About Canopy Partners
Partners for Generations
“We partner with a select and limited group of families in a shared family office where strength of relationships, technical know-how, and a focus on generational well-being combine to drive success.”
Chuck Stutenroth, Managing Partner
Meet the Team
SPECIALISTS IN GENERATIONAL WEALTH
This is all we do – a shared family office focused on advising families with long-term, generational wealth. We provide tailored capabilities, wide-ranging resources, and generate insights and actions through the prism of estate strategy, taxation, and investing activity.
A MEMBER ONLY MODEL
We believe the highest level of value can be delivered only by accepting a limited number of clients whose requirements closely align with our capabilities and thus we are highly selective of Canopy client membership. This model ensures our commitment to quality over quantity and deep understanding of family values, priorities, and generational objectives.
Unique Ownership
Our structure is purposeful and ensures strong alignment and accountability for all Canopy member families. We are independently owned and not subject to large organizational goals, commercial interests, or outside mandates. We exist to service the families of Canopy Partners exclusively.
Our Vision
Canopy Partners is committed to being a positive force for your future. More than trusted financial advisors; we strive to be architects of ambition, stewards of prosperity, and partners in your family’s generational well-being.
Built for Your Success
Canopy Partners has been thoughtfully designed and equipped with the resources, talent, and tools to deliver an extraordinary client experience and foster the success of our client members.
A Proven Team
Our experienced team of professionals have multi-disciplined backgrounds across the spectrum of family wealth from technical areas of investment, accounting, and finance to the finer areas of philanthropy and stewardship. Our team has worked together for 10+ years.
Fiercely Independent
As a boutique, independent, members-only firm, we are free from the conflicts, complexity, and bureaucracy of large commercial organizations. We are fee-based fiduciaries and loyal client advocates.
We Know You
We provide hyper-personalized, attentive service to each of our client members. We know you well and we’re there when it matters most. We are committed to encouraging and advising you over time in the quest to create generational success and well-being for your family.
The Canopy Team
CHARLES “CHUCK” STUTENROTH, CFA®
Partner
SENIOR INVESTMENT CONSULTANT
Chuck serves as the Managing Partner of Canopy Partners and is a Senior Investment Consultant and serves on Canopy’s investment committee. Chuck has enjoyed a 30+ year career spanning the institutional and family office advisory industry. He was previously a founder of two other prominent family offices: Ascent Private Capital Management of U.S. Bank and Mirador Family Wealth Advisors of Fifth Third Bank. Chuck brings a personal leadership style and collaborates closely with the firm’s partners to form strong strategic plans, develop, and grow relationships, and execute on firmwide goals.
He is also an accomplished portfolio manager with a rich skill set across both the public and private
markets. As a member of Canopy’s investment committee, he is actively involved in all matters pertaining to the investment capability of the firm including investment strategy, asset allocation, manager sourcing, due diligence, selection, and capital markets research. He is a strong communicator, educator, and passionate about entrepreneurism, family stewardship, and the wealth building power of the capital markets.
Experience
Ascent Private Capital Management of U.S. Bank (2011-2022)
Mirador Family Wealth Advisors (Fifth Third Bank) (2009-2011)
ZAR Funds (2006-2009)
Fort Washington Investment Advisors (1999-2006)
Education & Certifications
B.B.A., Economics & Management
University of Kentucky
M.B.A., International Finance
Xavier University
Chartered Financial Analyst (CFA)®
Adam Uihlein, CFA®
Partner
Senior Investment Consultant
Adam is a Senior investment consultant and serves on Canopy’s investment committee. He is responsible for portfolio implementation and management. Adam has spent his entire 18-year professional career in wealth and asset management. Over that time, he has gained a deep knowledge base and understanding of best practices in a variety of industry subject areas. He has spent most of his career serving in investment-centric roles creating in-depth and tailored investment portfolio management services for multigenerational families, entrepreneurs, and corporate executives.
His expertise and skills include the development of household-level investment policies, asset allocation, portfolio construction and liquidity management solutions. Adam is actively involved in all matters pertaining to manager sourcing, due diligence, selection, and capital markets research.
Experience
Ascent Private Capital Management of US Bank (2012 – 2023)
US Bank Private Wealth Management (2005 – 2012)
Education & Certifications
B.S., Finance, Miami University Oxford, OH (2005)
CFA® Charterholder
Megan Parker
Partner
Director of Operations and Member Services
Megan is responsible for the efficiency of business operations, coordination of teammates and clients via technology and process, and creating extraordinary client satisfaction and experience.
With a keen eye for detail, Megan is engaged across all operational matters, partnering with vendors, collaborating with teammates, and communicating with clients to bring operational smoothness to all elements of our services. Megan is also a key participant in the build out of the firm’s growing list of partner organizations, called “Canopy Connects”, where we engage and refer these vetted third-party organizations to Canopy client members for relevant areas of service.
