![1819 Wealth Advisors, dressed in dark suits and red ties, stand in the courtyard of Lindner Hall.](https://www.uc.edu/news/articles/2023/09/n21195463/jcr:content/image.img.cq5dam.thumbnail.500.500.jpg/1694635415976.jpg)
Business Courier: Lindner, UC grads form 1819 Wealth Advisors
Name of new investment advisory practice is a nod to UC’s founding year
A pair of Cincinnati-based Raymond James investment advisory groups have joined forces as 1819 Wealth Advisors. The new, combined practice manages investments and financial planning for local and national households.
Four of the practice’s six partners attended the Carl H. Lindner College of Business: Mire Jonovski, Bus ’77, AAMS, First Vice President, Investments; Dustin Martin, Bus ’14, CFP, CEPA, Financial Advisor; David Rodrigo, Bus ’94, ’06, CPA, PFS, CFP, MBA, MSBA, First Vice President, Investments; and Dan Snow, Bus ’01, CFP, AAMS, CRPS, Branch Director and Financial Advisor.
The two other 1819 partners are UC graduate, Geoff Ziegler, A&S ’07, CECH ’12, AAMS, Financial Advisor, and Jason E. Goldberg, CFP, First Vice President, Investments. The 1819 name is a nod of appreciation to the founding year of the University of Cincinnati and the city of Cincinnati.
“We all got along and realized we were doing a lot of the same things in terms of financial planning and managing portfolios,” Snow told the Cincinnati Business Courier. “We had similar philosophies. It kind of morphed into looking at combining these teams to be more efficient and to see if we can take things to the next level.”
The 1819 Wealth Advisors team (from left): David Rodrigo, Bus ’94, ’06, CPA, PFS, CFP, MBA, MSBA, First Vice President, Investments; Dan Snow, Bus ’01, CFP, AAMS, CRPS, Branch Director and Financial Advisor; Jason E. Goldberg, CFP, First Vice President, Investments; Mire Jonovski, Bus ’77, AAMS, First Vice President, Investments; Geoff Ziegler, A&S ’07, CECH ’12, AAMS, Financial Advisor; and Dustin Martin, Bus ’14, CFP, CEPA, Financial Advisor.
1819 Wealth Advisors is now affiliated with Raymond James Select after previously being aligned with Raymond James Associates. Per the Cincinnati Business Courier, 1819 considers its structure a hybrid between working for an investment firm and a “full-blown registered investment adviser they own and control.”
“We felt like a natural first step was to take on rent and staff,” Martin said to the Cincinnati Business Courier. “We still get that back-office support, so we get to be advisers every day.”
1819 Wealth Advisors recently visited Lindner Hall to discuss 1819’s origin, their experiences studying business at UC, the importance of co-op and more.
Read more from the Cincinnati Business Courier.
Featured image: 1819 Wealth Advisors’ four Lindner/UC College of Business Administration graduates (from left): Dustin Martin, Dan Snow, David Rodrigo and Mire Jonovski. All photos by Danielle Lawrence/Carl H. Lindner College of Business.
Empowering business problem solvers
We fuel professional growth through our distinctive combination of academic and hands-on experiences: our problem-solving mindset, cooperative education, flexible pathways, inclusive community and vibrant, urban setting. Place, age or stage — students from a diversity of backgrounds become problem solvers at Lindner. Begin your journey today.
Related Stories
Senior peer career coaches graduate with resumes ready
April 17, 2021
Profiles three senior peer career coaches in the University of Cincinnati's Bearcat Promise Career Studio
UC students recognized for achievement in undergraduate research
April 12, 2021
Undergraduate student researchers in sciences and humanities recognized in 2021
UC students recognized for achievement in undergraduate research
April 29, 2020
Each spring, the University of Cincinnati’s Division of Experience-Based Learning and Career Education (ELCE) honors students in experience-based learning programs.
Listen: Cincy Playhouse shares CCM audio plays
May 28, 2021
Each audio play is its own story, and you can listen to these pieces for free in any order you choose. They represent a year-long collaboration that reached into many corners of Cincinnati. Students from all over UC (CCM Acting, Sound Design, Stage Management, Commercial Music Production, Digital Media, and the College of Arts & Sciences’ Fiction PhD program) and local professional writers (YA author Liz Coley and musician, comedian and raconteur Paul Strickland) came together to make something truly special. Paul Strickland's play will be available soon. The Playhouse is assisting CCM by hosting and helping to promote these free audio plays.
UC LGBTQ Center founder takes on new diversity role
June 1, 2021
When Leisan Smith, ’99, ME ’03, began work this year as the inaugural chief equity officer at the prestigious Columbus School for Girls, the school’s staff and faculty were thrilled. The job description, they said, “was written for you.”
Engineering student shifts from the stage to the lab
May 14, 2021
Garek Bushnell came to the University of Cincinnati with a singular goal: to study acting. He graduated in April 2021 with his bachelor’s degree in chemical engineering instead. Bushnell’s path between these two seemingly dissimilar fields is rooted in his mindset that following your passion will drive your determination to succeed – even if that passion comes from an unexpected source.
UC Blue Ash student presents research at a major international conference
July 13, 2021
When Aqsa Raja began an undergraduate research project last spring as part of her Honors Program experience at the University of Cincinnati Blue Ash College, she never imagined it would lead to a presentation just a year later at a major international conference for microbiologists.
UC Notable Alumnus: William Strunk, Jr., A&S 1890
August 6, 2021
William Strunk, Jr. graduated from the University of Cincinnati in 1890 with a bachelor of arts.
Finding class: A fall guide for Arts and Sciences students
August 10, 2021
Unlike in most colleges, students in the College of Arts and Sciences are not confined to a single building. The array of courses offered to students separate themselves between the current 12 buildings.
Dayton Daily News: John Kasich s Speaking Style Can Inspire and Insult
February 14, 2016
David Niven, an assistant professor of political science in the McMicken College of Arts & Sciences, is quoted in this story on GOP presidential hopeful John Kasich's communication style.