Fort Washington Investment Advisors
Industry: Company
DescriptionFounded: 1990 Parent organization: Western & Southern Investment Holdings Llc Subsidiaries: Fort Washington Capital Partners Group, Peppertree Partners, LLC, Buckeye Venture Partners LLC
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Fort Washington Investment Advisors Employees
Employee
Years
Job
Industry
Ryan Nelson, CFA Ryan Nelson, CFA's Fort Washington Investment Advisors Experience 1999 - 2001
Job Managing Principal and Portfolio Manager at RedTree Investment Group
Industry Investment Management
Experience
RedTree Investment Group September 2014 - Present
Robert W. Baird September 2007 - September 2014
Seasongood Asset Management 2001 - 2007
Fort Washington Investment Advisors 1999 - 2001
Leshner Financial Services 1994 - 1999
Skills
Portfolio Management, Series 7, Investment Strategies, Investments
Education
Xavier University 1997 — 2000
MBA, Finance
University of Kentucky 1988 — 1993
Bachelor, Accounting
RedTree Investment Group September 2014 - Present
Robert W. Baird September 2007 - September 2014
Seasongood Asset Management 2001 - 2007
Fort Washington Investment Advisors 1999 - 2001
Leshner Financial Services 1994 - 1999
Skills
Portfolio Management, Series 7, Investment Strategies, Investments
Education
Xavier University 1997 — 2000
MBA, Finance
University of Kentucky 1988 — 1993
Bachelor, Accounting
Sharon Byrd, MBA Sharon Byrd, MBA's Fort Washington Investment Advisors Experience October 2001 - November 2003
Job Vice President at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price October 2013 - Present
Fidelity Investments December 2006 - September 2013
Fidelity Investments December 2005 - December 2006
Fidelity Investments November 2003 - December 2005
Fort Washington Investment Advisors October 2001 - November 2003
Fort Washington Investment Advisors April 2001 - October 2001
Union Heritage Capital Management April 2000 - April 2001
Loomis, Sayles & Company March 1996 - April 2000
Skills
Series 7, Series 65, Series 63, Strategy, 401k, Mutual Funds, Management, Retirement, Asset Allocation, Retirement Planning, Securities, FINRA, Alternative Investments, Investment Advisory, Investments, Wealth Management, Asset Management, Investment Strategies, Series 24, Pensions, Investment Management, Financial Services, Risk Management, Series 6
Education
Purdue University - Krannert School of Management 2011 — 2013
MBA, Business Administration and Management, General
Indiana Wesleyan University
Bachelor of Science (B.S.) Cum Laude, Business Administration and Management, General
T. Rowe Price October 2013 - Present
Fidelity Investments December 2006 - September 2013
Fidelity Investments December 2005 - December 2006
Fidelity Investments November 2003 - December 2005
Fort Washington Investment Advisors October 2001 - November 2003
Fort Washington Investment Advisors April 2001 - October 2001
Union Heritage Capital Management April 2000 - April 2001
Loomis, Sayles & Company March 1996 - April 2000
Skills
Series 7, Series 65, Series 63, Strategy, 401k, Mutual Funds, Management, Retirement, Asset Allocation, Retirement Planning, Securities, FINRA, Alternative Investments, Investment Advisory, Investments, Wealth Management, Asset Management, Investment Strategies, Series 24, Pensions, Investment Management, Financial Services, Risk Management, Series 6
Education
Purdue University - Krannert School of Management 2011 — 2013
MBA, Business Administration and Management, General
Indiana Wesleyan University
Bachelor of Science (B.S.) Cum Laude, Business Administration and Management, General
Jonathan Stone Jonathan Stone's Fort Washington Investment Advisors Experience June 2009 - February 2010
Job Contract Specialist at Defense Logistics Agency
Industry Financial Services
Experience
Defense Logistics Agency August 2014 - Present
Expanding Visions Foundation March 2009 - Present
US Air Force January 2011 - August 2014
The Ohio Treasurer of State January 2010 - January 2011
Fort Washington Investment Advisors June 2009 - February 2010
The Ohio State University September 2007 - June 2009
Lerner Sampson Rothfuss 2005 - 2007
Fidelity Investments June 2004 - August 2005
Skills
Access, Analysis, Budgets, Community Outreach, Contract Negotiation, Cross-functional Team..., Critical Thinking, Data Analysis, Customer Service, Financial Analysis, Government, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, Nonprofits, PowerPoint, Process Improvement, Procurement, Program Management, Project Management, Public Speaking, Strategic Planning, Team Building
Education
The Ohio State University Fisher College of Business 2007 — 2009
MBA, Investment management
Ohio University 1998 — 2003
Bachelor of Business Administration, Finance & Management Infofrmation Systems
Defense Logistics Agency August 2014 - Present
Expanding Visions Foundation March 2009 - Present
US Air Force January 2011 - August 2014
The Ohio Treasurer of State January 2010 - January 2011
Fort Washington Investment Advisors June 2009 - February 2010
The Ohio State University September 2007 - June 2009
Lerner Sampson Rothfuss 2005 - 2007
Fidelity Investments June 2004 - August 2005
Skills
Access, Analysis, Budgets, Community Outreach, Contract Negotiation, Cross-functional Team..., Critical Thinking, Data Analysis, Customer Service, Financial Analysis, Government, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, Nonprofits, PowerPoint, Process Improvement, Procurement, Program Management, Project Management, Public Speaking, Strategic Planning, Team Building
Education
The Ohio State University Fisher College of Business 2007 — 2009
MBA, Investment management
Ohio University 1998 — 2003
Bachelor of Business Administration, Finance & Management Infofrmation Systems
Dan Gibson, CFA's Fort Washington Investment Advisors Experience 2012 - 2014
Job Leadership Development Associate at Western & Southern Financial Group
Industry Financial Services
Experience
Western & Southern Financial Group 2015 - Present
Kellogg School of Management 2014 - 2015
Fort Washington Investment Advisors 2012 - 2014
Western & Southern Financial Group 2011 - 2012
Western & Southern Financial Group 2009 - 2011
Skills
Corporate Finance, Financial Analysis, Investments, Financial Modeling, Strategy, Bloomberg, Analysis, Business Development, Tax Evasion, Mergers
Education
Northwestern University - Kellogg School of Management 2014 — 2015
Master of Business Administration (MBA)
University of Notre Dame - Mendoza College of Business 2005 — 2009
B.B.A., Finance
Western & Southern Financial Group 2015 - Present
Kellogg School of Management 2014 - 2015
Fort Washington Investment Advisors 2012 - 2014
Western & Southern Financial Group 2011 - 2012
Western & Southern Financial Group 2009 - 2011
Skills
Corporate Finance, Financial Analysis, Investments, Financial Modeling, Strategy, Bloomberg, Analysis, Business Development, Tax Evasion, Mergers
Education
Northwestern University - Kellogg School of Management 2014 — 2015
Master of Business Administration (MBA)
University of Notre Dame - Mendoza College of Business 2005 — 2009
B.B.A., Finance
Dan Beavan, CTP Dan Beavan, CTP's Fort Washington Investment Advisors Experience December 2007 - March 2010
Job Treasury at AK Steel Corporation
Industry Financial Services
Experience
AK Steel Corporation September 2014 - Present
Vantiv January 2014 - September 2014
Axcess Financial January 2013 - December 2013
Axcess Financial July 2012 - January 2013
Western & Southern Financial Group June 2011 - July 2012
Western Southern Financial Group March 2010 - June 2011
Fort Washington Investment Advisors December 2007 - March 2010
Central Parking System June 2007 - December 2007
Citi July 2006 - June 2007
Skills
Accounting, Financial Analysis, Cash Management, Investments, Management, Risk Management, Forecasting, Bloomberg Terminal, General Ledger, Payroll, Process Improvement, Financial Accounting, Account Reconciliation, Certified Treasury..., Treasury Services, Finance, Cash, Securities, Bloomberg, AssureNet, Journal Entries, Excel, ADP Payroll, Reconciliation, Payments, Sungard, People Management, Microsoft Excel
Education
The Ohio State University - The Max M. Fisher College of Business 2003 — 2007
