieler Wealth Partners
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Rockefeller Capital Management Expands Presence in Texas, Welcomes First Austin-Based Private Advisor Team
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Rockefeller Capital Management Welcomes The Maxwell Group, of The Woodlands, TX, to its Rockefeller Global Family Office
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Rockefeller Asset Management Expands Team to Scale Existing Capabilities and Position Growth Centered on Strategic Partnerships
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Rockefeller Capital Management Welcomes the Mooney Stanley Group, of Pepper Pike, OH, to its Rockefeller Global Family Office – Expanding Presence in Midwest
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

Rockefeller Financial LLC is a broker-dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC);Member Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC). Rockefeller Financial LLC is not a bank. Where appropriate, Rockefeller Financial LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Rockefeller Financial LLC are not FDIC insured, may lose value, are not bank guaranteed, not a bank deposit, and not otherwise insured by any federal government agency.

Investing involves risk, including the possible loss of principal. Past Performance is no guarantee of future results and no investment or financial planning strategy guarantees profit or protection.

Rockefeller Capital Management LLC and its affiliates do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
ROSS J. HAMBLETON, CFP®

ROSS J. HAMBLETON, CFP®

Private Advisor, Managing Director, Partner of Hambleton Fieler Wealth Partners

 

Ross focuses on working with high net worth individuals and their families to understand their financial goals and implement a tailored wealth management plan. He helps clients in identifying and prioritizing personal and financial goals – including investments, wealth transfer, estate planning services and retirement income.

Ross began his career in the financial services industry in 1998 after receiving his Bachelor of Science in business administration from Miami University in Oxford, OH. He has earned the CERTIFIED FINANCIAL PLANNER certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

Ross lives on the western side of Cincinnati in Bridgetown with his wife and four children. Ross is proud to participate in numerous fund raising activities, including events for the Alzheimer’s Association of Greater Cincinnati.

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MICHAEL J. FIELER, CFA

MICHAEL J. FIELER, CFA

Private Advisor, Managing Director, Partner of Hambleton Fieler Wealth Partners

 

Mike is a proud alumna of Elder High School and Brown University, graduating from the later in 1992 with a degree in Business Economics. Returning to his hometown of Cincinnati to embark on a career in Finance, Mike spent a year with Norwest Financial in a bank training program. In 1993, Mike was fortunate to connect with Ross Hambleton Sr. Ross was a sole practitioner with Shearson Lehman and his practice had been experiencing strong growth as his focus shifted to financial planning for retirees, predominately from Procter & Gamble. Shortly after Mike joined the practice in May of 1993, Procter & Gamble announced a global effort (SGE) to streamline work processes and reduce nonvalue-added expenses. As a consequence, many Procter & Gamble employees accepted early retirement packages leading to more growth for the practice. By 1999, Mike attained his Chartered Financial Analyst (CFA) designation achieving his goal to broaden his financial knowledge and portfolio management experience. In 2020, along with his current business partners, Mike moved their wealth management practice to Rockefeller Capital Management after spending the previous 14 years at Merrill Lynch. Today, Mike continues to help the team with its asset allocation construction and investment models. However, his primary concentration is to provide clients with holistic advice by developing and maintaining a comprehensive financial plan that addresses their unique financial goals. 

Mike is married and his wife Gina is a RN working at the Northern Kentucky University. They have a son and two daughters. Mike stays engaged in his community by serving on the board of the Literacy Network of Greater Cincinnati and as a committee member of the Elder High School Classic Outing. 

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MATTHEW HAMBLETON, CRPC®

MATTHEW HAMBLETON, CRPC®

Private Advisor, Managing Director, Partner of Hambleton Fieler Wealth Partners

 

Matthew works with high net worth retirees on their investment plan, distribution and income planning, and helping to ensure their retirement objectives are met through a customized financial plan.

Matthew started his career in the investment industry in 2003 and has been a part of the tremendous changes that the industry has undergone. What separates Matthew and the team apart is their commitment to remaining proactive and dynamic when it comes to working with clients and building their wealth management strategies.

In 2002 Matthew graduated with a B.S. in business from the Indiana University Kelly School of Business. He joined The Hambleton Fieler Group at Smith Barney in 2003 after graduating. The team went on to Merrill Lynch Wealth Management in 2006 and joined Rockefeller in 2021. Matthew received his Chartered Retirement Planning Counselor designation from the College for Financial Planning in 2008.

Matthew lives in Mount Lookout with his wife and their three kids. In his free time, Matthew enjoys playing golf, biking, and spending time with his family. He serves on the board of Cincinnati Alzheimer’s Association, Xavier University’s Executive Mentorship program, and Elder High School Golf Classic.

