Mr. Dilbone joined Gradison in 1990 and UBS in 2007.  He has over 25 years of investment experience. He manages the portfolios of individual and institutional clients and oversees the quantitative equity investment process. Steve was a manager of the Victory Ohio Tax-Free Income, Victory Established Value and Victory Small Company Funds. He was appointed head of Gradison Asset Management in 1998. Prior to joining the firm, Steve was a Vice President at Merrill Lynch Capital Markets. He holds a BS in Finance from Miami University and an MBA in Finance from the University of Chicago.
Series 8,7,65,66

Registered States:
AR, AZ, CA, CO, DE, FL, ID, IL, IN, KY, MA, MD, ME, MI, MO, MT, NC, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Mr. Reich served as a Portfolio Manager at Gradsion Asset Management in 2000 and joined UBS as a Portfolio Manager in 2007. In addition to managing client portfolios, he provides analytical support to accounts managed under the Core equity style, promoting a dynamic, rigorous and successful portfolio construction process. Gary has managed large, mid and small cap U.S. equities at Ohio Casualty Group, Sentinel Advisors and Fifth Third Bank. He began his professional career with the accounting firm KPMG Peat Marwick. Gary has a Bachelor of Science in Commerce from the University of Virginia
Licenses: 7

Registered States:
AR, AZ, CA, CO, DE, FL, ID, IL, IN, KY, MA, MD, ME, MI, MO, MT, NC, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Ms. Day joined Gradison in 1986. She provides client support to the Gradison team and is responsible for trading as well as other portfolio management operational duties. Ms. Day worked in the corporate accounting department where she was responsible for SEC and NYSE reporting as well as corporate accounting and internal audit duties. She formally began her professional career as a public accountant with a local CPA firm in Dayton, Ohio. She has Series 7 and 66 licenses and a B.S. in Accounting from Wright State University.

Registered States:
AZ, CA, CT, DC, FL, IL, IN, KY, MA, MD, MI, NC, NY, OH, PA, RI, SC, TX