OSTA President’s Letter

Dear OSTA Members and Sponsors,

I would first like to thank the 2017 OSTA Board (John Helton and Mike Shields) for all their hard work and dedication to the organization. I would also like to thank Jay Meagrow for organizing another outstanding golf outing. Finally, a special thanks to Geff Gioia for his continued support of OSTA. His passion and appreciation inspired me to assume this leadership position, and I will do my best to deliver the same experience that he and other past-presidents have given us over the years.

Our OSTA 2018-2019 Board has five members. Julie Waring, Geff Gioia, Mike Healy, and Linda Heuman will serve as Governors and provide experience and insights. You will notice we are also looking for members willing to progress through the various Officer positions (Secretary, Treasurer, Vice President, President). Please let me know if you or anyone in your firm is interested in a position.

Please see the recently-updated web site: https://OhioSTA.org. It should provide a better user experience and be more mobile-friendly. Mail communications can be sent to our PO address: Ohio Security Traders Association P.O. Box 1014, Cincinnati, Ohio, 45202-9998. The main communication tools are; email (Chimp Mail), our website OhioSTA.org, and Twitter at @Ohio_STA.

OSTA’s 2018 Plans
The OSTA summer outing will be held on June 21st – 22nd 2018 in Cleveland. As in previous years, we intend to host the dinner event on the Thursday (June 21st) with golf on the Friday (June 22nd). We encourage Buy Side golf participation and the networking benefits it generates. I will be playing this year, so don’t worry about being the worst player on the course! Since 2009, the OSTA has given $170,000 away to micro-charities in the Ohio region, and we will continue our dedication to local charities at the annual meeting in June.

What we need from you
OSTA Members: Please respond promptly to the 2018 annual dues invoice, solicit sponsors, volunteer to help with content, board positions, charity submissions, and most importantly attend the events. You should also consider attending the 85th annual Market Structure Conference presented by the National STA in Washington, DC, on October 3rd-5th, 2018. Your OSTA dues provide free admission to the conference and special rates on the hotel.
OSTA Sponsors: Our local OSTA would not exist without your support. We expect over 100 members and guest attendees at our annual event, representing significant exposure to assets managed across Ohio. You may remember that we set new OSTA sponsorship levels in 2017. They can be found here: OSTA Sponsorship Info.

Best Regards,
Dino Lucarelli,
President OSTA (2018-2019)


  • Dino Lucarelli, President (2018-2019), Fifth Third Bank
  • (Open) Vice President
  • (Open) Treasurer
  • (Open) Secretary


Board of Governors

  • Linda Heuman, Fifth Third Bank
  • Julie Waring, Keybanc Capital Markets
  • Mike Healy, Wolverine Execution Services
  • Geff Gioia, Northcoast Research Partners
  • (Open) Columbus