Fifth Third Asset Management

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Fifth Third Asset Management Employees

Employee
Years
Job
Industry
Jim Russell, C.F.A. Jim Russell, C.F.A. Cincinnati Area Details
Jim Russell, C.F.A.'s Fifth Third Asset Management Experience October 1994 - August 2007
Job Principal and Portfolio Manager, Vice President at Bahl & Gaynor Investment Counsel
Industry Investment Management
Experience
Bahl & Gaynor Investment Counsel  October 2014 - Present
U.S. Bank   August 2007 - October 2014
U.S. Bank   August 2007 - 2011
Fifth Third Asset Management   October 1994 - August 2007

Skills
Portfolio Management, Wealth Management, Investment Management, Investments, Asset Management, Investment Strategies, Asset Allocation, Equities, Finance, High Net Worth..., Mutual Funds, Hedge Funds, Equity Research, Asset Managment, Bloomberg, Retirement Planning, Wealth Management..., Banking, Investment Advisory, Alternative Investments, Strategic Financial..., Fixed Income, Securities, Series 7

Education
Emory University - Goizueta Business School   1986 — 1988
MBA, Finance

Centre College   1979 — 1983
B.S., Chemistry

Eric J Holmes, CFA Eric J Holmes, CFA Cleveland/Akron, Ohio Area Details
Eric J Holmes, CFA's Fifth Third Asset Management Experience February 2003 - January 2013
Job Partner at Foundry Partners, LLC
Industry Investment Management
Experience
Foundry Partners, LLC   January 2014 - Present
Foundry Partners, LLC   February 2013 - Present
Fifth Third Asset Management   February 2003 - January 2013
Victory Capital Management  July 1999 - February 2003
Manning & Napier Advisors  February 1994 - February 1999

Skills
Equity Research, Equities, Valuation, Asset Managment, Asset Allocation, Investments, Portfolio Management, Asset Management, Equity Valuation, Capital Markets, Investment Management, Finance, Analysis, Mutual Funds, Competitive Analysis, Investment Strategies, Wealth Management, Financial Modeling

Education
Rochester Institute of Technology   1992 — 1994
MBA, Finance

State University of New York College at Geneseo   1988 — 1992
BA, Economics

John Cassady,CFA John Cassady,CFA Greater Grand Rapids, Michigan Area Details
John Cassady,CFA's Fifth Third Asset Management Experience July 1999 - December 2013
Job Senior Portfolio Manager at ClearArc Capital, Inc.
Industry Investment Management
Experience
ClearArc Capital, Inc.   December 2013 - Present
Fifth Third Asset Management   July 1999 - December 2013
APAM, Inc   1996 - 1999

Skills
Fixed Income, MBS, Structured Finance, Structured Products, Credit, Portfolio Management, ABS, CMBS, Investment Management, Bonds, Strategy, Alternative Investments, Asset Allocation, Asset Management, Bloomberg

Education
Chartered Financial Analyst
CFA

Georgia Institute of Technology   1983 — 1987
BS, Industrial Management

Candace N. Ellis Candace N. Ellis Cincinnati, Ohio Details
Candace N. Ellis's Fifth Third Asset Management Experience October 2012 - May 2013
Job http://www.thechristhospital.com
Industry Hospital & Health Care
Experience
The Christ Hospital Health Network  May 2013 - Present
Fifth Third Asset Management   October 2012 - May 2013
North Star Academy Charter School   November 2011 - March 2012
Union County College  April 2009 - April 2011
Scott Reprographics, LLC   May 2008 - April 2009
Girls Educational and Mentoring Services   August 2002 - February 2008

Skills
Public Speaking, Microsoft Office, Office Management, Social Networking, Community Engagement, Human Resources, Final Cut Pro, Adobe Creative Suite, Crisis Management, Team Building, Creative Writing, Volunteering, Youth Mentoring, Website Development, Research, Secretarial Skills, Heavy Calendaring, Internal Audit, Program Development, Fundraising, Student Recruiting, Workshop Facilitation, Office Administration, Confidentiality, Bidding Process, Microsoft Excel, Coaching, Organization

Education
Marie Smith Urban Street Academy   2003 — 2003
General Equivalency Diploma, Basis Business Management

Union County College
Social Science /Criminal Justice

Luke Robichaud, CFP® Luke Robichaud, CFP® Greater New York City Area Details
Luke Robichaud, CFP®'s Fifth Third Asset Management Experience April 2002 - May 2012
Job Regional Sales Director at Midwood Financial Services, Inc.
Industry Financial Services
Experience
Midwood Financial Services, Inc.   September 2013 - Present
Hartford Mutual Funds  December 2012 - May 2013
Fifth Third Asset Management   April 2002 - May 2012
Fifth Third Asset Management   April 2002 - June 2005
John Hancock Life Insurance Company (U.S.A.)   September 1998 - March 2002

Skills
Asset Allocation, Portfolio Management, Investment Management, Series 7, Series 24, Series 6, Series 63, Series 65, Life & Health Insurance..., Investments, Separately Managed..., Mutual Funds, Fixed Annuities, Variable Annuities, Retirement Planning, Retirement, Building Relationships, Alternative Investments, Wealth Management, Financial Advisory, Life Insurance, Insurance, Investment Advisory, 401k, Investment Strategies, Asset Management, Financial Services, FINRA, Relationship Management, Securities, Pensions, IRAs, ETFs, Wealth Management..., Fixed Income, Strategic Financial..., Uniform Combined State..., Hedge Funds, Selling, Wealth, Bonds, Financial Planners

Education
College for Financial Planning
Certified Financial Planner, CFP(R)

Fitchburg State College
BS, Business Admin. - Marketing

Massachusetts College of Art and Design
BFA, Fine Arts

Ije Obiorah Ije Obiorah Dallas, Texas Details
Ije Obiorah's Fifth Third Asset Management Experience June 2006 - September 2006
Job Loyalty Marketing Manager
Industry Hospitality
Experience
Omni Hotels & Resorts  February 2015 - Present
American Airlines  November 2012 - February 2015
Hilton Worldwide  May 2011 - October 2012
Fannie Mae  March 2010 - May 2011
Cincinnati Bell  January 2009 - September 2009
Duke Realty Corporation  June 2007 - December 2008
Fifth Third Asset Management   June 2006 - September 2006

Skills
Cross-functional Team..., Strategy, Analysis, Market Planning, Negotiation, Data Analysis, Vendor Management, Business Analysis, Marketing Research, Analytics, Building Relationships, Contract Negotiation, Relationship Management

Education
University of Cincinnati   2004 — 2008
BBA, Marketing

Shannon King, CPA Shannon King, CPA Cincinnati Area Details
Shannon King, CPA's Fifth Third Asset Management Experience September 2007 - November 2012
Job CFO at Cinfed Credit Union
Industry Financial Services
Experience
Cinfed Credit Union  February 2013 - Present
Caracole, Inc.   January 2013 - Present
Caracole  2012 - Present
Fifth Third Asset Management   September 2007 - November 2012
Fifth Third Bank  October 2001 - September 2007
Deloitte & Touche  June 1999 - October 2001
The Midland Company  1995 - 1996

Skills
Series 7, Financial Reporting, Auditing, SEC reporting, Audit, Compliance, Internal Controls, Investments, Securities, Accounting, Financial Analysis, Budgeting, Mutual Funds, Excel, Capital Markets, SOX, Derivatives, Microsoft Office, Process Improvement, Business Analysis, Finance, Internal Audit, GAAP, Analysis, Banking, External Audit, Financial Accounting, Valuation, Account Reconciliation, SEC filings, Bloomberg, Microsoft Excel, Portfolio Management, Sarbanes-Oxley Act, Treasury Management, Treasury, Strategic Financial..., Financial Statements, Budgets