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ANDREW T. SULLIVAN

ANDREW T. SULLIVAN

Private Advisor, Vice President, Partner of The Hambleton Fieler Group

 

Andrew takes pride in working with clients to help develop a personalized and comprehensive wealth management strategy or “retirement roadmap”. He works closely with families to help ensure their financial strategy is designed to achieve their personal and financial objectives. He couples the client’s investment management and risk tolerance with their overall financial strategy while structuring their cash flow to help minimize taxes over their lifetime.

Andrew takes the time to develop meaningful and long-lasting relationships with his clients. He focuses on the ever-changing global economy and prides himself on remaining dynamic as well as proactive for his clients. He is dedicated to helping his clients achieve success.

Prior to joining The Hambleton Fieler Group in May 2011, Andrew was an Internal Wholesaler at Fifth Third Asset Management.

Andrew graduated with a B.S. in business administration from the University of Dayton in 2009. He is actively involved in Xavier University’s Executive Mentorship program and the Greater Cincinnati’s Alzheimer’s Association Chapter.  Andrew is a Cincinnati native and currently resides in Western Hills with his wife and two sons. Outside of spending time with family and friends, Andrew enjoys traveling and playing golf.

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CARRIE M. THOMAS, CFA

CARRIE M. THOMAS, CFA

Team Chief Investment Officer, Vice President

 

Carrie joined The Hambleton Fieler Group in November of 2013 to help further strengthen the team’s investments research capabilities and to provide portfolio management, proprietary model and asset allocation support. Since then her responsibilities have grown to include securities research, enhanced client reporting, investment opportunities sourcing, performance evaluation and core trading activities. Carrie thoroughly enjoys her responsibilities and takes pride in expanding her securities knowledge. She earned the Chartered Financial Analyst designation in August of 2017.

Carrie is dedicated to her fiduciary responsibilities, professional ethics, analytical skill, and investment management development.

Carrie graduated from Michigan State University with a Bachelor of Science in chemistry in 2004. She went on to pursue her graduate studies at Xavier University and discovered her passion for investments while co-managing the Xavier University Student Bond Fund. Upon graduating from Xavier University in 2011 with her MBA and concentration in Finance, she joined the Investment Management Group at Fifth Third Bank as a senior associate to provide portfolio management support. She joined The Hambleton Fieler Group in 2013 to strengthen the team’s core investment activities, trading responsibilities and research capabilities.

In her spare time, Carrie enjoys exploring the niches of the city, attending local community events, working on home improvement projects and spending time with her family and friends. An avid Spartan football fan, Carrie spends several weekends in East Lansing each fall. She enjoys working with Shared Harvest, a local foodbank, and volunteering for the Toys for Tots gift wrapping drive each holiday season.

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MARGARET A. HAWK, CRPC®

MARGARET A. HAWK, CRPC®

Team Chief Operating Officer, Vice President

 

Margaret graduated from Denison University with a Bachelor of Arts in Economics in 2014. Post-graduation she began her career in the financial industry with Cambridge Associates in Arlington, Virginia. While there she worked within the Data & Reporting division, focusing on client-level data, process improvement, training and development for the department. Margaret joined The Hambleton Fieler group to aid and support our Financial Advisors with client service and administration.

She currently lives in Mason, OH and enjoys running, spending time with her family and friends, and participating in events that support organizations such as the American Brain Tumor Associate and Susan G. Komen. In her spare time, she likes to travel and stay involved at her church.

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MARY C. MAUDLIN

MARY C. MAUDLIN

Lead Administrative Partner 

 

Mary is primarily responsible for processing new accounts, investment management implementation, monitoring account transfers between firms, coordinating duties among other client associates, and implementing ideas on enhancing the client service experience.

Mary takes a personal approach to help ensure her clients are comfortable with their transactions, requests, and transitions within the practice.

Mary began working for The Hambleton Fieler Group in 2006, and prior to that spent 26 years in the banking sector focusing on commercial and residential lending.

Mary and her husband live in Bellevue, KY and together they have three children and three grand-daughters. She enjoys scrapbooking and watching her grandchildren participate in sporting activities and dance.

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KATHLEEN M. STUCKER

KATHLEEN M. STUCKER

Senior Client Associate 

 

Kathy is mainly responsible for assisting the team with rebalancing and trading client portfolios, options, and client service management.

