Team MGO
Lisa A. Peterson - Investment Operations Manager
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MGO Hire: Education: Family: Affiliations: City of Residence: |
April 10, 1995 Ohio University, (B.A. Science Journalism) Lisa and her husband Rob have two daughters Central Ohio Compliance Association Broadview Heights |
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P. 216.619.9807 E. lpeterson@mgo-inc.com |
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Scott M. Lepa - Senior Investment Research Analyst
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MGO Hire: Education: Licenses:
Affiliations: Community: City of Residence: Interests: |
June 22, 1998 Ohio University, Class of '98 (B.A. Finance) FINRA Investment Company Products / Variance Contracts Representative Series 6, FINRA General Securities License Series 7, FINRA Ohio Securities License Series 63 Young Entreprenuers Society Heisley Park Homeowners Association Painesville Township Golf, Home Improvement |
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P. 216.619.8906 E. slepa@mgo-inc.com |
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Richard Gross - Investment Analyst
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MGO Hire: Education: City of Residence: Family: Interests: |
July 12, 2010 Cornell University Class of '03 (B.A. Biology), The Ohio State University Class of '10 (MBA) Solon Rick and his wife Tera have two sons, Thatcher and Oliver Golf, reading and spending time with family |
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P. 216.619.7270 E. rgross2@mgo-inc.com
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Allison E. Schaefer - Senior Investment Administrator
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MGO Hire: Education: City of Residence: Interests: |
November 8, 2005 Kent State University Class of '05 (B.A. Business Management) Chagrin Falls Reading, Television |
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P. 216.619.9816 E. aschaefer@mgo-inc.com
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Michael E. Helmick - Senior Pension Administrator
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MGO Hire: Education: Designations: Affiliations:
Family: City of Residence: Interests: |
September 1995 Bryant & Stratton, Class of '95 (Accounting) Qualified Plan Administrator (QPA), Qualified 401(k) Administrator (QKA) American Society of Pension Professionals and Actuaries (ASPPA), ASPPA Benefits Council Cleveland Chapter Mike and his wife, Apryll, have been married since May 2001 North Olmsted Travel, Bowling and Softball |
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P. 216.619.9839 E. mhelmick@mgo-inc.com |
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Joshua E. Martin - Senior Pension Administrator
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MGO Hire: Education:
Designations: Affiliations:
Family: City of Residence: |
December 18, 2000 Baldwin Wallace, Class of '01 (B.A. Business), Cleveland State University Class of '02 (MBA) Qualified 401(k) Administrator (QKA) American Society of Pension Professionals and Actuaries (ASPPA), ASPPA Benefits Council Cleveland Chapter Josh and his wife Amanda have twin daughters, Haylie and Heidi Broadview Heights |
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P. 216.619.9813 E. jmartin@mgo-inc.com |
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Timothy M. Karns - Pension Administrator
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MGO Hire: Education: City of Residence: Interests: |
August 20, 2007 The Ohio State University, Class of '04 (B.A. Economics) Lakewood Movies, Marathons |
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P. 216.619.9840 E. tkarns@mgo-inc.com |
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Melissa A. Mausar - Information Technology/Network Administrator
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MGO Hire: Education: City of Residence: Interests: |
October 20, 2008 Mount Union College, Class of '02 (B.S. Information Systems) Mayfield Village Motorcycle Riding, Reading, Travel |
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P. 216.619.9838 E. mmausar@mgo-inc.com |
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Rolanda Dawson - Facilities Administrator
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MGO Hire: Education: City of Residence: Interests: Family: |
November 28, 1978 Cleveland Heights High School Cleveland Bowling, Reading murder mysteries, Video Games 3 Children, 9 Grandchildren |
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P. 216.619.8412 E. rdawson@mgo-inc.com |
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Melanie Perkins - Records Management
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MGO Hire: City of Residence: Interests: |
March 19, 1999 Lakewood Movies, Reading |
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P. 216.619.9811 E. mperkins@mgo-inc.com |
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