Bachelor of Science, Finance
Colerain
AK Steel Corporation September 2014 - Present
Vantiv January 2014 - September 2014
Axcess Financial January 2013 - December 2013
Axcess Financial July 2012 - January 2013
Western & Southern Financial Group June 2011 - July 2012
Western Southern Financial Group March 2010 - June 2011
Fort Washington Investment Advisors December 2007 - March 2010
Central Parking System June 2007 - December 2007
Citi July 2006 - June 2007
Skills
Accounting, Financial Analysis, Cash Management, Investments, Management, Risk Management, Forecasting, Bloomberg Terminal, General Ledger, Payroll, Process Improvement, Financial Accounting, Account Reconciliation, Certified Treasury..., Treasury Services, Finance, Cash, Securities, Bloomberg, AssureNet, Journal Entries, Excel, ADP Payroll, Reconciliation, Payments, Sungard, People Management, Microsoft Excel
Education
The Ohio State University - The Max M. Fisher College of Business 2003 — 2007
Bachelor of Science, Finance
Colerain
Josh Kehrt Josh Kehrt's Fort Washington Investment Advisors Experience July 2009 - September 2009
Job at
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments September 2012 - December 2013
Fidelity Investments July 2010 - September 2012
Fort Washington Investment Advisors July 2009 - September 2009
PowerNet Global Communications July 2008 - September 2008
Skills
Series 7, Mutual Funds, Securities, Financial Modeling, Financial Analysis, Financial Markets, Derivatives, Financial Reporting, Series 63, Investments
Education
Xavier University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
University of Cincinnati College of Business 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Fidelity Investments January 2014 - Present
Fidelity Investments September 2012 - December 2013
Fidelity Investments July 2010 - September 2012
Fort Washington Investment Advisors July 2009 - September 2009
PowerNet Global Communications July 2008 - September 2008
Skills
Series 7, Mutual Funds, Securities, Financial Modeling, Financial Analysis, Financial Markets, Derivatives, Financial Reporting, Series 63, Investments
Education
Xavier University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
University of Cincinnati College of Business 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Chris Zehetmaier CIMA®, CAIA® Chris Zehetmaier CIMA®, CAIA®'s Fort Washington Investment Advisors Experience October 2012 - Present
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
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
Molly Wickerham Molly Wickerham's Fort Washington Investment Advisors Experience January 2014 - Present
Job Marketing Consultant at Fort Washington
Industry Investment Management
Experience
Fort Washington Investment Advisors January 2014 - Present
Fort Washington Investment Advisors August 2012 - January 2014
Skills
Microsoft Excel, Email Marketing, Digital Marketing, Corporate Events
Education
Ohio University 2007 — 2011
Bachelor’s Degree, Finance
Fort Washington Investment Advisors January 2014 - Present
Fort Washington Investment Advisors August 2012 - January 2014
Skills
Microsoft Excel, Email Marketing, Digital Marketing, Corporate Events
Education
Ohio University 2007 — 2011
Bachelor’s Degree, Finance
Brent Carroll, ASA, MAAA's Fort Washington Investment Advisors Experience May 2008 - December 2011
Job Annuity Product Development at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services December 2011 - Present
Fort Washington Investment Advisors May 2008 - December 2011
Deutsche Bank August 2006 - May 2008
Skills
Financial Risk, Analytics, Actuarial Science, Investment Strategies, Strategic Financial..., Variable Annuities, Hedge Funds, Life Insurance, Retirement, Fixed Annuities, Bloomberg, Investments, Financial Modeling, Fixed Income, Asset Allocation, Business Analysis, Microsoft Excel, Valuation, Securities, Financial Analysis, Analysis, Finance, Portfolio Management, Risk Management
Education
Rice University 2002 — 2006
Electrical Engineering, Managerial Studies
Rice University 2002 — 2006
Bachelor's degree, Electrical Engineering
Ohio National Financial Services December 2011 - Present
Fort Washington Investment Advisors May 2008 - December 2011
Deutsche Bank August 2006 - May 2008
Skills
Financial Risk, Analytics, Actuarial Science, Investment Strategies, Strategic Financial..., Variable Annuities, Hedge Funds, Life Insurance, Retirement, Fixed Annuities, Bloomberg, Investments, Financial Modeling, Fixed Income, Asset Allocation, Business Analysis, Microsoft Excel, Valuation, Securities, Financial Analysis, Analysis, Finance, Portfolio Management, Risk Management
Education
Rice University 2002 — 2006
Electrical Engineering, Managerial Studies
Rice University 2002 — 2006
Bachelor's degree, Electrical Engineering
Christopher Baucom's Fort Washington Investment Advisors Experience September 2001 - September 2012
Job Managing Director, Investment Consulting at Ascent Private Capital Management of U.S. Bank
Industry Financial Services
Experience
Ascent Private Capital Management at U.S. Bank September 2012 - Present
Fort Washington Investment Advisors September 2001 - September 2012
Copernus, Inc. June 1996 - September 2001
Matrix Asset Allocation, Inc. June 1995 - October 1996
The Procter & Gamble Company June 1990 - June 1995
Education
The University of Chicago - Booth School of Business 1992 — 1995
MBA, Finance, Marketing, Accounting
North Carolina State University 1985 — 1990
BS, Industrial Engineering
Ascent Private Capital Management at U.S. Bank September 2012 - Present
Fort Washington Investment Advisors September 2001 - September 2012
Copernus, Inc. June 1996 - September 2001
Matrix Asset Allocation, Inc. June 1995 - October 1996
The Procter & Gamble Company June 1990 - June 1995
Education
The University of Chicago - Booth School of Business 1992 — 1995
MBA, Finance, Marketing, Accounting
North Carolina State University 1985 — 1990
BS, Industrial Engineering
Rick Karner Rick Karner's Fort Washington Investment Advisors Experience October 1999 - December 1999
Job Attorney at Law
Industry Law Practice
Experience
Law Office of James D. Adkins and Associates July 2013 - Present
CareerBuilder.com September 2005 - Present
Southland Financial Services, Inc. May 2001 - September 2005
Ameriprise Financial Services, Inc. December 1999 - May 2001
Western & Southern Financial Group 1998 - 2001
Fort Washington Investment Advisors October 1999 - December 1999
Capital Analysts Incorporated September 1998 - October 1999
Western & Southern Financial Group 1995 - 1998
Evirite Corporation 1991 - 1994
Skills
Talent Management, Sales, Business Development, Recruiting, Account Management, Finance, Recruitment Advertising, Leadership, Talent Acquisition, Contract Negotiation, Insurance, Business Strategy, Internet Recruiting, Negotiation, Marketing, Consulting, Management, Corporate Law, Business, Benefits Negotiation, Human Resources, Strategy, Business Planning, Corporate Finance, Business Analysis, Building Relationships, Corporate Social..., Interviews, Sales Process, Real Estate, Corporate Governance, Staffing Services, Compliance, Corporate Structure, Civil Litigation, Litigation, Landlord Tenant Disputes, Landlord-Tenant..., Breach Of Contract, Family Law, Criminal Defense..., Personal Injury..., Visitation Rights, Divorce Law, Real Estate Transactions, Legal Research, Legal Writing, Legal Advice, LexisNexis, Westlaw
Education
Dominican University 2008 — 2013
MBA, Master of Business Administration, Business
The John Marshall Law School 2008 — 2012
JD, Juris Doctor, Law
The American College 1998 — 2001
LUTCF, CLU, ChFC, Financial Planning; Insurance, investments
Saint Xavier University 1990 — 1994
BA, Business Administration/Marketing
Moraine Valley Community College 1984 — 1987
AS, Chemistry
Law Office of James D. Adkins and Associates July 2013 - Present
CareerBuilder.com September 2005 - Present
Southland Financial Services, Inc. May 2001 - September 2005
Ameriprise Financial Services, Inc. December 1999 - May 2001
Western & Southern Financial Group 1998 - 2001
Fort Washington Investment Advisors October 1999 - December 1999
Capital Analysts Incorporated September 1998 - October 1999
