HORAN Capital Advisors

Champions of Education Summit Chaired by Dan Cahill

 November 13 2017
Thought leaders from business, education and the community will gather with national and regional experts Wednesday, November 15, for the 2017 Champions of Education Summit hosted by the Northern Kentucky Education Council at Northern Kentucky University.    It’s been 10 years since the region’s last Education Summit, and the leaders who gather on Wednesday will gain knowledge about the notable ...

HORAN’s Jodi Fritsch Named YWCA of Greater Cincinnati 2017 Rising Star

 November 9 2017
The YWCA of Greater Cincinnati has announced its 2017 class of YWCA Rising Star Award recipients. The YWCA Academy of Career Women of Achievement created the Rising Star Award and Network in 2002 as a way to mentor and support younger women (age 25 - 40) in pursuit of excellence in their careers. Nomination criteria include having the qualities of an outstanding performer, proven leadership abilit...

HORAN’s Anna Pfaehler Receives 2017 Millennial Advisor Award

 October 27 2017
Ten of the brightest young minds in financial services from across the nation were awarded the 2017 Millennial Advisor Award by The American College of Financial Services. HORAN is proud to announce Anna Pfaehler, CFP®, Director of Financial Planning at HORAN, was named among these ten professionals. Leaders in the industry under the age of 35 were each nominated for the award by a peer in fi...

NAPA Announces HORAN as Top DC Advisor Firms

 September 26 2017
The National Association of Plan Advisors has published its first-ever list of top 250 defined contribution (DC) Advisor Firms and HORAN Retirement Advisors makes the list at #114. The NAPA Top DC Advisor Firms is a compilation of leading individual advisor firms, or teams, ranked by DC assets under advisement. “HORAN Retirement Advisors is dedicated to providing exemplary service to employers i...

HORAN Retirement Advisors Strengthens Team To Support Clients

 September 6 2017
Today HORAN announced the restructuring of its HORAN Retirement Advisors team to support continued growth and enhance client engagement. Over 250,000 individuals depend on HORAN for their health, wealth and life needs, collectively. HORAN is the third-largest employee benefit firm in the region and the 20th largest money management firm based on more than $1.8 billion in financial assets under ma...

HORAN Named One of Top 4 Benefits Providers in Dayton

 August 4 2017
The Dayton Business Journal recognized HORAN as one of the top 4 Benefits Providers in Dayton. The list is featured in the print edition for Friday, August 4.  Click here to view the list.

HORAN Names 6 Employers “Best In Class Award Winners”

 April 19 2017
HORAN announced the results from its annual Health Management Best Practices Survey at HORAN’s Health Management Symposium’s held in Cincinnati and Dayton on April 5 and 6.  This survey was conducted through HORAN’s Health Management WayTM, which leverages best practices, capitalizes on market expertise and utilizes client data to create unique wellness programs for organizations. Through the rev...

HORAN names Amanda Chapman Chief Compliance Manager

 April 14 2017
HORAN recently announced the promotion of Amanda Chapman to Chief Compliance Manager for HORAN Securities and HORAN Capital Advisors. Amanda joined HORAN in 2012, most recently serving as Manager of Client Services. During this role, Amanda served as an integral part of the wealth team by managing retirement plans and wealth accumulation accounts for individuals and corporations. “We pride ours...

HORAN Creates New Executive Leadership Positions To Support Rapid Growth & Expansion

 January 23 2017
Valerie Bogdan-Powers and Keith A. Cheesman Named to New Leadership Roles Today HORAN announced the creation of two new senior level positions to support rapid growth and expansion. Valerie Bogdan-Powers was promoted to Chief Business Development & Client Relations Officer for HORAN’s Health Benefits Department and Keith Cheesman was appointed to Chief Operating Officer for HORAN Securities. Both...

HORAN Securities, Inc. Celebrates 20 Years of Serving Clients

 December 8 2016
HORAN Securities, Inc. is celebrating its 20 year anniversary on December 8, 2016. We are proud of our long history and accomplishments over the years. Thank you to our clients who continue to trust us for ongoing guidance and insights. We appreciate your contribution to our growth and success. We promise to always focus on your best interests and look forward to many more years of serving you. ...
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