Family-owned Dayton Brokerage Firm Announces Woman Successor

Professional headshot of Kate Vriner, President of Sunbelt Business Advisors of Southwest Ohio, smiling against a brick background.

In an interview with The Dayton Business Journal, reporter Nicole Mistretta sat down with Sunbelt Business Advisors of Southwest Ohio owner Gerry Chadwick and his daughter, Kate Vriner to discuss how the Dayton branch of the brokerage is evolving and growing.

The most important detail of that evolution is Kate’s expanded role and involvement.

In January, Kate was named the new President of Sunbelt Business Advisors of Southwest Ohio. And for the father-daughter duo, 2024 will be a year of transition as she prepares to take over as owner in 2025 in addition to her President role.

“It’s scary and exciting,” Kate said. “There’s pressure to continue what he’s built – Not just on the work side of things, but on the community aspect of it. He’s been, for as long as I can remember, extremely involved in the community. That was something that he and my mom instilled in me. So, I’m making sure that, as a company, we continue to be involved in different things.”

The change will make Sunbelt a woman-owned business for the first time, a title that comes with great meaning for both Kate and Gerry.

“In kind of a traditional guy world women have not always been given the access and the support to successfully operate a business,” Gerry told the Journal. “We don’t get any financial value out of being a woman-owned business, but I think one of the things that we bring to the table is certainly a great level of empathy – maybe some skills that can add in assisting business owners with where they can get to. I think through Kate’s experience in this business, she can show them and give some guidance on how to get there and maybe skip a couple of mistakes along the way, which that’s kind of what I see. And that’s something that’s awesome.”

For more thoughts from both Kate and Gerry and additional context about Sunbelt and its history, read the full article.

 

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Gerry Chadwick

Gerry started Sunbelt Business Advisors of Southwest Ohio in December of 2005 after a decade in leadership at Excellence in Motivation, a full-service performance improvement and business loyalty solutions company. In addition to nearly 20 years with Sunbelt, Gerry has served in a variety of leadership roles with organizations like the Rotary Club of Dayton, the Dayton Region Manufacturers Association and the Grandview Foundation.

Gerry has extensive experience working with nonprofits, and is passionate about cycling-related fundraisers. He co-founded Tour de Gem, a Dayton cycling event used to raise money for regional nonprofits that has raised more than $450,000 since its inception in 2017. When he’s not working or cycling, Gerry can be found having fun with his grandchildren or watching UD Flyers games.

https://www.linkedin.com/in/gerrychadwick/
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