Western & Southern Financial Group 1995 - 1998
Evirite Corporation 1991 - 1994
Skills
Talent Management, Sales, Business Development, Recruiting, Account Management, Finance, Recruitment Advertising, Leadership, Talent Acquisition, Contract Negotiation, Insurance, Business Strategy, Internet Recruiting, Negotiation, Marketing, Consulting, Management, Corporate Law, Business, Benefits Negotiation, Human Resources, Strategy, Business Planning, Corporate Finance, Business Analysis, Building Relationships, Corporate Social..., Interviews, Sales Process, Real Estate, Corporate Governance, Staffing Services, Compliance, Corporate Structure, Civil Litigation, Litigation, Landlord Tenant Disputes, Landlord-Tenant..., Breach Of Contract, Family Law, Criminal Defense..., Personal Injury..., Visitation Rights, Divorce Law, Real Estate Transactions, Legal Research, Legal Writing, Legal Advice, LexisNexis, Westlaw
Education
Dominican University 2008 — 2013
MBA, Master of Business Administration, Business
The John Marshall Law School 2008 — 2012
JD, Juris Doctor, Law
The American College 1998 — 2001
LUTCF, CLU, ChFC, Financial Planning; Insurance, investments
Saint Xavier University 1990 — 1994
BA, Business Administration/Marketing
Moraine Valley Community College 1984 — 1987
AS, Chemistry
Samantha Hamann's Fort Washington Investment Advisors Experience January 2014 - June 2015
Job Agency Relationship Manager
Industry Financial Services
Experience
MassMutual Chicago August 2015 - Present
Fort Washington Investment Advisors January 2014 - June 2015
The Shepherd Chemical Company June 2012 - December 2013
General Financial & Tax Consulting March 2011 - December 2011
University of Cincinnati Telefund September 2009 - June 2010
Skills
Microsoft Office
Education
University of Cincinnati 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
MassMutual Chicago August 2015 - Present
Fort Washington Investment Advisors January 2014 - June 2015
The Shepherd Chemical Company June 2012 - December 2013
General Financial & Tax Consulting March 2011 - December 2011
University of Cincinnati Telefund September 2009 - June 2010
Skills
Microsoft Office
Education
University of Cincinnati 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Chuck Stutenroth Chuck Stutenroth's Fort Washington Investment Advisors Experience December 1999 - September 2005
Job Regional Managing Director, Ascent Private Capital Management of US Bank
Industry Investment Management
Experience
Ascent Private Capital Management of US Bank May 2012 - Present
Mirador Family Wealth Advisors November 2008 - May 2012
ZAR Fund Group September 2005 - November 2008
Fort Washington Investment Advisors December 1999 - September 2005
Skills
Asset Managment, Portfolio Management, Investment Strategies, Private Equity, Hedge Funds, Equities, Investments, Alternative Investments, Wealth Management, Investment Management, Valuation, Financial Modeling, Investment Advisory, Institutional..., Due Diligence, Estate Planning, Fund Of Funds, Asset Management, Securities, Finance, Derivatives, Risk Management, Venture Capital
Education
Xavier University 1992 — 1994
MBA, International Finance
University of Kentucky 1984 — 1988
BBA, Economics and Management
Chartered Financial Analyst
C.F.A., Chartered Financial Analyst
Ascent Private Capital Management of US Bank May 2012 - Present
Mirador Family Wealth Advisors November 2008 - May 2012
ZAR Fund Group September 2005 - November 2008
Fort Washington Investment Advisors December 1999 - September 2005
Skills
Asset Managment, Portfolio Management, Investment Strategies, Private Equity, Hedge Funds, Equities, Investments, Alternative Investments, Wealth Management, Investment Management, Valuation, Financial Modeling, Investment Advisory, Institutional..., Due Diligence, Estate Planning, Fund Of Funds, Asset Management, Securities, Finance, Derivatives, Risk Management, Venture Capital
Education
Xavier University 1992 — 1994
MBA, International Finance
University of Kentucky 1984 — 1988
BBA, Economics and Management
Chartered Financial Analyst
C.F.A., Chartered Financial Analyst
Srikrishna Gowd's Fort Washington Investment Advisors Experience 2007 - 2008
Job Experienced Management Consultant Financial Services, Insurance and Asset Management
Industry Management Consulting
Experience
Fractal Analytics 2014 - Present
Capital One 2011 - 2014
Black & Veatch 2008 - 2011
Triathlon Medical Ventures 2008 - 2008
MindLeaders 2008 - 2008
Fort Washington Investment Advisors 2007 - 2008
New Century Capital Partners, LLC. 2007 - 2007
GE Capital 2005 - 2006
Skills
Financial Modeling, Mergers & Acquisitions, Finance, Management Consulting, Venture Capital, Business Strategy, Leadership, Predictive Analytics, Corporate Strategy..., Business Analytics, Financial Services, Private Equity, Business Process..., Investment Banking, Management, Project Planning, Project Management, Business Valuation, Credit Risk, Credit Analysis, Credit Cards, Fraud Detection, Credit Card Analytics, Marketing Strategy, Corporate Development, Utility Industry, Energy Industry, DCF Valuation, Strategic Financial..., People Skills, Credit Card Fraud, Mergers, Smart Grid, Investment Strategies, Financial Planning, Strategy, Business Analysis, Analytics, Consulting, Valuation, Portfolio Management, Due Diligence, Financial Analysis, Data Analysis, Banking, Program Management, Investments, Strategic Planning, Business Planning
Education
The Ohio State University Fisher College of Business 2006 — 2008
MBA, Finance and Strategy Major, GMAT 95th Percentile
Birla Institute of Technology and Science, Pilani 2001 — 2005
Bachelor or Science, Marine Engineering Major, GPA 3.9/4.0
Bharatiya Vidya Bhavan 1997 — 1999
High School
Fractal Analytics 2014 - Present
Capital One 2011 - 2014
Black & Veatch 2008 - 2011
Triathlon Medical Ventures 2008 - 2008
MindLeaders 2008 - 2008
Fort Washington Investment Advisors 2007 - 2008
New Century Capital Partners, LLC. 2007 - 2007
GE Capital 2005 - 2006
Skills
Financial Modeling, Mergers & Acquisitions, Finance, Management Consulting, Venture Capital, Business Strategy, Leadership, Predictive Analytics, Corporate Strategy..., Business Analytics, Financial Services, Private Equity, Business Process..., Investment Banking, Management, Project Planning, Project Management, Business Valuation, Credit Risk, Credit Analysis, Credit Cards, Fraud Detection, Credit Card Analytics, Marketing Strategy, Corporate Development, Utility Industry, Energy Industry, DCF Valuation, Strategic Financial..., People Skills, Credit Card Fraud, Mergers, Smart Grid, Investment Strategies, Financial Planning, Strategy, Business Analysis, Analytics, Consulting, Valuation, Portfolio Management, Due Diligence, Financial Analysis, Data Analysis, Banking, Program Management, Investments, Strategic Planning, Business Planning
Education
The Ohio State University Fisher College of Business 2006 — 2008
MBA, Finance and Strategy Major, GMAT 95th Percentile
Birla Institute of Technology and Science, Pilani 2001 — 2005
Bachelor or Science, Marine Engineering Major, GPA 3.9/4.0
Bharatiya Vidya Bhavan 1997 — 1999
High School
Justin Stone Justin Stone's Fort Washington Investment Advisors Experience August 2007 - July 2012
Job Managing Director, Client Experience at Ascent Private Capital Management of US Bank
Industry Financial Services
Experience
Ascent Private Capital Management of US Bank August 2012 - Present
Fort Washington Investment Advisors August 2007 - July 2012
Western & Southern Financial Group August 2004 - August 2007
Zinio Systems, Inc. 2000 - 2002
Advest Investment Banking 1997 - 2000
Education
Cornell University 2002 — 2004
MBA, Finance
Union College 1993 — 1997
BA, Economics
Ascent Private Capital Management of US Bank August 2012 - Present
Fort Washington Investment Advisors August 2007 - July 2012
Western & Southern Financial Group August 2004 - August 2007
Zinio Systems, Inc. 2000 - 2002
Advest Investment Banking 1997 - 2000
Education
Cornell University 2002 — 2004
MBA, Finance
Union College 1993 — 1997
BA, Economics
Matthew Stith, CFA's Fort Washington Investment Advisors Experience June 2000 - March 2007
Job Manager, Equity Research at Bartlett & Co.
