OCM

Meet The Team

Who We Are

Chris Denholm

Akron I Cleveland I Naples

Chris spent the first ten years of his career inside some of the country’s largest wealth management firms and securities businesses.  It was there that he realized the importance of a true client/advisor fiduciary relationship.  In 2011 he co-founded OCM to make sure he would always work at a firm that put this relationship at the heart of what they do.
 
Chris lives in Akron with his wife Chrissy and their three children, Stella, Sam and Mikey.

Tristan Lewis

Cleveland

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.

Mitch Stein

Cleveland I Chicago I Naples

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 and brings valuable knowledge and experience from his previous firms. Mitch is driven by his passion to disrupt and challenge the underwhelming “status quo” that he feels many high net worth investors experience with their existing wealth management relationships. He strives to bring relevant, timely, and exclusive opportunities to his clients, and is always looking for ways to add value and introduce compelling risk/reward propositions to his clients. Mitch lives in Pepper Pike with his wife, Macy, and their three children (Eleanor, Maggie, and Charlie). He also spends considerable time each month in our Chicago office to visit clients and continue growing that business locally. In his free time, Mitch enjoys playing golf, squash, and paddle tennis, as well as coaching his kids’ soccer teams. He is also actively involved in the community, serving on the University School Board of Trustees, the Saint Martin DePorres Advancement Committee, and as a member of Cleveland Clinic Children’s Leadership Council.

Jason A. Tosh, CFP®​

Chicago I Naples

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 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 an advisor 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 succinctly for clients utilizing the latest planning and modeling tools. Jason and his wife, Katie, welcomed their son, Bowen to the family in July.

Ryan S. Watt, CFP®​​

Chicago I Columbus I Naples

Ryan is passionate about helping individuals and their families achieve their life’s biggest financial goals. He aims to bring 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 which are in his clients’ best interests with the goal to streamline and simplify their ever-evolving 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 forming the company’s Chicago based private wealth office. 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.​

Tori Callero

Chicago I Naples

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.​

Adam Vertes

Cleveland

Since 1994 Adam has focused on helping families with multi-generational wealth management and advising on retirement plans for businesses. He is on several leadership committees at University Hospitals and is a board member at the Cleveland Racquet Club. He and his wife Martha, live in Pepper Pike and have three children who live in New York, Denver and California. His interests include traveling, hiking and playing the guitar.

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