David Cassady

CPA

Partner

David’s approach to client service and relationships encompasses a trusting, creative, and proactive strategy to help his clients, their businesses, and families maximize their personal and economic goals.

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David specializes in providing professional accounting, tax, and business advisory services to family-held businesses, owners, and high net worth individuals. David has over 40 years of experience in business tax planning and consulting, compensation planning, personal tax planning, taxation of real estate, succession planning, mergers and acquisitions, and family office services with high net worth individuals and their families.

 

David is a graduate of St. Xavier High School and holds a Bachelor of Science in Finance and Accounting from Miami University and a Master of Taxation from the University of Cincinnati. He is a member of the American Institute of Certified Public Accountants (AICPA), the Ohio Society of Certified Public Accountants (OSCPA), and the Goering Center for Family and Private Business. In 2019, David was a C-Suite Honoree.

 

David is heavily involved in the community. He was a former chairman on the St. Xavier High School Board of Trustees (2013-2016) and was the 2011 Walk for Babies Revenue Leader for March of Dimes. David was the President of the Kidney Foundation of Greater Cincinnati, Treasurer of March of Dimes, Treasurer of Impact Autism; Served on the Board and Finance Committee of United Cerebral Palsy Foundation. David currently serves on the DePaul Cristo Rey High School Board of Trustees, DePaul Cristo Rey High School Finance Committee, and Investment Committee of DePaul Cristo Rey. As of January 2020  he has been on the Board of Trustees of Cincinnati Children’s Hospital. He is Chair of the Audit and Compliance Committee, and serve on the Executive Committee, Finance Committee, Investment Committee, and the Leadership Development and Compensation Committee. He has served on the Children’s Hospital Foundation Board of Trustees since 2015.

Areas of Focus

Emerging & Established Wealth

Contact Us

4555 Lake Forest Drive, Suite 400

Cincinnati, OH 45242

(513) 483-6699 /

(800) 378-8606

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