Industry Investment Management
Experience
Bartlett & Co. March 2014 - Present
Bartlett & Co. March 2007 - Present
Fort Washington Investment Advisors June 2000 - March 2007
First Union Securities June 1998 - June 2000
Skills
Equity Research, Portfolio Management, Asset Management, Investments, Financial Modeling, Financial Analysis, Valuation
Education
Wake Forest University - Babcock Graduate School of Management 1996 — 1998
Master of Business Administration (MBA), Finance
Miami University
B.S. Business, Finance
Bartlett & Co. March 2014 - Present
Bartlett & Co. March 2007 - Present
Fort Washington Investment Advisors June 2000 - March 2007
First Union Securities June 1998 - June 2000
Skills
Equity Research, Portfolio Management, Asset Management, Investments, Financial Modeling, Financial Analysis, Valuation
Education
Wake Forest University - Babcock Graduate School of Management 1996 — 1998
Master of Business Administration (MBA), Finance
Miami University
B.S. Business, Finance
Patrick D. Hayes's Fort Washington Investment Advisors Experience October 2013 - Present
Job Regulatory/Governance Compliance Manager at Fort Washington Investment Advisors
Industry Legal Services
Experience
Fort Washington Investment Advisors October 2013 - Present
Cincinnati Bar Association March 2010 - April 2015
Vorys, Sater, Seymour and Pease LLP August 2008 - October 2013
The Linus Foundation August 2008 - December 2011
Robbins Kelly Patterson & Tucker LPA January 2007 - April 2008
Kroger August 2007 - December 2007
The Sanders Law Firm May 2006 - December 2006
Education
University of Cincinnati College of Law 2005 — 2008
Juris Doctor, Law
University of Notre Dame 2003 — 2005
Bachelor of Arts, Magna Cum Laude, English
John Carroll University 2001 — 2003
St. Xavier High School 1997 — 2001
Fort Washington Investment Advisors October 2013 - Present
Cincinnati Bar Association March 2010 - April 2015
Vorys, Sater, Seymour and Pease LLP August 2008 - October 2013
The Linus Foundation August 2008 - December 2011
Robbins Kelly Patterson & Tucker LPA January 2007 - April 2008
Kroger August 2007 - December 2007
The Sanders Law Firm May 2006 - December 2006
Education
University of Cincinnati College of Law 2005 — 2008
Juris Doctor, Law
University of Notre Dame 2003 — 2005
Bachelor of Arts, Magna Cum Laude, English
John Carroll University 2001 — 2003
St. Xavier High School 1997 — 2001
David Robinson, CFA David Robinson, CFA's Fort Washington Investment Advisors Experience 2004 - January 2014
Job Senior Portfolio Manager at Fifth Third Bank
Industry Investment Management
Experience
Fifth Third Bank February 2014 - Present
Fort Washington Investment Advisors 2004 - January 2014
Banc One Investment Advisors (now JP Morgan Chase) 1998 - 2004
Banc One Investment Advisors (now JP Morgan Chase) 1994 - 1998
Portfolio Consultants (now WealthStone) 1993 - 1994
Ohio School Employees Retirement System 1990 - 1993
Skills
Chartered Financial..., Equity Research, Equity Valuation, Financial Services, Financial Reporting
Education
University of Dayton 1991 — 1994
Masters in Business Administration
The Ohio State University 1982 — 1985
Bachelor of Science in Business Administration, Accounting and Finance
Fifth Third Bank February 2014 - Present
Fort Washington Investment Advisors 2004 - January 2014
Banc One Investment Advisors (now JP Morgan Chase) 1998 - 2004
Banc One Investment Advisors (now JP Morgan Chase) 1994 - 1998
Portfolio Consultants (now WealthStone) 1993 - 1994
Ohio School Employees Retirement System 1990 - 1993
Skills
Chartered Financial..., Equity Research, Equity Valuation, Financial Services, Financial Reporting
Education
University of Dayton 1991 — 1994
Masters in Business Administration
The Ohio State University 1982 — 1985
Bachelor of Science in Business Administration, Accounting and Finance
Tracy Glaser Tracy Glaser's Fort Washington Investment Advisors Experience January 2010 - Present
Job Client Service Adminstrator
Industry Investment Management
Experience
Fort Washington Investment Advisors January 2010 - Present
Sena Weller Rohs Williams March 2005 - January 2010
River City Correctional Center 1998 - 2005
Education
University of Cincinnati 1989 — 1993
Bachelor of Science, Criminal Justice/Psychology
McAuley High School
Fort Washington Investment Advisors January 2010 - Present
Sena Weller Rohs Williams March 2005 - January 2010
River City Correctional Center 1998 - 2005
Education
University of Cincinnati 1989 — 1993
Bachelor of Science, Criminal Justice/Psychology
McAuley High School
Jonathan Trunk's Fort Washington Investment Advisors Experience 2007 - Present
Job Director, Data, Reporting and Operations at Fort Washington Investment Advisors, Inc.
