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Tuesday, December 17, 2019

Fort Thomas resident promoted to shareholder at VonLehman


VonLehman announced 16 firm-wide promotions effective January 1, 2020. The promotions include Keith Carlson and Dan Kraft, who were named shareholders at the firm.

“We’ve spent years building a culture that naturally incites growth and development. Every one of our employees will say they have an opportunity to mold their own career at VonLehman, regardless of title, industry focus or discipline,” said Brian Malthouse, President.

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“Over the past several years, we’ve made a tremendous effort to prepare our next generation of leaders, and the results have been overwhelming. These promotions are a testament to the core values we instill in every one of our employees. We build professionals who exemplify inclusiveness and leadership, and who are equitable, aware, and diverse. Our people and our culture continue to define VonLehman as a firm, and our clients will tell you that is what makes us a true advisor and trusted business partner.”

The 16 people promoted include:



Shareholder
Keith Carlson (will maintain his current title of Managing Director, M&A Services)

Dan Kraft

Senior Manager
Lauren Kreutzinger

Kristin Leadingham

Ryan Redleski

Manager

Alex Baker

Mike Ballenger

Ross Emerson

Scott Jump
Chad Luttrell
Derek Woodruff

Senior Accountant

Andrew Argo

Christine Bieniosek

Zach Castleman

Rachyl Gibson

Steven Zembrodt

Prior to founding VonLehman’s M&A Advisory practice in 2017, Keith Carlson spent over a decade in principal investing, corporate development and investment banking roles focused on a wide array of companies throughout numerous industries. In total, Keith has participated in over 125 successfully closed transactions and has amassed significant capital markets, advisory, principal investment and corporate finance/strategy experience. He is highly skilled in the areas of structuring, company positioning, negotiations, diligence, and financial modeling.

Dan Kraft joined VonLehman in 2008. He is experienced in a broad range of industries but specializes in construction and real estate entities. Dan teams with business owners to understand their goals and objectives to create a tax-efficient business structure amidst an ever-changing tax environment. He specializes in the taxation of flow-through entities such as S-Corporations, partnerships and limited liability companies and the tax impact on the shareholders, partners and members.

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