CH Dean

  • Financial Services
  • Beavercreek OH
  • 28 employees
  • Financial Services
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Company Overview

Headquarters
3500 Pentagon Blvd. Suite 200, Beavercreek OH
Website
chdean.com
Phone
(937) 222-9531
Employees
28
Founded in
1965
Industry
Financial Services
NAICS Code
NAICS Code 5239 Companies
NAICS Code 52 Companies
NAICS Code 523 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$8B

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Who is CH Dean

CH Dean is a wealth management firm based in Dayton, Ohio. The company employs 28 people and generates $8 million in annual revenue. CH Dean provides a range of financial services to a variety of clients, including doctors and dentists, high-income professionals, entrepreneurs and small business owners, and high-net-worth and ultra-high net worth individuals and families. Their services encompass wealth planning, investment management, and business services. The firm emphasizes a highly consultative approach, aiming to understand the financial intersection of clients' personal and professional lives. They also offer access to expertise across various financial disciplines and strive to provide integrated solutions tailored to each client's needs. For more information about CH Dean's services, visit their website at www.chdean.com, or contact them by phone at 800-327-3656 or 937-222-DEAN (3326).

Company Leadership

Matthew Wallace

Executive Vice President, Chief Client Officer

Phone Email
Stephen Miller

President & CEO

Phone Email
Sue Kaskocsak

CEO of First Impressions

Phone Email

CH Dean Industry Tags

Wealth Management
Investment Advisory
Family Office
Medical Practice Management
401(k) & Pensions
Separately Managed Accounts
Financial Services
Financial Advisory Services
Investment Banking Asset Management
Finance
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CH Dean Tech Stack

JavaScript
HTML
PHP
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FAQ

What is the location of CH Dean's headquarters?
The headquarters of CH Dean are situated at 3500 Pentagon Blvd. Suite 200, Beavercreek OH
What is CH Dean's phone number?
CH Dean's contact number is (937) 222-9531.
What is CH Dean's official website?
The official website of CH Dean can be found at chdean.com.
What is CH Dean's current revenue?
As of January 2015, CH Dean's annual revenue reached $8B.
How many employees does CH Dean currently have?
CH Dean employs approximately 28+ people as of January 2015
Which industries is CH Dean primarily operating in?
CH Dean operates in the following industries: Finance, Credit
Who is the Executive Vice President, Chief Client Officer of CH Dean?
CH Dean's Executive Vice President, Chief Client Officer is Matthew Wallace
What are CH Dean's industry tags?
CH Dean's industry tags include: Wealth Management, Investment Advisory, Family Office
When was CH Dean founded?
CH Dean was founded in 1965.

Employee Directory

Key Employees

Beth Verdoorn

Executive Vice President, Director of Financial Planning and Tax Services

Phone Email

Scott Denman

Manager, Client Services and Operations

Phone Email

Pamala Miller

Executive VP, Chief Operating Officer

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