Movers and Shakers

Ralph Della Ratta, Founder and Managing Partner, Western Reserve Partners LLC

Governor John R. Kasich announced that Western Reserve Partners LLC’s founder and managing partner, Ralph Della Ratta, has been appointed to serve as a member of the Kent State University Board of Trustees.

Della Ratta’s term began July 13, 2012, and will end May 16, 2021. Aside from his involvement with Kent State, Della Ratta is also active in numerous local and national organizations, including University Hospitals Cleveland Medical Center, Rainbow Babies and Children’s Hospital National Leadership Council, the Rock and Roll Hall of Fame and the 50 Club of Cleveland. He is also a board member of Olympic Steel Inc., MAI Wealth Advisors LLC and NDI Medical.

Western Reserve Partners LLC is also pleased to announce the hiring of Justin A. Wolfort as its vice president. Wolfort rejoins the firm after earning his MBA in finance from the Kelley School of Business at Indiana University.

Justin Wolfort, Vice President, Western Reserve Partners LLC

He has seven years of investment banking experience, focusing primarily on middle-market M&A and capital-raising transactions in the industrial and real estate sectors. Prior to joining Western Reserve in 2004, Wolfort served as an analyst in the Real Estate Investment Banking & Public Equity Finance groups at McDonald Investments Inc. and KeyBanc Capital Markets. While at Kelley, he interned in the Corporate Strategy Group at Cummins Inc.

Capital Advisors Ltd. announces that the Cleveland Chapter of the Society of Financial Service Professionals’ (SFSP) has selected Neil R. Waxman, CFP, as its Financial Service Professional of the Year. The SFSP, founded in 1928, has more than 15,000 members nationally and is the pre-eminent, multidisciplinary organization for professionals who practice in the broad spectrum of wealth management.

Neil Waxman, Managing Director, Capital Advisors Ltd.

The honoree for the Financial Service Professional of the Year Award must have practiced for 15 years and consistently exhibited core values such as support and commitment to professional advancement via continuing education, support of ethical awareness, development of collaborative relationships with colleagues, which enhance client service, and progressive practice management strategies.

Waxman is a managing director of Capital Advisors Ltd., a wealth management firm that provides wealth management services via the establishment and integration of investment, tax, estate, retirement and business succession planning.

Glenmede, a privately held and independent investment and wealth management firm, announced that Lawrence H. Hatch has been hired to serve as director of the firm’s Cleveland office. In this role, Hatch will oversee wealth advisory services for high-net-worth individuals and manage the day-to-day operations of the Ohio office. With 26 years of trust and estate industry experience, Hatch will lead a team of 20 individuals and supervise the office’s 184 relationships. The office’s former director, Frank I. Harding, will assume a senior advisory role, allowing him to focus solely on clients.

Prior to joining Glenmede, Hatch served as president, secretary and chief fiduciary officer of The Private Trust Co.

The Society for Vascular Surgery presented its prestigious Medal for Innovation in Vascular Surgery to Roy Greenberg, M.D., of the Cleveland Clinic during the June 6-8, 2012 Vascular Annual Meeting held at National Harbor, Maryland.

Dr. Greenberg is the director of endovascular research and the Cleveland Clinic Peripheral Vascular Core Laboratory. He holds more than 50 patents developing endovascular devices for aortic disease especially within the field of complex endograft repair.

Candidates for the SVS Medal for Innovation in Vascular Surgery must be individuals whose contribution has had a transforming impact on the practice or science of vascular surgery.

Bravo Wellness, an industry leader in results-based wellness incentive programs, announces the appointment of Michael O’Donnell to its newly formed advisory board. A noted authority in health promotion throughout the last three decades, O’Donnell brings critical knowledge and guidance in developing and managing health promotion programs based on integrating scientific findings with the dynamic realities of workplace and community environments.

O’Donnell has developed and managed health promotion programs for more than 50 workplace settings in addition to a broad range of clinical, community, government, foundation and insurance settings. He presents internationally on the health and financial impact of health promotion, integrating active living strategies into everyday life, strategic design of workplace health promotion programs, and integrating health promotion into national health policy. He is also the founder and editor-in-chief of the American Journal of Health Promotion, a peer reviewed research journal with subscribers in more than 40 countries, which focuses on the science of lifestyle change.

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