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Lauren M. Niestradt, CFP®, CFA

Lauren M. Niestradt, CFP®, CFA

Sr. Portfolio Manager and Shareholder at Truepoint, Inc.

Cincinnati, OH , United States

About

Lauren M. Niestradt, CFP®, CFA, is a Senior Portfolio Manager and Shareholder at Truepoint Wealth Counsel in Cincinnati, Ohio. She is responsible for building and managing client portfolios, integrating investment strategies with comprehensive financial planning, and providing guidance on behavioral finance and macroeconomic trends. Her expertise includes explaining complex investment concepts in accessible terms and focusing on responsible (ESG) investing, portfolio management, and trading strategies.

Lauren specializes in asset allocation, asset management, credit, and economics, with a particular focus on serving clients in the Procter & Gamble retirement plan and performance awards sector. She is skilled in tailoring investment solutions for individual and institutional clients, emphasizing long-term, evidence-based strategies and tax-efficient planning.

Prior to joining Truepoint, Lauren held roles as a Wealth Advisor and Portfolio Manager at RiverPoint Capital Management and as an Investment Advisor at PNC. She holds a BSBA in Finance and Economics from The Ohio State University Fisher College of Business. Lauren is recognized for her commitment to client education, her contributions to the advancement of women in wealth management, and her dedication to delivering personalized, values-based financial advice.

Career History

OrganizationRoleDate RangeDetails
Truepoint Wealth CounselSr. Portfolio Manager and ShareholderJan 2018 to Present
RiverPoint Capital Management, Inc.Wealth Advisor and Portfolio ManagerJan 2016 to Jan 2018
PNCInvestment AdvisorJan 2014 to Jan 2016
Portfolio Manager for high net worth individuals and families.
Fifth Third BankPortfolio ManagerNov 2010 to Dec 2013
As a Portfolio Manager, I assisted in the development of personal investment policy guidelines. I made decisions about the appropriate investment mix while matching investment opportunities to client'...
Fifth Third BankAssociate Portfolio ManagerOct 2009 to Nov 2010
Assisted a group of high net worth portfolio managers.
Fifth Third BankCommercial AssociateJul 2008 to Oct 2009
Two year rotational program through different departments of the Commercial Bank. I experienced one month in Commercial Finance, four months in credit down in the Charlotte affiliate, four months in D...

Education

The Ohio State University Fisher College of Business

BSBA, Finance and Economics

2004 2008

Skills & Expertise

Portfolio Management
Investments
Asset Management
Economics
Mutual Funds
Asset Allocation
Asset Managment
Trading
Financial Risk
Credit
Wealth Management
Financial Planning

Others at Truepoint, Inc. (3)

NameRoleLocation
Ben Pantalone
Ben Pantalone
Investment AssociateCincinnati, OH , United States
Tom Bentley
Tom Bentley
PrincipalCincinnati, OH , United States
Josh Kommer
Josh Kommer
Sr. Portfolio ManagerCincinnati, OH , United States

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