Presidents Letter

Dear OSTA Members and Sponsors

First I would like to thank the 2016 OSTA Board (Dino Lucarelli, Mike Shields, & past-president Sean Burke) for working behind the scenes to make membership/sponsorship drives, and events so successful.  A special thank you to Jay Meagrow for his time creating and managing the annual meeting golf outing at his club.  The by-laws require board members to advance in leadership role after each two year commitment, or discontinue board service for one year. We also are in need of “new” board members in the Cleveland Columbus areas for 2017 -2019.

The OSTA Board has three members and we will share multiple responsibilities. Dino Lucarelli will be Vice-President & Co- Treasurer, while Mike Shields will be Co-Treasurer and Secretary.  We look forward to new faces on the OSTA Board. Sean Burke will continue as Past-President for 2017.   If you are interested in joining the board contact me. We especially want the Board to represent the whole state geographically, and will need Board members from Cleveland and Columbus.

Please notice 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, and Twitter at @Ohio_STA.

So with that what are we (and you) going to do in 2017?

The OSTA summer outing will be held on June 15-16, 2017 in Cleveland.  We are close to locking down the new Cleveland Hilton as the June 15th, Thursday dinner venue. Jay Meagrow was kind enough to reserve his club, The Mayfield Sandridge Country Club for the June 16th golf outing. Buy Side golf participation continues to grow, and is relationship building and rewarding to those who play golf, please consider a few extra hours and play. What else would you do with Friday morning – noon.  Since 2009 the OSTA has given $140,000 away to micro-charities in the Ohio region and we will continue our dedication to local charities in a new way. We will incorporate the giving to the charities at the Annual meeting instead of the discontinued Season of Giving.

So do we need from you? To our members please respond promptly to the new lower price 2017 annual dues invoice, solicit sponsors, volunteer to help with content, board positions, charity submissions, and most importantly attend the events. You should also seriously consider attending the 84th annual Market Structure Conference presented by the National STA in Washington, DC, on September 13-15, 2017. Your OSTA dues provide free admission to the conference and special rates on the hotel.

To our sponsors, you are our financial life blood and cannot have the local OSTA without you. So please sponsor our local chapter in 2017. We have roughly 111 members & guest attendees that attend the annual meeting. Attendees represent a majority of the equity assets managed in Ohio. A good portion of our sponsorship & membership funds goes to support the National STA. Please see the attractive new levels of Ohio STA sponsorship: OSTA Sponsorship Info

As in any organization, the OSTA is what you make it, and the quality consists of members who take involvement at heart, so participate. Finally, I look forward to a year of change, and fresh approaches, along with the tried and true activities. I and the rest of the OSTA Board look forward to a great year. If you need to reach out to me email or call 513-361-7646.

Best Wishes,

John Helton, President OSTA (2016- 2017)


  • John Helton, President (2016- 2017) Fort Washington Investment Advisors
  • Dino Lucarelli, President (2018-2019), and Vice President & Co-Treasurer (2016 – 2017) Fifth Third Bank
  • Mike Shields, Co-Treasurer & Secretary (2016 – 2017) Renaissance Investment Management

Board of Governors

  • Sean Burke, Past President  (2016-2017) Integrity Asset Management
  • Open Cleveland
  • Open Columbus