Experience
Ascent Private Capital Management of U.S. Bank (2017 – 2023)
Education & Certifications
Financial Paraplanner Qualified Professional™, College for Financial Planning®
B.S., Education, University of Cincinnati
Christopher Baucom, CFA®
Partner
Senior Investment Consultant
Christopher is a Senior Investment Consultant and heads Canopy Partner’s investment committee. He is responsible for portfolio strategy, implementation, and management of portfolios and outcomes for all clients. He brings a rich 25+ year career with focus on private capital strategies and entrepreneurial mandates. Leveraging his deep relationships, strong manager due diligence skills, Christopher ensures that clients of Canopy Partners have access to some of the best institutional private and public investment managers in the world while incorporating client specific needs and expectations surrounding risk and return.
A strong communicator, educator, and passionate about the capital markets, clients enjoy frequent dialog with Christopher, gaining insight to the firm’s position on all sorts of topics, their specific investments, and engaging around values-based impact investment strategies.
Experience
Ascent Private Capital Management of U.S. Bank (2012-2023)
Fort Washington Capital Partners Group (2001-2012)
Copernus Inc. (1995-2001)
Education & Certifications
B.S., Industrial Engineering, North Carolina State University
M.B.A., University of Chicago
Chartered Financial Analyst (CFA)®
Jessica Nielsen, J.D., CFP®
Partner
Wealth Strategy, Philanthropy and Generational Well-Being
Jessica is a member of Canopy’s wealth strategy practice area with special focus on multi-generational families and rising generation leadership. She provides Canopy clients with a holistic, comprehensive approach to estate planning and wealth strategy aiming to foster an environment of communication, trust, and overall family wellbeing while implementing tactics concerning wealth transfer, estate planning, and philanthropy.
Jessica leads the firm’s philanthropic planning area bringing new resources and focus to this important area of specialty. While the key elements of tax, legal, and fiduciary are always present, it is her focus and care concerning the family’s needs and generational wellbeing that make all the difference.
Experience
Ascent Private Capital Management of U.S. Bank (2018- 2023)
Hilliard Lyons Trust Company (2014- 2018)
JP Morgan Private Bank (2013- 2014)
Education & Certifications
B.S., Indiana University, Kelley School of Business
J.D., University of Cincinnati College of Law
Ohio Licensed Attorney
Certified Financial Planner, CFP®
Scott Mahon, J.D., CFP®
Partner
Wealth Strategy, Entrepreneurs & Risk Management
Scott is a member of Canopy’s wealth strategy practice area with focus on strategic advice to entrepreneurs and business owners. Scott’s planning capabilities surround all aspects of our clients’ estate and wealth transfer plans, business succession, tax planning, executive benefits, and risk management. Coordinating closely with each client’s legal and accounting advisors, Scott seeks to ensure timely and seamless implementation of these complex concepts while always ensuring the long-term, generational wellbeing of our clients.
Experience
Ascent Private Capital Management of U.S. Bank (2012 – 2023)
Private Client Reserve, U.S. Bank (2006 – 2012)
Deloitte (1997 – 2006)
Education
J.D., Ohio State University
B.A., Economics, University of Cincinnati
Ohio Licensed Attorney (inactive)
Certified Financial Planner®
Ohio Life Agent
Lawrence Lesko, CFA®
Partner
CFO Services and Data Analysis
Larry leads the comprehensive build out and ongoing maintenance of each family’s financial enterprise and reporting structure. He functions much like a client’s personal CFO, transforming information necessary for key decision making, communications and sharing in support of our Members’ financial and generational wellbeing.
An experienced family wealth financial analyst, he collaborates closely with the investment and planning teams, providing data, information, reporting & analysis in support of team members and outside advisors engaged in the management of family wealth and related activity. He also serves as Canopy’s main contact to our client’s tax advisors, simplifying tax organization and data collection.
Experience
Ascent Private Capital Management of U.S. Bank (2012-2023)
Fifth Third Bank (2002-2012)
Synergistics (2000-2002)
Education & Certifications
B.S., Wright State University, Accounting & Finance
CPA Certification (inactive)
Chartered Financial Analyst (CFA)®
Justin Stone
Partner
Member Experience
Justin leads Member experience and our Member onboarding process. He has enjoyed a nearly 30-year career in financial services across the investment banking, institutional investment management and family office industries. Most recently he was a Managing Director at Ascent Private Capital Management for nearly 10 years. As a generalist and leader, he focuses on Canopy Partners’ strategy, service model innovation, and commitment to delivering a superior Member client experience.
Justin has always operated with an entrepreneur’s mindset. During his career he co-founded a successful business in the automotive industry which rapidly grew in 5 years and ultimately realized a sale to a strategic buyer. He relates to the challenges and considerations to grow and operate a family business and the accountability a family business has to its owners, employees and community.
Experience
Carriage House Car Wash (2022–2024)
Ascent Private Capital Management of U.S. Bank (2012-2022)
Fort Washington Investment Advisors (2004-2012)
Education & Certifications
B.A., Economics Union College (New York); Phi Beta Kappa
M.B.A., Strategy and Operations Cornell University Johnson Graduate School of Management
Park Leadership Fellow, Cornell University Johnson Graduate School of Management
Our Office
What Does Success Look Like at Canopy Partners?
We’ll integrate every aspect of your family’s complex financial activities, help you invest with conviction and purpose, and prepare the rising generation with a shared vision of stewardship. That’s what success looks like. That’s what’s possible with Canopy Partners.
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