Industry Investment Management
Experience
Fort Washington Investment Advisors, Inc. April 2015 - Present
Fort Washington Investment Advisors 2007 - Present
ADM Investor Services 2005 - 2007
Education
Xavier University - School of Business Administration 2009 — 2014
MBA
Miami University
Fort Washington Investment Advisors, Inc. April 2015 - Present
Fort Washington Investment Advisors 2007 - Present
ADM Investor Services 2005 - 2007
Education
Xavier University - School of Business Administration 2009 — 2014
MBA
Miami University
Janet Murphy's Fort Washington Investment Advisors Experience March 2008 - March 2009
Job
Industry Writing and Editing
Experience
Janet Murphy, LLC November 2013 - Present
Ohio National Financial Services December 2009 - November 2013
Convergys May 2009 - December 2009
Fort Washington Investment Advisors March 2008 - March 2009
Western & Southern Life July 2005 - March 2008
Education Lending Group, Inc. April 2003 - June 2005
Millenium Technical Communications, Inc. 1997 - 2005
DocuCraft, Inc 1989 - 1997
Skills
Technical Documentation, BPMN, Business Analysis, Strategy, Team Leadership, Visio, Requirements Analysis, Microsoft Office, SharePoint, Cross-functional Team..., Communication, Smart Grid, Microsites & Landing..., Power Transmission, Power Distribution, Vegetation Management, Distribution Automation, Marketing Communications, Social Media, Leadership
Education
Miami University 1994 — 2003
Master of Technical & Scientific Communication, Focus: Marketing Communications & IT
University of Cincinnati 1984 — 1988
BFA, eMedia (a.k.a. Radio/TV/Film)
Indian Lake High School
Janet Murphy, LLC November 2013 - Present
Ohio National Financial Services December 2009 - November 2013
Convergys May 2009 - December 2009
Fort Washington Investment Advisors March 2008 - March 2009
Western & Southern Life July 2005 - March 2008
Education Lending Group, Inc. April 2003 - June 2005
Millenium Technical Communications, Inc. 1997 - 2005
DocuCraft, Inc 1989 - 1997
Skills
Technical Documentation, BPMN, Business Analysis, Strategy, Team Leadership, Visio, Requirements Analysis, Microsoft Office, SharePoint, Cross-functional Team..., Communication, Smart Grid, Microsites & Landing..., Power Transmission, Power Distribution, Vegetation Management, Distribution Automation, Marketing Communications, Social Media, Leadership
Education
Miami University 1994 — 2003
Master of Technical & Scientific Communication, Focus: Marketing Communications & IT
University of Cincinnati 1984 — 1988
BFA, eMedia (a.k.a. Radio/TV/Film)
Indian Lake High School
Daniel Saylor, CFA's Fort Washington Investment Advisors Experience 2007 - January 2010
Job CMBS Structured Securities Research at Invesco Ltd.
Industry Investment Management
Experience
Invesco Mortgage Capital January 2010 - Present
Invesco Ltd. January 2010 - Present
Fort Washington Investment Advisors 2007 - January 2010
Skills
Fixed Income, Portfolio Management, Total Return, Structured Finance, Securitization, CMBS, MBS, CDO, CRE Debt, REIT, Trepp, Intex, CFA, Bloomberg, VBA, Structured Products, Commercial Real Estate, Alternative Investments, Hedge Funds, Asset Managment, Securities, Bloomberg Terminal, Investment Strategies, Fixed Income Analysis, Investments, Quantitative Analytics, Asset Management
Education
Xavier University - Williams College of Business 2005 — 2007
BSBA, Major Finance Minor Mathematics
United States Military Academy at West Point 2003 — 2005
Attended, Mathematics
Cincinnati Christian School 1999 — 2003
Invesco Mortgage Capital January 2010 - Present
Invesco Ltd. January 2010 - Present
Fort Washington Investment Advisors 2007 - January 2010
Skills
Fixed Income, Portfolio Management, Total Return, Structured Finance, Securitization, CMBS, MBS, CDO, CRE Debt, REIT, Trepp, Intex, CFA, Bloomberg, VBA, Structured Products, Commercial Real Estate, Alternative Investments, Hedge Funds, Asset Managment, Securities, Bloomberg Terminal, Investment Strategies, Fixed Income Analysis, Investments, Quantitative Analytics, Asset Management
Education
Xavier University - Williams College of Business 2005 — 2007
BSBA, Major Finance Minor Mathematics
United States Military Academy at West Point 2003 — 2005
Attended, Mathematics
Cincinnati Christian School 1999 — 2003
Josh Sillies's Fort Washington Investment Advisors Experience Investment AssociateFort Washington Investment AdvisorsMay 2010 - December 2011
Job Business Analyst at Fort Washington Investment Advisors
Industry Investment Management
Experience
Fort Washington Investment Advisors Investment AssociateFort Washington Investment AdvisorsMay 2010 - December 2011
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Fort Washington Investment Advisors Investment AssociateFort Washington Investment AdvisorsMay 2010 - December 2011
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Brian Lysaght, CFA's Fort Washington Investment Advisors Experience June 2006 - December 2006
Job CEO at Eukles Asset Management
Industry Financial Services
Experience
Eukles Asset Management January 2011 - Present
Schaeffer's Investment Research May 2008 - January 2011
Promark Global Advisors June 2007 - April 2008
Fort Washington Investment Advisors June 2006 - December 2006
Education
Fordham Gabelli School of Business 2007 — 2008
MBA, Finance
Ohio University 2002 — 2006
Bachelors, Finance, Business Economics
Eukles Asset Management January 2011 - Present
Schaeffer's Investment Research May 2008 - January 2011
Promark Global Advisors June 2007 - April 2008
Fort Washington Investment Advisors June 2006 - December 2006
Education
Fordham Gabelli School of Business 2007 — 2008
MBA, Finance
Ohio University 2002 — 2006
Bachelors, Finance, Business Economics
Chris Farwell's Fort Washington Investment Advisors Experience 2000 - 2003
Job Director at PriceWaterhouse Coopers
Industry Capital Markets
Experience
PricewaterhouseCoopers LLP June 2010 - Present
Summit Investment Partners October 2007 - June 2010
National City Bank 2007 - October 2007
Banc of America Securities 2003 - 2006
Fort Washington Investment Advisors 2000 - 2003
Skills
Portfolio Management, Financial Modeling, Valuation, Corporate Finance, Securities, Fixed Income, Investments, Structured Finance, Securitization, Asset Management, Capital Markets, Trading, Structured Products, ABS, Loans, Real Estate, Due Diligence, Business Strategy, Equities, Series 7, Credit Analysis, Investment Banking, Strategic Planning, Sarbanes-Oxley Act, Basel III, Dodd-Frank, Risk Modeling, Capital Markets Advisory, Corporate Governance, Financial Structuring
Education
Northern Kentucky University 1999 — 2001
MBA
University of Cincinnati 1995 — 1999
BS
PricewaterhouseCoopers LLP June 2010 - Present
Summit Investment Partners October 2007 - June 2010
National City Bank 2007 - October 2007
Banc of America Securities 2003 - 2006
Fort Washington Investment Advisors 2000 - 2003
Skills
Portfolio Management, Financial Modeling, Valuation, Corporate Finance, Securities, Fixed Income, Investments, Structured Finance, Securitization, Asset Management, Capital Markets, Trading, Structured Products, ABS, Loans, Real Estate, Due Diligence, Business Strategy, Equities, Series 7, Credit Analysis, Investment Banking, Strategic Planning, Sarbanes-Oxley Act, Basel III, Dodd-Frank, Risk Modeling, Capital Markets Advisory, Corporate Governance, Financial Structuring
Education
Northern Kentucky University 1999 — 2001
MBA
University of Cincinnati 1995 — 1999
BS
Suzanne Bergmeister's Fort Washington Investment Advisors Experience July 1998 - June 2000
Job Founder, Sunflower Business Ventures Inc.
