Our Team

Chris Hais

Phone: 513-721-6089

Fax: 513-639-7610

E-mail: service@qccmonline.com

A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.

A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.

A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.

If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.

Jeff Spitzmiller, CFA®

CIO/CEO/CCO

As the Chief Executive Officer and Chief Investment Officer for Queen City Capital Management, Jeff is responsible for the research and investment policy functions for the firm’s managed programs. He oversees the firm’s macro analysis as well as all the asset allocation decisions.

After earning a Bachelor of Business Administration degree with a major in Finance from Miami University in Oxford, Ohio in 1994, Jeff began his career with a regional broker-dealer and registered investment advisor located in Cincinnati, Ohio. After initially focusing on developing financial plans and retirement projections for the firm’s clients, he moved into an analyst role within the firm’s investment management department.

In 2001, Jeff joined Brecek & Young Advisors, Inc., a Folsom, CA based broker-dealer and investment advisor as Portfolio Manager for the firm’s investment programs. In 2003 he was promoted to Chief Investment Strategist, where he developed and chaired the Investment Committee, with his primary focus on the firm’s macro analysis as well as a specialization in U.S. economic and bond market data. In 2007 Jeff became the Chief Investment Officer for the firm’s registered investment advisor, which later changed its marketing name to Iron Point Capital Management.

In 2012, Jeff started Queen City Capital Management with the goal of partnering with the financial advisors at Queen City Financial Advisors on providing the firm’s clients with holistic wealth and investment management.

Jeff also holds a Master of Science degree in Management with specialization in Banking and Financial Services Management from Boston University. He is a Chartered Financial Analyst™(CFA®) Charterholder. Articles authored or contributed by Jeff have appeared in various professional journals, business magazines, and websites including Personal Financial Planning, The Ohio CPA Journal, and Seeking Alpha. (CFA® and Chartered Financial Analyst™ are trademarks owned by CFA Institute)

In his personal time, Jeff enjoys traveling, working out and spending time with his family.

Susan Rudolph

Operations Manager

As the Operations Manager, Susan is in charge of all the back office functions that ensure a positive client experience, from setting up the accounts to overseeing the performance report generation process. Susan became a key member of Queen City Financial Advisors, LLC in 2010 as an Administrative Assistant and now is an integral member of Queen City Capital Management.

Before moving to Cincinnati, Susan worked as an Operations Manager for First Tennessee Bank in Knoxville, TN. Susan graduated with honors from The University of Tennessee where she earned a Bachelor of Science in Service Management and a minor in Business Administration. She was a member of Alpha Chi Omega sorority, serving as Vice President of Finance, and was elected as an elite member of Student Alumni Associates and All Campus Events.

Susan now lives in Nashville, TN with her husband, Patrick. In her personal time, she enjoys outdoor activities with their dog, Piper, gardening, cooking, home improvement projects, and traveling.

You are here