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.

Phone: 513.618.6460

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.

Scott has two daughters and his hobbies are focused on music and sports.  He served as a volunteer Board Member of the Boys & Girls Clubs of Clermont County.  He is also a volunteer musician at his local community Church.

Phone: 513-618-6460

We're a lot more personable in person. Let's talk.