Industry Venture Capital & Private Equity
Experience
University of Louisville/College of Business June 2004 - Present
Sunflower Business Ventures Inc. March 2004 - Present
USAF 1991 - Present
MetaCyte Business Lab April 2004 - June 2007
Chrysalis Ventures June 2002 - August 2004
Blue Chip Venture Company June 2000 - July 2002
Fort Washington Investment Advisors July 1998 - June 2000
Skills
Venture Capital, Management Consulting, Start-ups, Business Planning, Business Strategy, Management, Entrepreneurship, Strategy, Strategic Planning, Small Business, Mergers, Lifesciences, Commercialization, Due Diligence, Angel Investing, Consulting, New Business Development, Investments, Leadership, Program Management, Finance, Marketing, E-commerce, Corporate Development, Strategic Consulting, Financial Modeling, Executive Management, Training, Mergers & Acquisitions, Strategic Partnerships, Leadership Development, Cross-functional Team..., Market Analysis, Competitive Analysis, Business Development, Private Equity, Product Management, Analytics, International Business, Technology Transfer, Product Development, Team Building, Business, Analysis, Financial Analysis, Market Research
Education
Cornell University 1997 — 1998
MBA, Finance
Cornell University - Johnson Graduate School of Management 1997 — 1998
MBA, Finance
California State University-Fresno 1985 — 1989
MSEE, Electrical Engineering
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1984
BSEE, Electrical Engineering
University of Louisville/College of Business June 2004 - Present
Sunflower Business Ventures Inc. March 2004 - Present
USAF 1991 - Present
MetaCyte Business Lab April 2004 - June 2007
Chrysalis Ventures June 2002 - August 2004
Blue Chip Venture Company June 2000 - July 2002
Fort Washington Investment Advisors July 1998 - June 2000
Skills
Venture Capital, Management Consulting, Start-ups, Business Planning, Business Strategy, Management, Entrepreneurship, Strategy, Strategic Planning, Small Business, Mergers, Lifesciences, Commercialization, Due Diligence, Angel Investing, Consulting, New Business Development, Investments, Leadership, Program Management, Finance, Marketing, E-commerce, Corporate Development, Strategic Consulting, Financial Modeling, Executive Management, Training, Mergers & Acquisitions, Strategic Partnerships, Leadership Development, Cross-functional Team..., Market Analysis, Competitive Analysis, Business Development, Private Equity, Product Management, Analytics, International Business, Technology Transfer, Product Development, Team Building, Business, Analysis, Financial Analysis, Market Research
Education
Cornell University 1997 — 1998
MBA, Finance
Cornell University - Johnson Graduate School of Management 1997 — 1998
MBA, Finance
California State University-Fresno 1985 — 1989
MSEE, Electrical Engineering
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1984
BSEE, Electrical Engineering
Christopher Mahony's Fort Washington Investment Advisors Experience August 1994 - April 2001
Job Fixed Income Portfolio Manager
Industry Investment Management
Experience
U.S. Trust March 2014 - Present
BlackRock March 2007 - February 2011
J&W Seligman April 2001 - April 2006
Fort Washington Investment Advisors August 1994 - April 2001
Neuberger Berman June 1986 - August 1994
Skills
Portfolio Management, Trading, Client Relationship..., Fixed Income, Asset Management, Mutual Funds, Asset Allocation, Bloomberg, Series 7, Wealth Management, Risk Management, Structured Products, Capital Markets, Investment Advisory, Investment Strategies, Bonds, Client Service, Investor Relations, Asset Managment, Structured Finance, Financial Services, Institutional..., Valuation, Investments, Finance, Hedge Funds, Financial Advisory, High Yield, Alternative Investments, Financial Structuring, Securities, Investment Management, Mergers & Acquisitions, Series 63, Trading Systems, Options, Emerging Markets, Equity Research, Derivatives, Financial Markets, ETFs, Credit, Client Services, CRM
Education
Ohio Wesleyan University 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Trinity College, Dublin 1985 — 1985
Exchange Student
BHS
U.S. Trust March 2014 - Present
BlackRock March 2007 - February 2011
J&W Seligman April 2001 - April 2006
Fort Washington Investment Advisors August 1994 - April 2001
Neuberger Berman June 1986 - August 1994
Skills
Portfolio Management, Trading, Client Relationship..., Fixed Income, Asset Management, Mutual Funds, Asset Allocation, Bloomberg, Series 7, Wealth Management, Risk Management, Structured Products, Capital Markets, Investment Advisory, Investment Strategies, Bonds, Client Service, Investor Relations, Asset Managment, Structured Finance, Financial Services, Institutional..., Valuation, Investments, Finance, Hedge Funds, Financial Advisory, High Yield, Alternative Investments, Financial Structuring, Securities, Investment Management, Mergers & Acquisitions, Series 63, Trading Systems, Options, Emerging Markets, Equity Research, Derivatives, Financial Markets, ETFs, Credit, Client Services, CRM
Education
Ohio Wesleyan University 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Trinity College, Dublin 1985 — 1985
Exchange Student
BHS
Jeff Meek's Fort Washington Investment Advisors Experience March 2014 - Present
Job VP and Chief Financial Officer at Fort Washington Investment Advisors
Industry Investment Management
Experience
Fort Washington Investment Advisors March 2014 - Present
Fort Washington Investment Advisors June 2007 - March 2014
Formica Corp December 2004 - June 2007
Western & Southern Financial Group August 1998 - December 2004
Chiquita Brands International April 1996 - August 1998
PNC Bank January 1991 - April 1996
Skills
Finance, Investments, Strategy, Financial Modeling, Financial Analysis, Financial Reporting, Mergers & Acquisitions, Strategic Financial..., Credit, Forecasting, Accounting, Valuation, Portfolio Management, Banking, Asset Management
Education
University of Cincinnati College of Business 1994 — 1996
MBA
Miami University 1986 — 1990
B.S., Finance & Accounting
Fort Washington Investment Advisors March 2014 - Present
Fort Washington Investment Advisors June 2007 - March 2014
Formica Corp December 2004 - June 2007
Western & Southern Financial Group August 1998 - December 2004
Chiquita Brands International April 1996 - August 1998
PNC Bank January 1991 - April 1996
Skills
Finance, Investments, Strategy, Financial Modeling, Financial Analysis, Financial Reporting, Mergers & Acquisitions, Strategic Financial..., Credit, Forecasting, Accounting, Valuation, Portfolio Management, Banking, Asset Management
Education
University of Cincinnati College of Business 1994 — 1996
MBA
Miami University 1986 — 1990
B.S., Finance & Accounting
Kristopher Malone's Fort Washington Investment Advisors Experience February 2005 - December 2006
Job VP, Sr. Manager Business Operations / Chief Administrative Officer Global Risk Solutions at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2013 - Present
Bank of New York Mellon May 2011 - February 2013
Bank of New York Mellon May 2009 - May 2011
Bank of New York Mellon December 2006 - April 2009
Fort Washington Investment Advisors February 2005 - December 2006
Fort Washington Investment Advisors July 2003 - February 2005
Legend Financial Advisors 2000 - 2003
Education
Xavier University 2004 — 2006
MBA
Duquesne University 1997 — 2001
BSBA, Finance and Investment Management
North Allegheny
BNY Mellon February 2013 - Present
Bank of New York Mellon May 2011 - February 2013
Bank of New York Mellon May 2009 - May 2011
Bank of New York Mellon December 2006 - April 2009
Fort Washington Investment Advisors February 2005 - December 2006
Fort Washington Investment Advisors July 2003 - February 2005
Legend Financial Advisors 2000 - 2003
Education
Xavier University 2004 — 2006
MBA
Duquesne University 1997 — 2001
BSBA, Finance and Investment Management
North Allegheny
Maribeth Rahe's Fort Washington Investment Advisors Experience 2003 - Present
Job President & CEO at Fort Washington Investment Advisors
Industry Financial Services
Experience
Fort Washington Investment Advisors 2003 - Present
US Trust Company of New York July 1997 - September 2002
The Harris Bank of Chicago 1994 - 1997
