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A True Next Generation Firm


Your Family’s Future Starts With a Strategic Financial Plan

Our deep experience in the investment, legal and accounting industries have given us the unique insight to help you protect, grow and pass-on your family’s wealth.  Using the financial plan as our base, we will craft you and your family an investment policy, combined with strategic financial planning for the long-term and monitor on an ongoing basis.  Our all-encompassing advice is structured to provide you and your family peace of mind for generations to come.

Our team has over 50 years

of financial industry experience


Chris Denholm Photo

Chris Denholm

Co-Founder
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Chris Denholm

Co-Founder 


Chris has spent his entire career in capital markets, inside some of America’s largest investment houses. His financial background is in equities, fixed income, commodities, wealth management and private banking. In 2011, he co-founded OCM with the goal of bringing these areas of expertise to the fiduciary client relationship that is the core of OCM Wealth. Objective Capital Management is the culmination of both his and Tristan’s vision of truly aligning a wealth management firm with the best interests of their clients.

Chris currently 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.  While navigating the investment world, he realized that he wanted to use a passion for the markets to build an independent firm that truly aligned Advisor and client.  The idea came to fruition with the launch of Objective Capital Management.   Tristan likes to think 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 competing in amateur golf and fly-fishing.

email: tristan@ocmwealth.com

tel: 216-586-6389

Mitch Stein Photo

Mitch Stein

President
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Mitch Stein

President


Mitch has 15 years of experience working with high net worth families.  He began his career in 2005 after graduating  from the University of Michigan with a B.A. in History. Mitch spent the  early years of his career in the training  programs at Ameriprise and Smith Barney before joining Fifth Third Securities in 2010.  In 2019 he joined OCM as a President and brings valuable knowledge and experience from his previous firms.

In his free time, Mitch enjoys playing golf,  squash, and platform tennis.  He is also actively involved with his high school alma mater, University School.  He and his wife, Macy, have three young children (Eleanor, Maggie, & Charlie) and live in Pepper Pike, OH.

email: mitch@ocmwealth.com

tel: 773-332-0819

Adam Vertes Photo

Adam Vertes

Managing Director
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Adam Vertes

Managing Director


Adam is a Managing Director at Objective Capital Management.   Since 1994, Adam has focused on advising families with multi-generational wealth management.  He has developed a dynamic process that provides clarity, comfort and confidence for his clients.  

Adam is on the Leadership Councils of University Hospitals and a Board Member at The Cleveland Racquet Club.  His interests include traveling, tennis, guitar and photography.  Adam currently lives in Pepper Pike with his wife Martha and has three children, each of whom 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.

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OCM Wealth is committed to helping you forge a better future with objective and 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.