Education
Northern Kentucky University   1990 — 1996
Bachelor of Science, Accounting

Samuel Curran Samuel Curran Cincinnati, Ohio Details
Samuel Curran's Fifth Third Asset Management Experience June 2013 - September 2013
Job Analyst, Client Management II
Industry Financial Services
Experience
ClearArc Capital   July 2015 - Present
Fifth Third Bank  January 2014 - July 2015
Fifth Third Asset Management   June 2013 - September 2013
Northwestern Mutual  June 2012 - September 2012
UPS  December 2010 - December 2011

Skills
Licensed to Sell..., Microsoft Excel, Microsoft Office, Microsoft Word, SAS, Financial Analysis, Investments, Finance, PowerPoint, Time Management

Education
Ohio University   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Business Economics

Marty Hargrave Marty Hargrave Greater Minneapolis-St. Paul Area Details
Marty Hargrave's Fifth Third Asset Management Experience 2003 - 2012
Job Portfolio Manager at Abbot Downing
Industry Investment Management
Experience
Abbot Downing  November 2012 - Present
Fifth Third Asset Management   2003 - 2012
Paladin Investment Associates   2000 - 2003
Investment Advisers Inc  1996 - 2000
Sunkist Growers  1991 - 1996

Skills
Stock Market, Portfolio Management, Equity Research, Financial Analysis, Corporate Finance, Treasury Management, Investments, Investment Strategies, Banking, Equities, Financial Modeling, Investment Management, Alternative Investments, Investment Advisory, Bloomberg, Asset Management, Hedge Funds

Education
UCLA Anderson School of Management   1989 — 1991
Master of Business Administration (MBA), Finance

University of Southern California   1976 — 1980
Bachelor of Science (B.S.), Biology/Biological Sciences, General

Santana High School

Jim Makhlouf, CFA Jim Makhlouf, CFA Greater Atlanta Area Details
Jim Makhlouf, CFA's Fifth Third Asset Management Experience 1994 - 1998
Job Senior Portfolio Manager at Buckhead Asset Management
Industry Investment Management
Experience
Buckhead Asset Management   September 2008 - Present
Evergreen Investments / Wachovia   2001 - 2008
Bank of America Investment Management   1998 - 2001
Fifth Third Asset Management   1994 - 1998

Education
CFA - Chartered Financial Analyst

University of Notre Dame
Master of Business Administration (MBA), Finance Concentration, 3.42

Boston College
Bachelor of Science (BS), Finance, 3.35

Matthew Volpenhein Matthew Volpenhein Cincinnati, Ohio Details
Matthew Volpenhein's Fifth Third Asset Management Experience January 2010 - August 2012
Job Portfolio Administrator at Bahl & Gaynor Investment Counsel
Industry Financial Services
Experience
Bahl & Gaynor Investment Counsel  August 2012 - Present
Fifth Third Asset Management   January 2010 - August 2012
J.P. Morgan   February 2009 - December 2009
J.P. Morgan   June 2006 - February 2009

Skills
Axys, Charles River IMS, Qube, REX, Bloomberg Terminal, Advent, Omgeo Oasys

Education
University of Cincinnati   2001 — 2006
Bachelor of Business Administration (BBA), Accounting

Lauren Church Lauren Church Dayton, Ohio Area Details
Lauren Church's Fifth Third Asset Management Experience May 2010 - August 2010
Job Account Executive at Fahlgren Mortine
Industry Public Relations and Communications
Experience
Fahlgren Mortine  August 2013 - Present
Fahlgren Mortine  May 2012 - July 2013
Fahlgren Mortine  January 2012 - April 2012
University of Dayton  August 2011 - April 2012
Fahlgren Mortine  May 2011 - August 2011
Fifth Third Asset Management   May 2010 - August 2010

Skills
AP Style, Press Releases, Cision, New Business Research, Event Planning, Social Media Monitoring, Media Relations, Reporting & Analysis, Critical Mention

Education
University of Dayton   2008 — 2012
Public Relations, Marketing

Sarah Conwell Sarah Conwell Cincinnati, Ohio Details
Sarah Conwell's Fifth Third Asset Management Experience June 2013 - June 2014
Job Associate Portfolio Manager at ClearArc Capital, Inc.
Industry Banking
Experience
ClearArc Capital, Inc.   June 2014 - Present
Fifth Third Asset Management   June 2013 - June 2014
Ohio University Center for International Studies  September 2012 - May 2013
Campus Involvement Center, Ohio University   October 2009 - May 2013
Ohio South Youth Soccer  June 2009 - December 2012

Skills
Microsoft Excel, PowerPoint, Oracle E-Business Suite, French, Leadership, Finance, Administration, Public Speaking, Teamwork, Research

Education
Ohio University   2008 — 2013
B.B.A., Finance & B.B.A., International Business, GPA: 3.7 & 3.8 respectively

Ohio University   2008 — 2013
Major Certificate, French

Chris Zehetmaier CIMA®, CAIA® Chris Zehetmaier CIMA®, CAIA® Cincinnati Area Details
Chris Zehetmaier CIMA®, CAIA®'s Fifth Third Asset Management Experience April 2004 - September 2012
Job Fort Washington Investment Advisors
Industry Investment Management
Experience
Fort Washington Investment Advisors  October 2012 - Present
Fifth Third Asset Management   April 2004 - September 2012
Fifth Third Asset Management   April 2002 - March 2004
Fifth Third Bank  June 1998 - April 2002
Prudential Financial  May 1997 - June 1998

Skills
Investments, Alternative Investments, Mutual Funds, CAIA, Bloomberg, CIMA, Investment Management, Finance, Asset Management, Strategy, Portfolio Management, Wealth Management, Equities, Series 7, Series 65, Investment Strategies, Separately Managed..., Retirement Planning, Financial Services, Management, Analysis, Series 63, Due Diligence, Series 6, Competitive Analysis, Asset Allocation, Investment Manager..., eVestment Alliance, Zephyr StyleADVISOR and..., Morningstar Direct,..., MS Office applications..., FactSet, Charles River...

Education
Xavier University   2000 — 2002
MBA, Finance

Ohio University   1992 — 1997
Bachelor of Business Administration (B.B.A.), Finance

Ohio University   1992 — 1997
Bachelor of Science (B.S.), Communcation

Harrison Clark III Harrison Clark III Cincinnati Area Details
Harrison Clark III's Fifth Third Asset Management Experience February 2011 - August 2012
Job Hybrid Life Wholesaler @ Protective Life
Industry Investment Management
Experience
Protective Life  September 2012 - Present
Kentucky Army National Guard  March 1989 - Present
Fifth Third Asset Management   February 2011 - August 2012
PNC Investments  April 2007 - February 2011
MetLife  April 2003 - May 2007

Skills
Series 7, Life & Health OH, KY, Series 66, Mutual Funds, Fixed Annuities, Asset Allocation, Separately Managed..., Financial Advisory, Series 63, Retirement Planning

Education
Lewis County High School

University of Kentucky

Steve Hedger Steve Hedger Cincinnati Area Details
Steve Hedger's Fifth Third Asset Management Experience 1999 - 2011
Job Director, Trading and Investment Operations at ClearArc Capital (Formerly Fifth Third Asset Management, Inc.)
Industry Financial Services
Experience
ClearArc Capital (formerly Fifth Third Asset Management)   January 1999 - Present
Fifth Third Asset Management   1999 - 2011