J.P. Morgan Asset Management 1985 - 1988
Morgan Guaranty Trust of New York 1980 - 1984
The Harris Bank of Chicago 1974 - 1980
Skills
Strategic Planning, Investments, Portfolio Management, Business Strategy, Due Diligence, Banking, Executive Management
Education
Thunderbird School of Global Management 1973 — 1974
M.B.A. with honors, International Finance
The Ohio State University 1970 — 1972
Completed hours for Ph.D., Romance Languages, Literatures, and Linguistics
Bowling Green State University 1966 — 1970
Bachelor of Arts (B.A.), Romance Languages and Business
Fort Washington Investment Advisors 2003 - Present
US Trust Company of New York July 1997 - September 2002
The Harris Bank of Chicago 1994 - 1997
J.P. Morgan Asset Management 1985 - 1988
Morgan Guaranty Trust of New York 1980 - 1984
The Harris Bank of Chicago 1974 - 1980
Skills
Strategic Planning, Investments, Portfolio Management, Business Strategy, Due Diligence, Banking, Executive Management
Education
Thunderbird School of Global Management 1973 — 1974
M.B.A. with honors, International Finance
The Ohio State University 1970 — 1972
Completed hours for Ph.D., Romance Languages, Literatures, and Linguistics
Bowling Green State University 1966 — 1970
Bachelor of Arts (B.A.), Romance Languages and Business
Kimberly Elmer's Fort Washington Investment Advisors Experience July 2014 - Present
Job Business Analyst at Fort Washington Investment Advisors
Industry Financial Services
Experience
Fort Washington Investment Advisors July 2014 - Present
Fermann & Co. LLC, CPA July 2010 - July 2014
JP Morgan Fund Services April 2007 - July 2010
Integrated Investment Services 2001 - 2007
BISYS 1995 - 1999
Skills
Mutual Funds, Accounting, Investments, Business Analysis, Tax, Securities, Management, Financial Analysis, Small Business, Financial Services, Risk Management, Banking, Portfolio Management, Project Management, Payroll, Finance, Alternative Investments, Financial Reporting, Financial Risk
Education
Franklin University 1997 — 1999
MBA
University of Dayton 1988 — 1992
BA, History
Fort Washington Investment Advisors July 2014 - Present
Fermann & Co. LLC, CPA July 2010 - July 2014
JP Morgan Fund Services April 2007 - July 2010
Integrated Investment Services 2001 - 2007
BISYS 1995 - 1999
Skills
Mutual Funds, Accounting, Investments, Business Analysis, Tax, Securities, Management, Financial Analysis, Small Business, Financial Services, Risk Management, Banking, Portfolio Management, Project Management, Payroll, Finance, Alternative Investments, Financial Reporting, Financial Risk
Education
Franklin University 1997 — 1999
MBA
University of Dayton 1988 — 1992
BA, History
Linda (Smith) Fultz's Fort Washington Investment Advisors Experience August 2006 - August 2007
Job Investment Management Administration and Client Relationship Management Professional
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC August 2007 - January 2010
Fort Washington Investment Advisors August 2006 - August 2007
Grantham Mayo Van Otterloo 2003 - 2006
Deutsche Asset Management June 2000 - June 2003
MFS Investment Management June 1993 - June 2000
The Boston Company 1990 - 1993
Skills
Investments, Private Equity, Mutual Funds, Financial Analysis, Fund Administration, Asset Management, Securities, Due Diligence, Accounting, Equities, Financial Modeling, Valuation
Education
Bentley University 1986 — 1990
BS, Accountancy
Ultimus Fund Solutions, LLC August 2007 - January 2010
Fort Washington Investment Advisors August 2006 - August 2007
Grantham Mayo Van Otterloo 2003 - 2006
Deutsche Asset Management June 2000 - June 2003
MFS Investment Management June 1993 - June 2000
The Boston Company 1990 - 1993
Skills
Investments, Private Equity, Mutual Funds, Financial Analysis, Fund Administration, Asset Management, Securities, Due Diligence, Accounting, Equities, Financial Modeling, Valuation
Education
Bentley University 1986 — 1990
BS, Accountancy
Shara Tackett's Fort Washington Investment Advisors Experience July 2005 - May 2012
Job Financial Analyst
Industry Hospital & Health Care
Experience
Lindner Center of HOPE March 2014 - Present
Aramark, Higher Education June 2012 - December 2013
Fort Washington Investment Advisors July 2005 - May 2012
Skills
Microsoft Office, Princeton Asset..., Eagle PACE, Financial Insight, Investments, Portfolio Management, Bloomberg, Bloomberg Terminal, Financial Analysis, Securities, Equities, Fixed Income, Financial Modeling, Accounting, Process Improvement, Analysis, Strategic Financial..., Investment Strategies, Valuation, Asset Management, Mutual Funds, InSight Accounting, Presentation Development, Financial Reporting, Finance, Financial Accounting, Financial Forecasting, Microsoft Excel, Variance Analysis, Cash Flow, Derivatives, Data Analysis, Account Reconciliation, Project Management, Financial Planning, Budgets, Forecasting, Corporate Finance
Education
Thomas More College 2003 — 2008
Bachelor, Business Administration & Finance
Lindner Center of HOPE March 2014 - Present
Aramark, Higher Education June 2012 - December 2013
Fort Washington Investment Advisors July 2005 - May 2012
Skills
Microsoft Office, Princeton Asset..., Eagle PACE, Financial Insight, Investments, Portfolio Management, Bloomberg, Bloomberg Terminal, Financial Analysis, Securities, Equities, Fixed Income, Financial Modeling, Accounting, Process Improvement, Analysis, Strategic Financial..., Investment Strategies, Valuation, Asset Management, Mutual Funds, InSight Accounting, Presentation Development, Financial Reporting, Finance, Financial Accounting, Financial Forecasting, Microsoft Excel, Variance Analysis, Cash Flow, Derivatives, Data Analysis, Account Reconciliation, Project Management, Financial Planning, Budgets, Forecasting, Corporate Finance
Education
Thomas More College 2003 — 2008
Bachelor, Business Administration & Finance
Brett Headley's Fort Washington Investment Advisors Experience May 2006 - August 2006
Job Vice President Banker at J.P.Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank October 2009 - Present
BMO Capital Markets July 2007 - August 2009
Fort Washington Investment Advisors May 2006 - August 2006
CommInsure September 2005 - December 2005
Skills
Series 7, Series 63, Asset Allocation, Financial Markets, Banking, Credit, Wealth Management, Investment Management
Education
Indiana University - Kelley School of Business 2003 — 2007
Bachelor, Finance
J.P. Morgan Private Bank October 2009 - Present
BMO Capital Markets July 2007 - August 2009
Fort Washington Investment Advisors May 2006 - August 2006
CommInsure September 2005 - December 2005
Skills
Series 7, Series 63, Asset Allocation, Financial Markets, Banking, Credit, Wealth Management, Investment Management
Education
Indiana University - Kelley School of Business 2003 — 2007
Bachelor, Finance
Rick Krawczeski, CFP®'s Fort Washington Investment Advisors Experience July 2007 - November 2014
Job Managing Director of Financial Planning
Industry Financial Services
Experience
First Republic Private Wealth Management November 2014 - Present
Fort Washington Investment Advisors July 2007 - November 2014
Key Private Bank July 1999 - July 2007
Skills
High Net Worth..., Employee Stock Options, Retirement Planning, Estate Planning, Financial Planners, Financial Planning, Financial Services, Asset Allocation, Financial Advisory, Banking, Finance, Wealth Management, Investments, Asset Managment, Portfolio Management
Education
Xavier University 1990 — 1991
MBA, Finance
College for Financial Planning 2004 — 2006
Certified Financial Planner™, Certified Financial Planner Board of Standards, Inc.
The Ohio State University
Bachelor's Degree, Finance
First Republic Private Wealth Management November 2014 - Present
Fort Washington Investment Advisors July 2007 - November 2014
Key Private Bank July 1999 - July 2007
Skills
High Net Worth..., Employee Stock Options, Retirement Planning, Estate Planning, Financial Planners, Financial Planning, Financial Services, Asset Allocation, Financial Advisory, Banking, Finance, Wealth Management, Investments, Asset Managment, Portfolio Management
Education
Xavier University 1990 — 1991
MBA, Finance
College for Financial Planning 2004 — 2006
Certified Financial Planner™, Certified Financial Planner Board of Standards, Inc.
