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Truepoint Wealth Counsel
Michael J. Chasnoff established Truepoint Wealth Counsel as a multi-family office in Cincinnati. He previously chaired the National Association of Personal...
Truepoint Wealth Counsel
Michael J. Chasnoff established Truepoint Wealth Counsel as a multi-family office in Cincinnati. He previously chaired the National Association of Personal Financial Advisors. The firm serves families, individuals and institutions with investment advisory, financial planning and estate services. Truepoint allocates across fund-of-funds, hedge funds, private credit, private equity and real estate. Allocations concentrate in North America. The firm maintains relationships with the Cincinnati Art Museum where Chasnoff serves on the investment committee. It also holds NFLPA registered advisor status. Steve Condon became CEO in April 2024, succeeding Chasnoff in that role. Katrina Hartsel serves as COO and shareholder. The firm lists two Cincinnati residential properties among its assets and participates in the International Center for Wealth Advisory Excellence as a founding member. The Clement & Ann Buenger Foundation appears among its philanthropic connections. Governance centers on the founding principal's board roles and the transition to Condon as chief executive.
General information
Firm type
Multi Family Office
Year founded
1990
Location
Region
North America
Country
United States
City
Cincinnati
Corporate office
Cincinnati, OH, United States
Principals
Michael J. Chasnoff
Founder and Chairman
Steve Condon
CEO
Katrina Hartsel
COO
Sector focus
Frequently asked questions
Who runs investment decisions at Truepoint Wealth Counsel?
Michael J. Chasnoff serves as founder and chairman. Steve Condon holds the CEO title since April 2024. Katrina Hartsel acts as COO and shareholder.
What asset classes does Truepoint allocate to?
The firm deploys across fund-of-funds, hedge funds, private credit, private equity and real estate.
Where does Truepoint maintain its primary operations?
Headquarters sit in Cincinnati, Ohio. All confirmed geographies fall within North America.
Does Truepoint hold external board or advisory roles?
Michael Chasnoff serves on the board and investment committee of the Cincinnati Art Museum. He previously chaired NAPFA and maintains NFLPA registered advisor status.
What recent leadership change occurred at the firm?
April 2024: Steve Condon succeeded Michael Chasnoff as CEO.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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