Skills
Trading Systems, Investments, Asset Managment, Portfolio Management, Fixed Income, Equities, Bloomberg, Securities, Alternative Investments, Mutual Funds, Trading, Series 7, Asset Allocation, Series 63, Equity Trading, Investment Management, Team Leadership, Asset Management, Options, Leadership Development..., Leadership Development

Education
University of Cincinnati

David Mason, CAIA David Mason, CAIA Cincinnati Area Details
David Mason, CAIA's Fifth Third Asset Management Experience March 2005 - March 2008
Job Vice President Investment Strategies at Fund Evaluation Group, LLC
Industry Investment Management
Experience
Fund Evaluation Group, LLC  October 2014 - Present
Fund Evaluation Group  March 2008 - September 2014
Fifth Third Asset Management   March 2005 - March 2008
Fidelity Investments  September 2000 - February 2005

Skills
Portfolio Management, Equities, Alternative Investments, Asset Management, Investments, Series 7, Hedge Funds, Trading, Fixed Income

Education
Xavier University
In Progress, MBA-Finance

University of Cincinnati College of Business   1995 — 2000
BS, Finance and International Business

The Summit Country Day School

Justin Haskin Justin Haskin Durango, Colorado Details
Justin Haskin's Fifth Third Asset Management Experience December 2000 - May 2005
Job President at Grace Legacy Capital
Industry Financial Services
Experience
Grace Legacy Capital   May 2014 - Present
Indiana Perinatal Network  2010 - 2015
Wells Fargo Advisors, LLC  April 2009 - April 2014
United Methodist Foundation of Indiana   2011 - 2013
The Villages  2010 - 2012
JPMorgan Asset Management  August 2005 - April 2009
Fifth Third Asset Management   December 2000 - May 2005

Skills
CIMA, CFP®, Level II CFA Candidate, Retirement Planning, Alternative Investments, Strategic Financial..., Investments, Investment Management, Asset Management, Risk Management, Chartered Financial..., Institutional..., Series 63, Asset Allocation, Asset Managment, Series 7, Wealth Management, Mutual Funds, Financial Advisory, Finance, Portfolio Management, Strategic Planning, Management, Financial Planning

Education
Indiana University - Kelley School of Business   2003 — 2007
Master of Science (MS), Finance, General

Indiana University - Kelley School of Business   2003 — 2007
Master of Science (MS), Business Administration and Management, General

Macalester College   1996 — 2000
Bachelor of Arts (B.A.), Psychology

Michael Feldhaus Michael Feldhaus Cincinnati Area Details
Michael Feldhaus's Fifth Third Asset Management Experience January 2004 - January 2010
Job Institutional Sales Director at ClearArc Capital, Inc. (formerly Fifth Third Asset Management)
Industry Financial Services
Experience
ClearArc Capital (formerly Fifth Third Asset Management)   January 2010 - Present
Fifth Third Asset Management   January 2004 - January 2010
Fifth Third Asset Management   December 2002 - December 2004
Fifth Third Asset Management   November 2000 - November 2002

Skills
Business Development, Investments, Asset Management, Relationship Management, Corporate Finance

Education
Xavier University, Williams School of Business   2002 — 2004
MBA, Finance

Furman University   1996 — 2000
BA, Business

Christy Michael Christy Michael Greater Pittsburgh Area Details
Christy Michael's Fifth Third Asset Management Experience January 2006 - June 2007
Job Account Executive
Industry Insurance
Experience
MetLife  September 2015 - Present
MetLife  June 2007 - August 2015
Fifth Third Asset Management   January 2006 - June 2007

Skills
Disability Insurance, Insurance, Accident Insurance, Life Insurance, Employee Benefits, Property, Term Life Insurance, Claim, Brokers, Claims Management, Critical Illness, Dentistry, General Insurance, Health Insurance

Education
Duquesne University

Monica Ivey Monica Ivey Cincinnati Area Details
Monica Ivey's Fifth Third Asset Management Experience August 2011 - April 2013
Job Clinical Campaign Messaging Management Consultant at Humana
Industry Financial Services
Experience
Humana  April 2015 - Present
Fifth Third Bank (ClearArc Capital, formerly FTAM/Fifth Third Asset Management)   April 2013 - April 2015
Fifth Third Asset Management   August 2011 - April 2013
Fifth Third Asset Management   October 2010 - August 2011
UBS  May 2008 - November 2010
GE Money  May 2007 - August 2007

Skills
Marketing, Microsoft Office, Marketing Strategy, Advertising, Sales, Strategic Planning, Database Admin, Project Management, Internal Communications, Business Correspondence, Adobe Creative Suite, Editing, Customer Service, Finance, Marketing & Branding..., Event Planning &..., Database Management, Market Research /..., Presentation Creation, TV, Print, Digital &..., Six Sigma-White Belt, Microsoft Office Suite, Marketing Material..., SQL

Education
Miami University   2004 — 2008
B.A., Organizational Speech Communications

Mariann Hucke Mariann Hucke Cincinnati Area Details
Mariann Hucke's Fifth Third Asset Management Experience January 2012 - May 2012
Job Consulting Analyst
Industry Financial Services
Experience
Fund Evaluation Group  May 2014 - Present
MRM Capital   February 2013 - May 2013
Taft Museum of Art  September 2012 - December 2012
Johnson Investment Counsel  June 2012 - August 2012
Fifth Third Asset Management   January 2012 - May 2012

Skills
Microsoft Office, Microsoft Excel, Investments, Teamwork, Portfolio Management, Customer Service, CRM, Morningstar, Coates Analytics, Bloomberg Terminal

Education
University of Cincinnati   2009 — 2013
Bachelor of Arts (B.A.), Art History

University of Cincinnati   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General

Stephen Willer, CFA Stephen Willer, CFA Louisville, Kentucky Details
Stephen Willer, CFA's Fifth Third Asset Management Experience May 2013 - October 2013
Job Senior Portfolio Manager and Sector Strategist
Industry Investment Management
Experience
First State Investments  October 2013 - Present
Fifth Third Asset Management   May 2013 - October 2013
Deutsche Bank, Deutsche Investment Management Americas, Inc.   2007 - 2012
INVESCO Worldwide Fixed Income   2002 - 2007
INVESCO Worldwide Fixed Income   1998 - 2002

Skills
Fixed Income, Investments, Bloomberg, Asset Managment, Hedge Funds, Portfolio Management, Emerging Markets, Financial Modeling, Credit Derivatives, Quantitative Analytics, Quantitative Models, Investment Selection, Investment Strategies, Asset Allocation, Economic Modeling, Fundamental Analysis, Macro Analysis, Currency, Risk Management, Asset Management, ETFs, Electronic Trading, Macroeconomics, Investment Management, Bonds, Derivatives, Securities, Trading, Alternative Investments, Options, Valuation, Institutional..., Financial Markets, Financial Risk, Structured Products, High Yield, CDS, Bloomberg Terminal, Performance Attribution, Finance, Credit, Capital Markets, Equities, Equity Research, Financial Structuring, Economics, Commodity, Mutual Funds

Education
University of Richmond   1989 — 1993
Bachelor of Science in Business Administration, Finance Concentration

