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Next-Generation Wealth Management



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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 50 years

combined of financial industry experience


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

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.

Manage All Facets of Your Family's
 Financial World in One Place

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Getting Started is Easy

OCM Wealth is committed to helping you forge a better future with customized financial advice.

If you are interested in learning more about working together, we encourage you to please contact us by either email, phone, or completing the form below.