In 1996, she began her career in the investment industry with Provident Bank Investments. She transitioned to Merrill Lynch Wealth Management in 2004 and joined The Hambleton Fieler Group in 2010. Kathy transitioned to Rockefeller with the team in 2021.

Kathy lives in Bellevue, KY with her husband and they have three adult daughters and 3 grandkids. In her free time, she enjoys spending time with her family and volunteering at their local church.

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LAUREN DIFIORE

LAUREN DIFIORE

Client Service Associate 

 

Lauren joined the Hambleton Fieler Group in April 2021 and aided the team’s transition to Rockefeller from Merrill Lynch. She currently helps out with administrative tasks and client operations, as well as supporting our Financial Advisors with relationship management.

She graduated from Xavier University in 2019 with a B.S.B.A. in Finance. Lauren interned at UBS Financial Services, Inc. through college and upon graduation she began working full time as a Client Service Associate. During her time at UBS, Lauren gained knowledge and experience in the financial services industry and wealth management.

Lauren currently lives in Over-The-Rhine and in her free time enjoys working out, spending time with friends, traveling to see family in Michigan and coaching basketball at Friar’s Club in St. Bernard. She also regularly participates in fundraising and volunteering events for the Leukemia & Lymphoma Society and The American Cancer Society. As a proud alumna, she frequently attends Xavier University basketball games and The Williams College of Business alumni events.

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ROSS A. HAMBLETON

ROSS A. HAMBLETON

Client Associate 

 

Ross joined the Hambleton Fieler Group in August 2021, though he has interned with the team at Merrill Lynch since May of 2018. Ross is the son of Managing Director and Private Wealth Advisor Ross J. Hambleton Jr. He primarily undertakes new business development and marketing, as well as assisting client associates with administrative duties. Additionally, he supports the team’s Financial Advisors with relationship management.

Ross graduated from Miami University in Oxford, Ohio in 2021 with a Bachelor of Science degree in Finance from the Farmer School of Business. In his last semester at Miami, Ross earned the academic achievement of being placed on the Farmer School of Business Dean’s List. During his time in Oxford, Ross was a member of the Alpha Delta Phi, where he served as the Internal Vice President over his sophomore year. During the winter and summer breaks, Ross resumed his work as an intern with the Hambleton Fieler Group for the duration of college.

Ross currently lives in Oakley, Ohio and spends his free time exercising, hanging out with friends, and walking his dog. He is also a major Cincinnati sports fan and enjoys watching Bengals and Reds games. Ross also enjoys watching his little brother play high school football.

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DASHA WEIDUS

DASHA WEIDUS

Client Associate 

 

Dasha Weidus joined the Hambleton Fieler Group in November 2021. Dasha provides client relationship building and business development for the team. Her focus is establishing trust with clients while demonstrating her quality in facilitating their needs. Solidifying client relationships and delivering consistent service is her goal. She is responsible for all aspects of client service and operations, and works closely with our clients to provide the highest level of tailored service. 

She began her career in the financial services industry in 2019 with Morgan Stanley, where she gained knowledge and experience in wealth management. Dasha holds Series 7 & 66 licenses and plans on continuing her education in the finance industry. She graduated from the University of Warsaw (Poland) in 2015 with a B.S.B.A. in Public Relations and again in 2019 with an Associate’s Degree in Marketing from Cincinnati State Technical and Community College. She is also fluent in 3 languages – English, Russian and Polish. 

Dasha currently lives in Symmes Township with her husband and two cats. In her spare time, she loves to frequent local fitness studios or take on a Peloton workout.

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BRIAN M. SULLIVAN

BRIAN M. SULLIVAN

Private Advisor, Associate Vice President 

 

Brian focuses on providing clients with comprehensive wealth management solutions tailored to their unique goals and needs.  Brian’s approach to wealth management is to fully understand the big picture of his client’s lifestyle, priorities, and goals.  Brian enjoys developing long-lasting relationships and takes pride in being a trusted advisor to his clients on all aspects of their wealth.   

Brian graduated with a Bachelor of Science in Finance from the University of Cincinnati in 2009.  Committed to professional development and education, Brian received his Certificate in Financial Planning through the Executive Leadership Program at Xavier University in 2020.  He is a CFP candidate and plans on obtaining his CFP designation later this year.  Prior to joining Rockefeller, Brian worked as a Portfolio Manager for Fifth Third Bank’s Investment Management Group.  

Brian is a Cincinnati Native and lives on the East side of Cincinnati with his wife Haley and their three children.  Outside of the office, Brian can be found spending time with his family and friends, playing golf, traveling, and cheering on the Bengals and Musketeers. 

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