Matt Ebersbach Matt Ebersbach Greater Denver Area Details
Matt Ebersbach's Fifth Third Asset Management Experience September 2001 - October 2012
Job Vice President, Client Relationship Management at ALPS, A DST Company
Industry Investment Management
Experience
ALPS, A DST Company  2013 - Present
Fifth Third Asset Management   September 2001 - October 2012
BISYS Fund Services  1995 - 2001
Walmart  1993 - 1995

Skills
Mutual Funds, Asset Managment, Risk Management, Financial Services, Change Management, Cross-functional Team..., Business Relationship..., Third Party Vendor..., Fund Accounting, Fund Administration, Shareholder Services, Project Management, Acquisition Integration, Contract Negotiation, Resource Management, Transfer Agency, Operations Management, FINRA Series 6, 26, 63..., Product Management, Management, Leadership, Shareholder, Analysis, Relationship Management, Asset Management, Series 63, Business Strategy, Series 24, Separately Managed..., Investment Management, Series 6, Retirement Planning, Bonds, Financial Analysis

Education
Ohio University   1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance and Health Care Management

Northeastern University   1988 — 1988

Bishop Rosecrans

Carey Kruer, CFA Carey Kruer, CFA Cincinnati Area Details
Carey Kruer, CFA's Fifth Third Asset Management Experience May 2001 - March 2008
Job Director of Client Services at Renaissance Investment Management
Industry Investment Management
Experience
Renaissance Investment Management  March 2008 - Present
Fifth Third Asset Management   May 2001 - March 2008

Education
Indiana University Bloomington
Bachelor of Arts, Economics

Alex Insley Alex Insley Greater Chicago Area Details
Alex Insley's Fifth Third Asset Management Experience February 2000 - June 2007
Job Regional VP, Chicago, Zacks Investment Management
Industry Financial Services
Experience
Zacks Investment Management  January 2009 - Present
Fisher Investments  July 2007 - December 2008
Fifth Third Asset Management   February 2000 - June 2007
BISYS Fund Services  June 1998 - January 2000
BISYS Fund Services  July 1997 - January 2000

Skills
Series 7, Mutual Funds, Investments, Investment Management, Series 65, Insurance, Wealth Management, Asset Allocation, Securities, Retirement Planning, Investment Advisory, Series 6, Variable Annuities, Separately Managed..., Retirement, 401k, Investment Strategies, Series 24

Education
Penn State University   1985 — 1989
BS, Accounting: Finance, Economics emphasis

Penn State University
Bachelor's of science degree, Accounting and Finance

Pamela Schmitt, CFA, CDFA Pamela Schmitt, CFA, CDFA Union, Kentucky Details
Pamela Schmitt, CFA, CDFA's Fifth Third Asset Management Experience 2005 - 2008
Job Managing Director, Senior Portfolio Manager at RiverPoint Capital Management
Industry Investment Management
Experience
RiverPoint Capital Management   2008 - Present
Fifth Third Asset Management   2005 - 2008
Fifth Third Bank  2004 - 2005
Commerce Bank  1992 - 2002

Skills
Investment Management, Portfolio Management, Strategic Planning, Investments, Financial Modeling, Financial Analysis, Strategic Financial..., Asset Managment, Valuation, Accounting, Corporate Finance, Risk Management, Due Diligence, Banking, Private Equity

Education
Washington University in St. Louis - Olin Business School   1988 — 1992
BSBA, Business, Japanese

University of Missouri-Saint Louis
Master of Business Administration (MBA), Finance

Craig Hurwitz Craig Hurwitz Cincinnati Area Details
Craig Hurwitz's Fifth Third Asset Management Experience 1996 - 2005
Job Director, PwC Private Wealth Services
Industry Management Consulting
Experience
PricewaterhouseCoopers  2010 - Present
Portus Advisors, LLC   2008 - 2010
National City Bank  2007 - 2008
BlackRock  2005 - 2007
Fifth Third Asset Management   1996 - 2005

Skills
Portfolio Management, Investments, Wealth Management, Investment Strategies, Family Office, Talent Development, Risk Management, Asset Allocation, Trading, Equities, Ultra High Net Worth, Alternative Investments, Fixed Income, Private Banking, Sovereign Wealth Funds

Education
Indiana University - Kelley School of Business
MBA

Ohio Wesleyan University
BA

Jim Devereaux CLU, ChFC Jim Devereaux CLU, ChFC Greater Grand Rapids, Michigan Area Details
Jim Devereaux CLU, ChFC's Fifth Third Asset Management Experience November 2001 - June 2004
Job Investment Advisor Chesme Capital Management
Industry Investment Management
Experience
Chesme Capital Management   June 2007 - Present
Ziegler Financial Services (formerly Burnham Sullivan)   March 2005 - February 2006
Fifth Third Asset Management   November 2001 - June 2004
JPMorgan Chase  July 1964 - November 2001

Skills
Investment Management, Financial Advisory, Pensions, Relationship Management, New Business Development, Institutional..., Negotiation, Sales, Portfolio Management

Education
Davenport University

Grand Rapids Community College

Dan Ford, CFA, CAIA Dan Ford, CFA, CAIA Indianapolis, Indiana Area Details
Dan Ford, CFA, CAIA's Fifth Third Asset Management Experience December 2011 - February 2013
Job Senior Portfolio Analyst at 40|86 Advisors
Industry Investment Management
Experience
4086 Advisors  February 2013 - Present
Fifth Third Asset Management   December 2011 - February 2013
WHM Capital Advisors   November 2010 - November 2011
Fifth Third Asset Management   May 2011 - September 2011
Fifth Third Asset Management   June 2008 - August 2008

Skills
Bloomberg, Bloomberg Terminal, Microsoft Office, VBA, SAS, Morningstar, Trading, Portfolio Management, Asset Allocation, Fixed Income, C++, Investments, MarketAxess, Charles River IMS, Adobe Acrobat, German, Axys, Hedge Funds, Finance, Financial Analysis, Mutual Funds, Excel VBA, Factset, Bloomberg Launchpad, Bloomberg API, Advent Axys, Advent Moxy, HTML/XML, Morningstar Principia, Private Equity

Education
CFA Institute   2011 — 2013

University of South Carolina - Darla Moore School of Business   2008 — 2011
BS, Investment Finance

University of Wisconsin-Madison   2007 — 2008

Ridley College   2003 — 2007

Christopher J. Bell Christopher J. Bell Cincinnati Area Details
Christopher J. Bell's Fifth Third Asset Management Experience 2005 - 2007
Job Managing Director, National Private Bank
Industry Investment Management
Experience
Fifth Third Bank  2012 - Present
Fifth Third Bank  2008 - 2011
Fifth Third Asset Management   2005 - 2007
Fifth Third Bank  2001 - 2004
Deloitte  1992 - 1998

Skills
Banking, Financial Analysis, Wealth Management, Private Wealth..., Strategic Financial..., Investments, Portfolio Management, Mutual Funds, Securities, Asset Managment, Investment Management, Financial Modeling, Asset Allocation, 401k, Investment Advisory, Risk Management, Wealth Management..., Asset Management, Financial Services, Finance, Relationship Management, Strategy, Financial Planning, Retirement Planning

Education
Miami University   1988 — 1992
BS, Accountancy

Miami University   1988 — 1992
Bachelor's degree, Accounting

David Byrns, CFA David Byrns, CFA Kansas City, Missouri Details
David Byrns, CFA's Fifth Third Asset Management Experience January 2008 - March 2009
Job Investment Analyst at American Century Investments
Industry Investment Management
Experience
American Century Investments  August 2014 - Present
The London Company  May 2013 - August 2014
American Century Investments  May 2012 - August 2012
Hilliard Lyons Capital Management, LLC   March 2009 - April 2011
Fifth Third Asset Management   January 2008 - March 2009
Fifth Third Asset Management   May 2007 - August 2007