The Ohio State University
Bachelor's Degree, Finance
Chuck Stutenroth, CFA's Fort Washington Investment Advisors Experience December 1999 - September 2005
Job Director of Investment Strategy at Mirador Family Wealth Advisors
Industry Financial Services
Experience
Mirador Family Wealth Advisors November 2008 - Present
ZAR Fund Group September 2005 - November 2008
Fort Washington Investment Advisors December 1999 - September 2005
Education
Xavier University 1992 — 1994
MBA, International Finance
University of Kentucky 1984 — 1988
BBA, Management & Economics
Mirador Family Wealth Advisors November 2008 - Present
ZAR Fund Group September 2005 - November 2008
Fort Washington Investment Advisors December 1999 - September 2005
Education
Xavier University 1992 — 1994
MBA, International Finance
University of Kentucky 1984 — 1988
BBA, Management & Economics
Bradley Reed, CFA's Fort Washington Investment Advisors Experience July 1997 - August 2007
Job Miramar Services Inc.
Industry Financial Services
Experience
Miramar Services Inc. February 2011 - Present
Truepoint Inc September 2007 - January 2011
Fort Washington Investment Advisors July 1997 - August 2007
Education
Cornell University - Johnson Graduate School of Management 1995 — 1997
MBA, Finance
University of California, Davis 1989 — 1993
BA, Economics
Miramar Services Inc. February 2011 - Present
Truepoint Inc September 2007 - January 2011
Fort Washington Investment Advisors July 1997 - August 2007
Education
Cornell University - Johnson Graduate School of Management 1995 — 1997
MBA, Finance
University of California, Davis 1989 — 1993
BA, Economics
Dan LaJeunesse, CIPM's Fort Washington Investment Advisors Experience January 2014 - February 2015
Job Senior Performance Analyst at Fort Washington Investment Advisors
Industry Financial Services
Experience
Fort Washington Investment Advisors, Inc. March 2015 - Present
Fort Washington Investment Advisors January 2014 - February 2015
Archway Technology Partners June 2011 - January 2014
Hill-Rom May 2008 - August 2008
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science (BS), Finance, General
Batesville High School 2003 — 2007
Fort Washington Investment Advisors, Inc. March 2015 - Present
Fort Washington Investment Advisors January 2014 - February 2015
Archway Technology Partners June 2011 - January 2014
Hill-Rom May 2008 - August 2008
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science (BS), Finance, General
Batesville High School 2003 — 2007
Kiley O'Connell, CPCU, AMIM's Fort Washington Investment Advisors Experience December 2010 - May 2012
Job Business Developer Specialist at Great American Insurance Company
Industry Insurance
Experience
Great American Insurance November 2014 - Present
Berkley Fire & Marine Underwriters (a W. R. Berkley Company) April 2014 - November 2014
Great American Insurance May 2012 - April 2014
Fort Washington Investment Advisors December 2010 - May 2012
The Cincinnati Insurance Companies March 2006 - December 2010
Skills
CPCU, Underwriting, Insurance, Property & Casualty..., Commercial Insurance, Risk Management, Process Improvement, Inland Marine, Project Management, Investments, Umbrella Insurance, Crime Insurance, Workers Compensation, General Liabilty, Auto, Business Development, International Business
Education
Xavier University 2008 — 2010
MBA, cum laude
Miami University 2000 — 2005
BA, English
Covington Latin School 1996 — 2000
Great American Insurance November 2014 - Present
Berkley Fire & Marine Underwriters (a W. R. Berkley Company) April 2014 - November 2014
Great American Insurance May 2012 - April 2014
Fort Washington Investment Advisors December 2010 - May 2012
The Cincinnati Insurance Companies March 2006 - December 2010
Skills
CPCU, Underwriting, Insurance, Property & Casualty..., Commercial Insurance, Risk Management, Process Improvement, Inland Marine, Project Management, Investments, Umbrella Insurance, Crime Insurance, Workers Compensation, General Liabilty, Auto, Business Development, International Business
Education
Xavier University 2008 — 2010
MBA, cum laude
Miami University 2000 — 2005
BA, English
Covington Latin School 1996 — 2000
Ryan Schultheiss, CPA's Fort Washington Investment Advisors Experience May 2013 - August 2015
Job Senior Internal Auditor at Vantiv
Industry Financial Services
Experience
Vantiv August 2015 - Present
Fort Washington Investment Advisors May 2013 - August 2015
Western & Southern Financial Group October 2010 - May 2013
xpedx February 2007 - October 2008
Education
University of Cincinnati College of Business 2009 — 2010
MBA
Oakland University 2002 — 2006
BS, Finance
Vantiv August 2015 - Present
Fort Washington Investment Advisors May 2013 - August 2015
Western & Southern Financial Group October 2010 - May 2013
xpedx February 2007 - October 2008
Education
University of Cincinnati College of Business 2009 — 2010
MBA
Oakland University 2002 — 2006
BS, Finance
Doug Kelsey, CFA's Fort Washington Investment Advisors Experience July 2010 - Present
Job VPPrivate Placements at Fort Washington Investment Advisors
Industry Financial Services
Experience
Fort Washington Investment Advisors July 2010 - Present
Skills
Investments, Portfolio Management, Asset Management, Fixed Income, Investment Strategies, Financial Modeling, Strategy, Asset Allocation, Equities, Alternative Investments, Valuation, Investment Management, Financial Analysis, Bloomberg, Securities
Education
Miami University
BS, Finance
Fort Washington Investment Advisors July 2010 - Present
Skills
Investments, Portfolio Management, Asset Management, Fixed Income, Investment Strategies, Financial Modeling, Strategy, Asset Allocation, Equities, Alternative Investments, Valuation, Investment Management, Financial Analysis, Bloomberg, Securities
Education
Miami University
BS, Finance
David Theobald's Fort Washington Investment Advisors Experience May 2012 - August 2013
Job Fixed Income Analyst at Johnson Investment Counsel
Industry Investment Management
Experience
Johnson Investment Counsel September 2013 - Present
Fort Washington Investment Advisors May 2012 - August 2013
Cincinnati Financial Corporation April 2007 - May 2012
Education
University of Cincinnati College of Business 2003 — 2007
BBA, Finance
Johnson Investment Counsel September 2013 - Present
Fort Washington Investment Advisors May 2012 - August 2013
Cincinnati Financial Corporation April 2007 - May 2012
Education
University of Cincinnati College of Business 2003 — 2007
BBA, Finance
Matt Grannen's Fort Washington Investment Advisors Experience 2001 - 2011
Job Sr. Programmer Analyst at Western & Southern Financial Group
Industry Insurance
Experience
Western & Southern Financial Group May 2013 - Present
Western & Southern Financial Group March 2012 - May 2013
Fort Washington Investment Advisors 2001 - 2011
Skills
Financial Analysis, Process Improvement, VBA, Business Analysis, SDLC, Finance, Customer Service, Leadership, SQL, Visio, Insurance, Team Building, Analysis
Education
Thomas More College 1981 — 1984
Bachelor of Arts (B.A.), Chemistry
Western & Southern Financial Group May 2013 - Present
Western & Southern Financial Group March 2012 - May 2013
Fort Washington Investment Advisors 2001 - 2011
Skills
Financial Analysis, Process Improvement, VBA, Business Analysis, SDLC, Finance, Customer Service, Leadership, SQL, Visio, Insurance, Team Building, Analysis
Education
Thomas More College 1981 — 1984
Bachelor of Arts (B.A.), Chemistry
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY