Business Courier: Lindner, UC grads form 1819 Wealth Advisors
Name of new investment advisory practice is a nod to UC’s founding year
A pair of Cincinnati-based Raymond James investment advisory groups have joined forces as 1819 Wealth Advisors. The new, combined practice manages investments and financial planning for local and national households.
Four of the practice’s six partners attended the Carl H. Lindner College of Business: Mire Jonovski, Bus ’77, AAMS, First Vice President, Investments; Dustin Martin, Bus ’14, CFP, CEPA, Financial Advisor; David Rodrigo, Bus ’94, ’06, CPA, PFS, CFP, MBA, MSBA, First Vice President, Investments; and Dan Snow, Bus ’01, CFP, AAMS, CRPS, Branch Director and Financial Advisor.
The two other 1819 partners are UC graduate, Geoff Ziegler, A&S ’07, CECH ’12, AAMS, Financial Advisor, and Jason E. Goldberg, CFP, First Vice President, Investments. The 1819 name is a nod of appreciation to the founding year of the University of Cincinnati and the city of Cincinnati.
“We all got along and realized we were doing a lot of the same things in terms of financial planning and managing portfolios,” Snow told the Cincinnati Business Courier. “We had similar philosophies. It kind of morphed into looking at combining these teams to be more efficient and to see if we can take things to the next level.”
The 1819 Wealth Advisors team (from left): David Rodrigo, Bus ’94, ’06, CPA, PFS, CFP, MBA, MSBA, First Vice President, Investments; Dan Snow, Bus ’01, CFP, AAMS, CRPS, Branch Director and Financial Advisor; Jason E. Goldberg, CFP, First Vice President, Investments; Mire Jonovski, Bus ’77, AAMS, First Vice President, Investments; Geoff Ziegler, A&S ’07, CECH ’12, AAMS, Financial Advisor; and Dustin Martin, Bus ’14, CFP, CEPA, Financial Advisor.
1819 Wealth Advisors is now affiliated with Raymond James Select after previously being aligned with Raymond James Associates. Per the Cincinnati Business Courier, 1819 considers its structure a hybrid between working for an investment firm and a “full-blown registered investment adviser they own and control.”
“We felt like a natural first step was to take on rent and staff,” Martin said to the Cincinnati Business Courier. “We still get that back-office support, so we get to be advisers every day.”
1819 Wealth Advisors recently visited Lindner Hall to discuss 1819’s origin, their experiences studying business at UC, the importance of co-op and more.
Read more from the Cincinnati Business Courier.
Featured image: 1819 Wealth Advisors’ four Lindner/UC College of Business Administration graduates (from left): Dustin Martin, Dan Snow, David Rodrigo and Mire Jonovski. All photos by Danielle Lawrence/Carl H. Lindner College of Business.
Empowering business problem solvers
We fuel professional growth through our distinctive combination of academic and hands-on experiences: our problem-solving mindset, cooperative education, flexible pathways, inclusive community and vibrant, urban setting. Place, age or stage — students from a diversity of backgrounds become problem solvers at Lindner. Begin your journey today.
Related Stories
University of Cincinnati college is piloting a program to serve alumni of foster and kinship care
December 12, 2025
In 2025 the Ohio Reach Postsecondary designation was awarded to UC's College of Education, Criminal Justice, Human Services, and Information Technology (CECH) as part of the program's third cohort. The program recognizes and supports higher education institutions that have worked to make their campuses welcoming and accessible for students with a history in foster or kinship care. CECH will run a pilot program called Anchor Point aimed at wide-scale implementation across the campus in Fall 2026.
Ohio nurses weigh in on proposed federal loan rule
December 12, 2025
Spectrum News journalist Javari Burnett spoke with UC Dean Alicia Ribar and UC nursing students Megan Romero and Nevaeh Haskins about proposed new federal student loan rules. Romero and Haskins, both seniors, were filmed in the College of Nursing’s Simulation Lab.
Bearcat Mascot, Cheer Team and scholarships help celebrate Decision Day
December 12, 2025
Cincinnati media organization provided news coverage of Decision Day activities at the University of Cincinnati on Dec. 10, 2025. Surprise announcements of the 2026 Marian Spencer Scholarship recipient occurred during the day.