Education
University of Wisconsin-Madison, Wisconsin School of Business   2011 — 2013
Master of Business Administration Candidate, Applied Security Analysis Program (ASAP)

CFA Institute   2007 — 2009
CFA Charterholder

University of Dayton   2003 — 2007
Bachelor of Science in Business Administration, Finance & Accounting

Melissa Robich, CFP (R) Melissa Robich, CFP (R) Louisville, Kentucky Details
Melissa Robich, CFP (R)'s Fifth Third Asset Management Experience July 2001 - March 2004
Job Vice President & Portfolio Manager
Industry Investment Management
Experience
First Kentucky Trust   March 2015 - Present
Fifth Third Bank  July 2010 - February 2015
Merrill Lynch  February 2006 - October 2008
Fifth Third Bank  March 2004 - February 2006
Fifth Third Asset Management   July 2001 - March 2004

Skills
Portfolio Management, Investment Portfolio, Investment Strategies, Client-oriented, Asset Allocation, Wealth Management, Alternative Investment..., Equity Research, Securities, Trading, Financial Modeling, Investment Management, Finance, Mutual Funds, Analysis, Investment Advisory, Strategy, Relationship Management, Equities, Financial Analysis, Alternative Investments

Education
University of Kentucky   1997 — 2001
Bachelors of Science, Finance, Business

University of Kentucky   1997 — 2001
Bachelor of Science (B.S.), Finance, General

Craig Chaikin, CFA Craig Chaikin, CFA Greater New York City Area Details
Craig Chaikin, CFA's Fifth Third Asset Management Experience May 2005 - May 2008
Job Senior Consultant at Segal Rogerscasey
Industry Investment Management
Experience
Segal Rogerscasey  May 2008 - Present
Fifth Third Asset Management   May 2005 - May 2008
Ameriprise Financial Services, Inc.   October 2003 - May 2005

Education
Xavier University - Williams College of Business   2005 — 2007
MBA, International Business

Miami University   1999 — 2003
Bachelor of Science, Finance

Amanda Burton Amanda Burton Cincinnati Area Details
Amanda Burton's Fifth Third Asset Management Experience November 2006 - July 2012
Job Manager, Asset Management Marketing; Senior RFP (Request for Proposal) Coordinator
Industry Investment Management
Experience
TIAA-CREF  October 2013 - Present
TIAA-CREF  July 2012 - Present
PAICR   January 2014 - Present
Fifth Third Asset Management   November 2006 - July 2012
Fifth Third Asset Management, Inc.   August 2001 - November 2006
Fifth Third Bank  July 1999 - August 2001
Fidelity Investments  March 1998 - July 1999

Skills
Spanish, Series 7, RFP, Proposal Writing, Sales Support, Institutional, Client Service, Excel, Financial Services, Mutual Funds, Microsoft Excel, Sales Operations, Series 63, Investment Management, Investments, Fixed Income, Investment Strategies, Asset Management, Equities, Alternative Investments, Banking, 401k, Management, Marketing

Education
Northern Kentucky University   1993 — 1997
BA, Spanish, Marketing

Tom Eldridge Tom Eldridge Cincinnati Area Details
Tom Eldridge's Fifth Third Asset Management Experience September 2009 - September 2012
Job Senior Release Manager at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank  February 2013 - Present
Fifth Third Bank  October 2012 - February 2013
Fifth Third Asset Management   September 2009 - September 2012
Fifth Third Asset Management   March 2006 - September 2009
Fifth Third Bancorp  November 2004 - March 2006

Skills
Strategic Planning, Treasury, Treasury Management, Project Management, Software Project..., Business Analysis, Vendor Relationships, Third Party Vendor..., Microsoft Excel, Microsoft Word, Microsoft Office, MS Project, Management, Leadership, Process Improvement

Education
Thomas More College   1992 — 1995
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Molly Murphy Molly Murphy Cincinnati Area Details
Molly Murphy's Fifth Third Asset Management Experience 1993 - 2000
Job Chief Investment Officer at Mercy Health (formerly Catholic Health Partners)
Industry Investment Management
Experience
Mercy Health (formerly Catholic Health Partners)   2004 - Present
Seasongood Asset Management   2000 - 2004
Fifth Third Asset Management   1993 - 2000
Fidelity Investments  1989 - 1993

Skills
Portfolio Management, Asset Allocation, Pensions, Asset Management, Due Diligence, Investments, Private Equity, Institutional, Alternative Investments, Hedge Funds, Investment Strategies, Fixed Income, Mutual Funds, Hedging, Investment Advisory, Trading, 401k, Asset Managment, Retirement

Education
Xavier University - School of Business Administration   1992 — 1994
MBA, Finance

Miami University   1985 — 1989
Bachelor of Science (BS), Finance

Molly Schoeplein Molly Schoeplein Cincinnati Area Details
Molly Schoeplein's Fifth Third Asset Management Experience July 2005 - February 2010
Job Commercial Marketing Manager
Industry Financial Services
Experience
First Financial Bank  September 2011 - Present
Fifth Third Bank  February 2010 - September 2011
Fifth Third Asset Management   July 2005 - February 2010
PNC Bank  September 2004 - July 2005

Skills
Commercial Banking, Banking, Mutual Funds, Marketing Strategy, Investment Advisory, Human Resources, Wealth Management, Marketing, Portfolio Management, Investments

Education
Saint Louis University   2000 — 2004
Bachelor of Business Administration (B.B.A.), Human Resources & Marketing

Peoria Notre Dame Highschool   1996 — 2000

Michael Luning Michael Luning Greater New Orleans Area Details
Michael Luning's Fifth Third Asset Management Experience April 2006 - May 2008
Job Account Executive HillRom Company
Industry Medical Devices
Experience
Hill-Rom  May 2013 - Present
Hill-Rom  January 2011 - May 2013
The Everest Group  May 2008 - January 2011
fifth third asset management   April 2006 - May 2008

Skills
Sales Operations, Medical Devices, Capital Equipment, Market Development, Strategic Planning, Budgets, Contract Negotiation, Negotiation, Business Strategy, Business Planning, Healthcare, Salesforce.com, Competitive Analysis, Account Management, New Business Development, Cold Calling, Strategy, Selling, Business Development, Product Launch, Sales Presentations, Sales Management, Sales Process, Hospitals, Product Development, Leadership, Forecasting, Team Building

Education
Louisiana State University, E.J. Ourso College of Business   2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General

The Ohio State University Fisher College of Business   2001 — 2006
BSBA, Finance and Accounting

St. Xavier High School   1997 — 2001
college prep, College/University Preparatory and Advanced High School/Secondary Diploma Program

Nan Adams Nan Adams Dayton, Ohio Area Details
Nan Adams's Fifth Third Asset Management Experience 2005 - 2007
Job Principal at Nan Adams Consulting
Industry Marketing and Advertising
Experience
Nan Adams Consulting   February 2011 - Present
Fifth Third Asset Management   2005 - 2007
The Bank of New York  2003 - 2005
Dreyfus Investments  February 1999 - December 2002
PaineWebber  1989 - 1999
Thomson McKinnon  1984 - 1988
ContiCommodity   1979 - 1984

