Who we are.
Robert F. Jung, CFA, CPA (CPA Inactive)
Rob graduated from the University of Cincinnati with a BBA in Accounting and Finance. He began his professional career in 1986 with a focus on accounting and financial planning with a “ Big Eight” accounting firm. In 1993, Rob focused his career on investment management and served as Vice President/ Trustee Officer, managing portfolios for private clients. In 1997, Rob became a portfolio manager for Bartlett & Co. In 2001 Rob joined a multi-family office focused on the needs of P&G, Scripps and Convergys executives. In 2003, he founded Crew Capital. Rob is a Chartered Financial Analyst and a member of the CFA Institute and the Cincinnati Society of Financial Analysts. * CPA is inactive
Rob and his wife , Laurie, have four boys. He is the Treasurer and board member for LADD, Living Arrangements for the Developmentally Disabled. He served six years as a volunteer for St. James Education Commission.
Scott H. Dooley, CFA
Scott is a 1984 graduate of the University of Cincinnati with a Bachelor’s Degree in Business Administration and Accounting. Scott has 30 years of financial industry experience and was previously Director of Research, Chief Investment Officer, Director of Portfolio Management, and a Private Client Advisor with Haberer Registered Investment Advisor, Inc. Prior to that he was a Mutual Fund Manager, Trust Officer, and Research Analyst with US Bancorp. Scott is a Chartered Financial Analyst, a member of the CFA Institute, and a member of the Cincinnati Society of Financial Analysts. Scott was named a Cincinnati Magazine Five Star Wealth Manager in 2009, 2010, 2011, 2012, 2013 and 2014.