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Bryan F. Ohm
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Bryan F. Ohm has over 30 years of experience in the financial service profession. His focus is to deliver a total wealth management experience to a select group of high net worth individuals and he has many years of experience in consulting and advising economically independent women. Through Bryan’s consultative approach, he assists individuals in making smart decisions with their money and aims to simplify their financial lives so they can spend time doing the things they enjoy. Bryan attended the University of Toledo on a full athletic scholarship for football and earned his business degree from the University of Toledo in 1979. Bryan started in the brokerage industry in 1980 with the former Paine Webber which today is UBS Financial Services. In 1987 Bryan accepted a position as Account Vice President with the former E.F. Hutton in Toledo. In 1992 Bryan was named Consulting Group Associate, which at the time of the award, this designation was held by less than 2% of representatives. Frustrated by the conflict of interest innate in a commission based sales environment, Bryan resigned from the brokerage industry and in 1995 co-founded Modern Portfolio Management (MPM). Bryan is the President of Modern Portfolio Management (MPM). MPM uses no-load funds offered by Dimensional Fund Advisors (DFA) as the core component in the construction of client portfolios. In addition to personally overseeing his client’s portfolios, Bryan also oversees the firm’s operations and consults with MPM’s national network of independent investment advisors. In his spare time Bryan enjoys boating on Lake Erie and is an avid sports fan. He is an active member of the University Toledo President’s Club, Varsity T Club, and the Downtown Coaches Association. |
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G. Thomas Damasco
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A native of Toledo, Tom has over 30 years of experience in the financial service and estate planning profession managing assets for high net worth individuals and business owners. Tom earned his degree in business at the University of Toledo majoring in Finance. Early in his career he was a Financial Consultant for Smith Barney and Paine Webber for a combined 14 years. Frustrated by the conflict of interest innate in a commission based sales environment, Tom resigned from Smith Barney and in 1995 co-founded Modern Portfolio Management. Tom regularly attends DFA conferences and educates his clients and independent investment advisors on Modern Portfolio Theory Indexing. In addition to personally overseeing client portfolios of many MPM clients, he also supervises the day-to-day operation of the firm, and maintains a national network of independent investment advisors and business owners. In his spare time Tom enjoys outdoor sports and activities of all kinds, collecting vintage automobiles and unique artifacts. He is also an avid supporter of local high school sports and educational events. |
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Tom Higgins
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Thomas C. Higgins is a Senior Vice President with Modern Portfolio Management. Tom has been in the investment industry since 1987. Tom is a registered series 7 and series 65 Investment advisor representative of Modern Portfolio Management, Inc. and joined Modern Portfolio Management in May of 2002. Tom has been published in the Toledo Blade’s estate planning publication and has been a guest on several area talk shows. He has also served on financial advisory boards, most recently for the United Way. He has coached soccer in the Toledo area and continues to coach hockey. Tom and his wife Kristin live in South Toledo and they have two boys, Tommy and Michael. |
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Marge Mittendorf
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Marge is a Toledo native, a graduate of St. Ursula Academy, and the University of Toledo with an AD in Engineering. She joined Modern Portfolio Management in April, 1996 with eight years of experience as an Administrative Assistant. She is a licensed insurance agent, and her experience includes client and brokerage services and life insurance. Marge is Executive Assistant to Tom Damasco and Bryan Ohm and is responsible for MPM's Administrative Services, to include client servicing and marketing. Her goal at MPM is to contribute to the growth of the company by supporting MPM's Investment Advisors, promoting ways to implement MPM's Mission Statement, and developing ways to better serve the clients. Marge enjoys spending her spare time with family and friends, traveling, gardening, reading, and golfing. |
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Sean S. Shinaberry
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Sean S. Shinaberry is an investment advisor representative and a Senior Vice-president of Investments where he personally oversees his clients’ investment portfolios. Sean has over nine years experience in the financial service and estate planning profession. Sean works with affluent clients to help them realize their financial goals and objectives through his consultative approach. Sean earned his BA in Finance and Marketing from Miami University. Sean holds his series, 65 and 63 securities licenses along with his life/health insurance license to fulfill his clients’ investment and estate planning needs. Sean is currently on the board of The Juviniel Diabetes Research Foundation NW Ohio (JDRF), and Diabetes Youth Services(DYS). Sean also currently sits on the endowment board of St. Richards. |
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George Damasco
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A native of Toledo Ohio, George T. Damasco III joined the Modern Portfolio Management in May of 2008 as an Investment Advisor Representative. George earned a BBA in Finance with a Specialization in Financial Planning from Bowling Green State University. The son of G. Thomas Damasco – co-founder of MPM – George says, "I see this as the opportunity of a lifetime, to assist clients in a process that I have known about for many years having had conversations around the dinner table with my father." George personally oversees the portfolios of his clients while assisting with everyday operations of the firm. He currently holds a Series 66 License along with a life/health insurance license. A passionate outdoorsman George delegates his spare time participating in a variety of outdoor activities and spending time with family. An alumnus of Toledo St. Francis, George sits on the Annual Fund Campaign Board and assists with a variety of other alumni events. He is also a member of the Ft. Meigs Sertoma Club, a service organization.
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Tamara Strause
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Tamara received her bachelors degree from The University of Toledo in Human Resource Management and a minor in Communications. She has experience in banking and finance. As a member of the support staff for MPM, Tamara is involved with account set-up, information processing, performance reporting, and accounts payable. Tamara enjoys spending her free time with family and friends and daughter Kyleigh. |
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