Skills
Lean Six Sigma Yellow..., Training, Mutual Funds, Wealth Management, Asset Managment, Financial Services, Alternative Investments, Relationship Management, Strategic Planning, Marketing, Marketing Communications, Asset Allocation, Product Marketing, Investments, Asset Management, Leadership, New Business Development, Six Sigma, Marketing Strategy, Program Management, Project Management, Sales, Management

Education
Pace University   1981 — 1985
Bachelor of Arts (BA), Business/Corporate Communications

The Mary Louis Academy   1975 — 1979

Mary Jane Matts Mary Jane Matts Cleveland, Ohio Details
Mary Jane Matts's Fifth Third Asset Management Experience January 2009 - January 2013
Job Portfolio Manager, Value Strategies at Foundry Partners, LLC
Industry Investment Management
Experience
Foundry Partners, LLC   February 2013 - Present
Fifth Third Asset Management   January 2009 - January 2013
Fifth Third Asset Management   April 2007 - December 2008
Fifth Third Asset Management   July 2005 - March 2007
National City Corporation  2000 - 2005
National City Asset Management Group   1995 - 1999
KeyBank, Society Asset Management, Ameritrust   1985 - 1995
Ameritrust  1985 - 1990

Skills
Equity Research, Investments, Equities, Portfolio Management, Investment Management, Wealth Management, Mutual Funds, Bloomberg, Valuation, Financial Analysis

Education
Weatherhead School of Management at Case Western Reserve University   1985 — 1989
MBA, Finance

Kenyon College   1979 — 1983
Bachelor of Arts (B.A.), Economics

Andrew Gracan Andrew Gracan Greater Pittsburgh Area Details
Andrew Gracan's Fifth Third Asset Management Experience 2004 - 2006
Job Regional Director/Specialty Market At Empower Retirement
Industry Financial Services
Experience
Empower Retirement  October 2013 - Present
First Commonwealth Financial Advisors, Inc.   February 2012 - October 2013
J.P. Morgan Retirement Plan Services   2008 - February 2012
ADP  2006 - 2008
Fifth Third Asset Management   2004 - 2006

Skills
401k, Retirement, Series 63, Defined Benefit, Series 7, Mutual Funds, Defined Contribution, Retirement Plan..., Investments, Retirement Planning, ERISA, Pensions, Wealth Management, Series 6, Employee Benefits, Asset Allocation, Asset Managment, Strategic Financial..., Uniform Combined State..., Investment Advisory

Education
Fi360   2012 — 2012
Accredited Investment Fiduciary (AIF®), Fiduciary Education

Fi360   2012 — 2012
Accredited Investment Fiducairy Analyst (AIFA®), Fiduciary Education

University of Pittsburgh - Joseph M. Katz Graduate School of Business   1995 — 1998
Master of Business Administration (M.B.A.), Finance and Financial Management Services, Cum Laude

The American College   1993 — 1994
ChFC, Financial Services

Youngstown State University   1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance, Cum Laude

Dan Skubiz Dan Skubiz Greater St. Louis Area Details
Dan Skubiz's Fifth Third Asset Management Experience April 2000 - July 2005
Job Senior Portfolio Manager at Missouri Valley Partners
Industry Research
Experience
Missouri Valley Partners   July 2012 - Present
Markit  November 2011 - July 2012
QSG (now Markit)   April 2008 - November 2011
Missouri Valley Partners   July 2005 - March 2008
Fifth Third Asset Management   April 2000 - July 2005
Bank of America Capital Management  1997 - 2000
Bank of America and predecessor organizations   1993 - 2000

Skills
Investments, Portfolio Management, Equities, Equity Research, Asset Managment, Derivatives, Portfolio Optimization, Quantitative Analytics, Bloomberg, Financial Modeling, Hedge Funds, Alternative Investments, Investment Strategies, Trading, Financial Analysis, Investment Management, Valuation, Fixed Income, Risk Management, Capital Markets, Asset Allocation, Options, Quantitative Finance

Education
Saint Louis University   1994 — 1996
MBA, Finance

University of Tulsa   1989 — 1993
BSBA, Finance and Accounting

Janet M. Long (Barich) Janet M. Long (Barich) Greater Pittsburgh Area Details
Janet M. Long (Barich)'s Fifth Third Asset Management Experience 2004 - Present
Job Sales Support Specialist at Fifth Third Asset Management
Industry Investment Management
Experience
Fifth Third Asset Management   2004 - Present
INVESCO  2002 - 2004
United Way of Allegheny County  1997 - 2002
Mellon Bank  1989 - 1997

Education
Robert Morris University
Finance

Jon Fisher, CFA Jon Fisher, CFA Greater Minneapolis-St. Paul Area Details
Jon Fisher, CFA's Fifth Third Asset Management Experience January 2005 - March 2010
Job Long/Short Industrials and Financials Analyst at Hedge Fund
Industry Investment Management
Experience
Hedge Fund  March 2014 - Present
Fifth Third Asset Management/Foundry Partners   April 2010 - October 2013
Fifth Third Asset Management   January 2005 - March 2010
Fifth Third Bank  September 2002 - December 2004
Fifth Third Bank  January 2000 - December 2002
PNC Bank  January 1993 - December 1999

Skills
Strategy, Investments, Management, Portfolio Management, Equities, Asset Allocation, Investment Management, Valuation, Financial Analysis, Equity Research, Mutual Funds, Asset Management, Hedge Funds, Alternative Investments, Financial Modeling

Education
The University of Chicago Booth School of Business   2002 — 2005
MBA, Finance, Strategy and Accounting

University of Iowa   1989 — 1992
BBA Finance and Economics

David Mraz David Mraz Cleveland/Akron, Ohio Area Details
David Mraz's Fifth Third Asset Management Experience July 2008 - December 2010
Job Compensation Analyst at Cleveland State University
Industry Human Resources
Experience
Cleveland State University  February 2015 - Present
Cleveland Indians  January 2011 - February 2015
Fifth Third Asset Management   July 2008 - December 2010
Cleveland State University  August 2007 - May 2008
Cleveland State University  August 2007 - May 2008
Cleveland State University  August 2006 - August 2007
Cleveland State University Writing Center   August 2006 - August 2007

Skills
Research, Training, Interviews, Editing, Recruiting, Microsoft Office, Event Planning, Human Resources, Teaching, Curriculum Design, Employee Relations, Customer Service, Press Releases, Creative Writing, Proofreading, Newsletters, Staff Development, Compensation Structures, Employee Training

Education
Cleveland State University   2010 — 2011
Masters of Labor Relations and Human Resources, Human Resources Management

Cleveland State University
M.A., English

Cleveland State University
B.A., English

Michael Martin, CFA Michael Martin, CFA Greater Grand Rapids, Michigan Area Details
Michael Martin, CFA's Fifth Third Asset Management Experience January 2009 - December 2013
Job Vice President / Director Fixed Income Credit at ClearArc Capital, Inc.
Industry Investment Management
Experience
ClearArc Capital, Inc.   December 2013 - Present
Fifth Third Asset Management   January 2009 - December 2013
Fifth Third Asset Management   June 1994 - January 2009
Fifth Third Bank  November 1990 - June 1994
Fifth Third Bank  June 1989 - November 1990
Tenneco Oil Company  August 1983 - May 1986

Skills
Fixed Income, Portfolio Management, Credit, Alternative Investments, Securities, Investments, Trading, Mutual Funds, Bonds, Financial Modeling, Financial Analysis, Wealth Management, Asset Allocation, Loans, Asset Management, Equities, Credit Analysis, Analysis, Sustainable Investing, Socially Responsible..., Impact Investing

Education
Michigan State University - The Eli Broad College of Business   1987 — 1989
MBA, Finance

Michigan Technological University   1979 — 1983
BS, Geological Engineering

Mark Koenig Mark Koenig Cincinnati, Ohio Details
Mark Koenig's Fifth Third Asset Management Experience 2004 - 2013
Job Director of Quantitative Analysis at Fund Evaluation Group, LLC
Industry Investment Management
Experience
Fund Evaluation Group, LLC  2014 - Present
Fifth Third Asset Management   2004 - 2013
National City Investment Management Company   1998 - 2004
National City Corporation  1995 - 1998

Skills
Portfolio Management, Valuation, Derivatives, Investment Management, Quantitative Finance, Equity Research, Trading, Hedging, Quantitative Equity..., Securities, Mutual Funds, Wealth Management, Time Series Analysis, Equity Valuation, Monte Carlo Simulation, Bonds, Strategic Financial...

