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Next-Generation Wealth Management



View  OCM at a Glance and OCM Private Wealth to learn more.


Your Family’s Future Starts With a Strategic Financial Plan

Our deep experience in the investment management industry has given us the insight to help you protect, grow and pass-on your family’s wealth.  Using the financial plan as our base, we will help to craft an investment strategy, combined with strategic financial planning for the long-term, monitored on an ongoing basis.  Our strategic advice is intended to show you and your family a path forward for generations to come.

The OCM team has over 125 years

combined of financial industry experience


Tristan Lewis Photo

Tristan Lewis

Co-Founder
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Tristan Lewis

Co-Founder


                                                                        

Prior to Co-Founding OCM in 2011, Tristan spent more than seven years in the Private Wealth divisions of some of Wall Street’s biggest brokerages, including Bear Stearns, Merrill Lynch and Morgan Stanley. Tristan thinks of OCM as a company forged from the best practices of those traditional firms with the innovations of the modern independent model.

                       

Tristan attended high school at Western Reserve Academy and continued on to graduate with a bachelor’s degree from Georgetown University in 2002, where he was a Captain of the varsity golf team. He currently lives with his wife, Caroline, and their three children in Pepper Pike. When not spending time with his family, Tristan enjoys playing golf and fly-fishing.

                                                       
    

email: tristan@ocmwealth.com

direct: 216-586-6389


Mitch Stein Photo

Mitch Stein

President
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Mitch Stein

President


                                                                       
Mitch began his wealth management career in 2005 after graduating from the University of Michigan with a B.A. in History. He spent the early years of his career in Chicago in the training programs at Ameriprise and Smith Barney before joining Fifth Third Securities in 2010. In 2019, he joined OCM as President and brings valuable knowledge and experience from his previous firms.                        


Mitch moved back to Cleveland in 2016 after spending 11 years in Chicago. He currently lives with his wife, Macy, and their three children in Pepper Pike. When not spending time with his family, Mitch enjoys playing golf, squash, and paddle tennis. He also serves on the Board of Trustees at his alma mater, University School.

                                                       

email: mitch@ocmwealth.com

tel: 773-332-0819

Adam Vertes Photo

Adam Vertes

Managing Director
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Adam Vertes

Managing Director


                                                                        

Since 1994, Adam has focused on advising families with multi-generational wealth management. Adam has developed a unique and dynamic process that provides clarity, comfort and confidence to his investors. Adam is a Board Member at Lawrence School and The Cleveland Racquet Club. His interests include traveling, tennis, guitar and photography. Adam lives in Pepper Pike with his wife Martha and has three children that are pursuing their dreams in New York, Colorado and California.

                                                       
    

email: adam@ocmwealth.com

tel: 216-586-6031

Will Kobyljanec Photo

Will Kobyljanec

Director of Financial Planning and Tax
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Will Kobyljanec, CPA, J.D.

Director of Financial Planning and Tax


Will has worked in the financial consulting and planning field for over thirty years before joining OCM Wealth as the Director of Financial Planning. 

Will graduated with a bachelor's degree from Case Western Reserve University in 1976 before attending Cleveland Marshall College of Law.  He has been a licensed attorney and CPA since 1980. 

Will and his wife Kathy of thirty-four years have two children and have resided in Aurora since 1983.

Chris Denholm Photo

Chris Denholm

Co-Founder
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Chris Denholm

Co-Founder 


                                                                        

Chris spent the majority of his early career inside some of America’s wealth management firms.
His focus was in wealth management and private banking during his time at Merrill Lynch, UBS and Morgan Stanley. In 2011 he co-founded OCM with the goal to build an independent advisory firm that works with individuals and families to manage their entire financial situation. Chris resides in Cuyahoga Falls with his wife Chrissy and their three children.

                                                       

email: chris@ocmwealth.com

tel: 216-586-6388

Jason A. Tosh, CFP® Photo

Jason A. Tosh, CFP®

Managing Director, Private Wealth Advisor
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Jason’s drive to solve problems, to connect information and people, and to empower confidence in his clients’ financial lives has been ingrained since his early days as an advisor. By focusing on developing a strong foundation of knowledge, he is able to open doors to strategies for clients that might otherwise be too intimidating.

Jason joined Objective Capital Management in 2021 as managing director, private wealth advisor to form the company’s Chicago based private wealth office. He began his wealth management career in 2005 as an intern at Edward Jones before graduating from Lee University with a B.S. in Business Administration. He spent the early years of his career as a Financial Planner at Ameriprise Financial before joining Fifth Third Securities in 2009. As a CERTIFIED FINANCIAL PLANNER™, he uses his innate ability to synthesize facts and numbers in a succinct and orderly fashion for clients utilizing the latest planning and modeling tools. Jason and his wife, Katie, are excited to welcome their first child in July.


email: jason@ocmwealth.com

phone: (312) 880-7085

Ryan S. Watt, CFP® Photo

Ryan S. Watt, CFP®

Managing Director, Private Wealth Advisor
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Ryan is passionate about helping individuals and their families achieve or surpass their financial goals. He brings transparency and clarity to the wealth management process through comprehensive financial planning and carefully constructed investment strategies. As a CERTIFIED FINANCIAL PLANNER™, Ryan focuses on finding solutions that are in his clients’ best interests with the goal to streamline and simplify their dynamic financial lives

Ryan began his wealth management career in 2005 as a financial planner with Ameriprise Financial before joining Fifth Third Securities in 2007. He joined Objective Capital Management in 2021 by establishing the company’s Chicago-based private wealth office where he serves as a managing director and a private wealth advisor. He uses his experience in banking and financial planning to find efficient ways to address his clients’ lending and investment needs. Ryan holds a B.A. in Finance and Business Pre-Law from Ohio University. When he’s not serving his clients, he enjoys traveling with his wife, Amy, and their son.

email: ryan@ocmwealth.com

phone: (312) 798-9045

Tori Callero Photo

Tori Callero

Head of Client Service
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Prior to joining OCM Private Wealth, Tori spent seven years in the financial industry focusing on building client relationships and providing support in all phases of client service. As the head of client service, Tori is driven to ensure that all clients receive a personalized experience in order to maximize the potential of their investment strategies. She is able to provide solutions for clients quickly and efficiently as well as expertly coordinate the daily business activities of the OCM Private Wealth team. Tori graduated from the University of Iowa and utilizes her studies in business management to develop a strong understanding of clients’ financial needs. She has furthered her financial acumen by earning her Series 66 and Series 7 licenses. As a Chicago native, Tori enjoys staying active on the lakefront,  attending Chicago sporting events, and traveling with friends and  family. 

email: tori@ocmwealth.com

phone: (312) 210-0553

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