Education
Carnegie Mellon University
Master of Science (MS), Computational Finance

Case Western Reserve University, Massachusetts Institute of Technology
Advanced Graduate Studies (non-degree), Mathematical Statistics and Probability, Estimation and Control Theory

University of Arizona
Master of Science (MS), Electrical and Computer Engineering

Brian J. Davis, CAIA Brian J. Davis, CAIA Cincinnati, Ohio Details
Brian J. Davis, CAIA's Fifth Third Asset Management Experience January 2010 - May 2012
Job Regional Vice President at Water Island Capital, LLC
Industry Financial Services
Experience
Water Island Capital, LLC  June 2012 - Present
Fifth Third Asset Management   January 2010 - May 2012
Fifth Third Asset Management   January 2007 - January 2010
American Funds Distributors  December 2005 - January 2007

Skills
Mutual Funds, Sales, Alternative Investments, Asset Allocation, Retirement Planning, Investment Advisory, Wealth Management, Securities, Investments, Asset Managment, Investment Strategies, Equities, Series 7, Financial Analysis, Portfolio Management, Selling, Series 65, Investment Management, ETFs, Financial Advisory, Asset Management, 401k, Business Development, FINRA, Financial Services, Relationship Management, Separately Managed...

Education
Xavier University   2007 — 2010
MBA, Finance Focus

University of Dayton   2001 — 2005
BA, Finance, Marketing

Helena Beltran-Lopez Helena Beltran-Lopez Cleveland/Akron, Ohio Area Details
Helena Beltran-Lopez's Fifth Third Asset Management Experience September 2008 - October 2012
Job Credit Portfolio Manager at PNC
Industry Banking
Experience
PNC  March 2014 - Present
PNC  October 2012 - February 2014
Fifth Third Asset Management   September 2008 - October 2012
Université catholique de Louvain  1999 - 2005

Skills
Credit Risk, Portfolio Management, Analytics, Economics, Basel II, Equities, Finance, Financial Modeling

Education
Université catholique de Louvain   1999 — 2005
Ph.D., Economics

Jessica M. Dole Jessica M. Dole Greater Chicago Area Details
Jessica M. Dole's Fifth Third Asset Management Experience February 2008 - August 2008
Job Clinical Product Manager at Catamaran
Industry Hospital & Health Care
Experience
Optum Health Services  June 2015 - Present
GeBBS Healthcare Solutions  July 2014 - June 2015
WellPoint  September 2011 - May 2014
WellPoint  November 2009 - September 2011
WellPoint  August 2008 - January 2010
Fifth Third Asset Management   February 2008 - August 2008

Skills
Process Improvement, Data Analysis, Program Management, Cross-functional Team..., Project Management, Marketing Strategy, Team Building, Healthcare, Strategy, Customer Service, Analysis, Management, Change Management, Software Documentation, Six Sigma, Competitive Analysis, Budgets

Education
DePaul University   2012 — 2012
Six Sigma Green Belt, Process Improvement

Indiana Wesleyan University   2008 — 2010
MBA, Strategic Management

The International Society for Six Sigma Certifications   2009 — 2009
White Belt, Process Improvement

WellPoin'ts CMPI Certification Program   2009 — 2009
CMPI, Process Improvement

University of Cincinnati   2003 — 2007
BA, Communications

Mike Mannarino Mike Mannarino Cincinnati Area Details
Mike Mannarino's Fifth Third Asset Management Experience 1998 - Present
Job Vice President at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank  January 1998 - Present
Fifth Third Asset Management   1998 - Present
Fifth Third Bancorp  1998 - Present

Skills
Trust Services, Wealth Management, Banking, Financial Services, Retirement Planning, Series 7, Accounting, Portfolio Management, Investments, Asset Allocation, Asset Management, Investment Advisory, Wealth Management..., Mutual Funds, Management, High Net Worth..., Securities, Estate Planning

Education
Ohio University   1973 — 1977
BS, Bus Mgt/Org Beh

Glen Cohen Glen Cohen Greater New York City Area Details
Glen Cohen's Fifth Third Asset Management Experience December 2006 - December 2012
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  December 2012 - Present
Fifth Third Asset Management   December 2006 - December 2012
Lincoln Financial Group  January 2006 - December 2006
Jackson National Life  February 2004 - September 2005
Invesco  January 2001 - July 2003

Skills
Series 7, Mutual Funds, Fixed Annuities, Wealth Management, Investments, Alternative Investments, Series 63, Series 65, Variable Annuities, Securities, Financial Planners, Private Equity, Private Debt, Licensed Life & Health..., Asset Allocation, Portfolio Management, Series 6, Retirement, FINRA, Insurance, Retirement Planning, Financial Advisory, Uniform Combined State..., Consumer Debt, Asset Management, 401k, Series 24, Investment Advisory, Separately Managed..., Investment Strategies, Investment Management, Financial Services, IRAs

Education
Arizona State University   1987 — 1989
BS, Finance

Christopher Peterman, CAIA Christopher Peterman, CAIA Cincinnati, Ohio Details
Christopher Peterman, CAIA's Fifth Third Asset Management Experience December 2011 - February 2013
Job Research Analyst at Corporex Companies
Industry Investment Management
Experience
Corporex Companies, LLC   August 2015 - Present
ClearArc Capital   February 2013 - July 2015
Fifth Third Asset Management   December 2011 - February 2013
Fifth Third Asset Management   November 2010 - December 2011
Ashland  September 2009 - November 2010

Skills
Investments, Financial Reporting, Financial Analysis, Portfolio Management, Economics, Spanish, Financial Modeling, Asset Allocation, Asset Management, Bloomberg, Corporate Finance, Equities, Finance, Fixed Income, Mutual Funds, Valuation

Education
Universidad Antonio de Nebrija   2009 — 2009
Spanish, International Relations

University of Arkansas at Fayetteville   2006 — 2009
Bachelor of Science, International Business, Finance Emphasis

Richard Floyd, Jr. Richard Floyd, Jr. Cincinnati Area Details
Richard Floyd, Jr.'s Fifth Third Asset Management Experience September 2006 - Present
Job Director, Client Management
Industry Investment Management
Experience
Fifth Third Asset Management   September 2006 - Present
Fifth Third Asset Management   2006 - Present
Fifth Third Asset Management   September 2006 - May 2012
Fifth Third Asset Management   September 2006 - May 2012
FTAM   2006 - 2010

Skills
Equities, Fixed Income, Portfolio Management, Management, Mutual Funds, Investments, Investment Strategies, CRM, Investment Advisory, Alternative Investments, Asset Allocation, Financial Services, Asset Management, Banking, Investment Management

Education
University of Cincinnati College of Business
B.S. Accounting

Gavin Whitmore Gavin Whitmore Greater New York City Area Details
Gavin Whitmore's Fifth Third Asset Management Experience October 2005 - Present
Job Managing Director: Intermediary Distribution at Fifth Third Asset Management
Industry Financial Services
Experience
Fifth Third Asset Management   October 2005 - Present
Victory Capital Management  June 2003 - October 2005
Phoenix Investment Partners  March 1999 - January 2003
Zweig/Glaser Advisers   January 1995 - March 1999
Zweig/Glaser Advisers   January 1992 - January 1995
Oppenheimer Capital/Quest for Value Funds   March 1990 - December 1991
Dreyfus Corporation  March 1987 - March 1990

Education
University of Pennsylvania   1983 — 1986

Eric Strange, CFA, CPA Eric Strange, CFA, CPA Cincinnati Area Details
Eric Strange, CFA, CPA's Fifth Third Asset Management Experience June 2000 - August 2006
Job Portfolio Manager at Renaissance Investment Management
Industry Financial Services
Experience
Renaissance Investment Management  2014 - Present
Renaissance Investment Management  August 2006 - Present
Fifth Third Asset Management   June 2000 - August 2006
Fifth Third Bank  March 1997 - June 2000

Skills
Portfolio Management, Investments, Asset Managment, Financial Services, Asset Allocation, Mutual Funds, Equity Research, Equities, Financial Analysis, Financial Risk, Banking, Alternative Investments

Education
Georgetown College   1991 — 1996
BS, Accounting

Scott Bucker Scott Bucker Cincinnati Area Details
Scott Bucker's Fifth Third Asset Management Experience June 2006 - Present
Job Investment Operations Supervisor
Industry Investment Management
Experience
Fifth Third Asset Management   June 2006 - Present

Education
The Ohio State University - The Max M. Fisher College of Business   2002 — 2006
BSBA, Finance

Joseph Kremer, Ph.D., CFP(r), CFA Joseph Kremer, Ph.D., CFP(r), CFA Fairmont, West Virginia Details
Joseph Kremer, Ph.D., CFP(r), CFA's Fifth Third Asset Management Experience November 2005 - March 2011
Job Assistant Professor of Finance at Fairmont State University
Industry Higher Education
Experience
Fairmont State University  August 2012 - Present
Fifth Third Asset Management   November 2005 - March 2011
Evergreen Investments  March 2002 - November 2005
National City Bank  October 1999 - March 2002
Marshall & Ilsley Corporation  July 1995 - October 1999
Kremer Financial Planning, Inc.   May 1992 - July 1995
University of Notre Dame  August 1986 - August 1992

Skills
Mutual Funds, Portfolio Management, Investments, Asset Allocation, Strategic Financial..., Investment Management, Asset Management, Investment Strategies, Investment Advisory, Financial Analysis, Finance, Alternative Investments, Retirement Planning

Education
University of South Carolina-Columbia   1983 — 1988
Ph.D., Finance

University of Wisconsin-Madison   1980 — 1981
MBA, Finance

University of Delaware   1976 — 1980
BA & BS, Economics (BA) / Accounting (BS)

Roger McElroy Roger McElroy Denver, Colorado Details
Roger McElroy's Fifth Third Asset Management Experience 2006 - 2012
Job Consultant at P2Binvestor, Inc.
Industry Financial Services
Experience
P2Binvestor, Inc.   June 2014 - Present
Fifth Third Asset Management   2006 - 2012
ABN-AMRO Asset Management  2004 - 2005
Silvercliffe Partners, Inc.   1993 - 2004
Alpine Partners, Inc.   1989 - 1993

Skills
Fixed Income, Equities, Investment Management, Investment Strategies, Mutual Funds, Fund Of Funds, Consultant Relations, Plan Sponsor Sales, Sub-Advisory Sales

Education
Ohio University

Mitch Stapley Mitch Stapley Greater Grand Rapids, Michigan Area Details
Mitch Stapley's Fifth Third Asset Management Experience Chief Fixed Income OfficerFifth Third Asset ManagementSeptember 2001 - September 2012
Job Chief Investment Officer at Clear Arc Capital
Industry Financial Services
Experience
Fifth Third Asset Management   Chief Fixed Income OfficerFifth Third Asset ManagementSeptember 2001 - September 2012

Skills
CFA

Education
Albion College   1977 — 1981
Bachelor of Arts (BA), Economics

Zhiqiang (Jeff) Sun Zhiqiang (Jeff) Sun Greater Chicago Area Details
Zhiqiang (Jeff) Sun's Fifth Third Asset Management Experience February 2006 - September 2012
Job VP, Mesirow Advanced Strategies at Mesirow Financial
Industry Investment Management
Experience
Mesirow Financial  January 2014 - Present
PNC  October 2012 - December 2013
Fifth Third Asset Management   February 2006 - September 2012
National City Bank (PNC)   January 2002 - February 2006
National City Investment Management Co   June 2000 - December 2001
Roadway Express  September 1999 - April 2000
SAS Institute Ltd   May 1996 - August 1996
Shandong Information Center Co   July 1992 - July 1993

Skills
Asset Management, R, Credit Risk, Finance, Hedge Funds, Mutual Funds, Portfolio Management, Derivatives, Statistical Modeling, Risk Management, Portfolio Optimization, Asset Allocation, Time Series Analysis, S+, Matlab, SAS programming, Visual Basic, S-Plus, Derivative pricing, C++ Builder

Education
Case Western Reserve University   1998 — 2003
Doctor of Philosophy (PhD), Operation Research (Finance), 4.0

East China University of Science and Technology   1993 — 1996
Master's degree, Mathematical Statistics and Probability

Fudan University   1987 — 1991
Bachelor's degree, Statistics

Jeffrey McPeek Jeffrey McPeek Cincinnati, Ohio Details
Jeffrey McPeek's Fifth Third Asset Management Experience April 2004 - March 2007
Job Portfolio Manager at Nottinghill Investment Advisers, Ltd.
Industry Investment Management
Experience
Nottinghill Investment Advisers, Ltd.   March 2007 - Present
Fifth Third Asset Management   April 2004 - March 2007
Fifth Third Asset Management   December 2002 - April 2004
Equitec Proprietary Markets, LLC   May 2001 - June 2002

Skills
Wealth Management, Portfolio Management, Asset Managment, Investments, Equity Research, Equity Trading, Trading, Asset Management

Education
Boston College   1995 — 1999
Bachelor of Science, Finance, General

St. Xavier High School   1991 — 1995

Michael Barr, CFA Michael Barr, CFA Cleveland/Akron, Ohio Area Details
Michael Barr, CFA's Fifth Third Asset Management Experience September 2011 - January 2013
Job Portfolio Manager at Foundry Partners, LLC
Industry Investment Management
Experience
Foundry Partners   February 2013 - Present
Fifth Third Asset Management   September 2011 - January 2013
Victory Capital Management  October 1998 - September 2011
First Chicago / NBD   September 1997 - September 1998
Investors Management Services   June 1995 - September 1997
Zaske Sarafa & Associates   November 1992 - April 1995

Skills
Asset Allocation, Equity Research, Investment Strategies, Investment Management, Equities, Bloomberg, Portfolio Management, Asset Managment, Mutual Funds, Investment Advisory, Investments, Separately Managed..., Wealth Management, Bloomberg Terminal, Equity Valuation, Asset Management

Education
University of Missouri-Columbia   1983 — 1987
Bachelor of Science (BS), Finance, General