Fort Washington Investment Advisors, Inc.
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, Inc. Employees
Fort Washington Investment Advisors, Inc. January 2014 - Present
Mercer Investments February 2013 - November 2013
Mercer Investments January 2012 - February 2013
Aspen Partners, Ltd. June 2010 - August 2010
Boston Properties 2009 - 2010
MB Real Estate July 2008 - January 2009
C.H. Robinson Worldwide, Inc. July 2006 - July 2008
Skills
Valuation, Financial Modeling, Investments, Financial Analysis, Due Diligence, Private Equity, Equities
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Finance / Investments
Miami University 2001 — 2006
Bachelor of Science, Finance
Fort Washington Investment Advisors, Inc. March 2015 - Present
US Bank 2004 - March 2015
Skills
Strategic Financial..., Banking, Wealth Management, Financial Services, Investments, Portfolio Management, Leadership, Asset Management, Financial Analysis, Private Banking, Asset Managment, Trust Services, Credit, High Net Worth..., Loans, Financial Planning, Insurance
Education
Miami University 1979 — 1983
Bachelor of Science (BS), Business Administration, Management and Operations
Fort Washington Investment Advisors, Inc. October 2014 - Present
JPMorgan Chase July 2011 - October 2014
Skills
Credit Analysis, Financial Modeling, Private Placements, Fixed Income, Microsoft Excel
Education
Miami University 2007 — 2011
Double Major in Business Economics and Decision Sciences
Fort Washington Investment Advisors, Inc. January 2015 - Present
Fort Washington Investment Advisors, Inc. May 2014 - August 2014
Truepoint Inc May 2013 - August 2013
Skills
Leadership, Finance, Microsoft Office, Microsoft Excel, Public Speaking, PowerPoint, Time Management, Customer Service, Microsoft Word, Organization, Data Analysis, Outlook, Social Media
Education
University of Cincinnati College of Business 2010 — 2015
Bachelor's, Finance, 3.8
College for Financial Planning 2014 — 2015
Fort Washington Investment Advisors, Inc. October 2014 - Present
Morningstar February 2014 - October 2014
Morningstar January 2012 - February 2014
Westgate Condominium Corporation October 2008 - September 2012
Bank of America Merrill Lynch August 2010 - December 2011
Canadian Energy Research Institute (CERI) April 2009 - July 2010
DCM Energy Associates Ltd. November 2005 - July 2010
Canadian Energy Research Institute (CERI) February 2008 - March 2009
Energy Alberta Corp. 2005 - 2008
Skills
Economics, Energy, Strategy, Analysis, Investments, Financial Modeling, Equities, Corporate Finance, Valuation, Equity Research, Petroleum, Natural Gas, Investor Relations, Business Planning, Project Management, Bloomberg, Financial Analysis, Finance, Portfolio Management, Morningstar Direct, Energy Industry, Forecasting, Pipelines, Capital Markets
Education
University of Alberta 2003 — 2004
Master of Arts, Economics
University of Waterloo 1999 — 2003
Arts, Honours, Economics
Fort Washington Investment Advisors, Inc. November 2014 - Present
Fort Washington Investment Advisors, Inc. September 2013 - November 2014
Fort Washington Investment Advisors, Inc. January 2013 - September 2013
Omnicare June 2012 - January 2013
Ohio University January 2012 - March 2012
Great American Insurance January 2011 - January 2012
Skills
Leadership, Microsoft Office, Research, Public Speaking, Teamwork, Account Management, Highly self-motivated, Communication, Consulting, Goal Oriented, Investments, Problem Solving, Results Oriented, Activity Coordination, Visual Basic, Bloomberg, Eagle PACE, PAM for Securities, Derivatives, PowerPoint
Education
Xavier University 2013 — 2014
Master of Business Administration (M.B.A.), Finance, Cumulative GPA 3.93/4.00
Ohio University 2009 — 2012
Bachelor's Degree, Business Administration; Finance; Business Economics, Cumulative GPA 3.44
LaSalle High School 2005 — 2009
High School
Fort Washington Investment Advisors, Inc. April 2015 - Present
Fort Washington Investment Advisors, Inc. March 2012 - April 2015
Kappa Alpha Theta Sorority, University of Cincinnati March 2003 - May 2012
J.P. Morgan August 2009 - February 2012
J.P. Morgan May 2008 - August 2009
J.P. Morgan August 2007 - May 2008
Integrated Investment Services December 2005 - August 2007
Ultimus Fund Solutions, LLC March 2005 - September 2005
Marvin F. Poer & Company December 2003 - September 2004
Education
University of Cincinnati College of Business 2001 — 2005
BA, Finance, International Business
Universidad del Desarrollo 2004 — 2004
Tecnológico de Monterrey 2002 — 2002
Newmarket High School 1997 — 2001
Country Day School
Fort Washington Investment Advisors, Inc. June 2014 - Present
Absolute Return Strategies March 2013 - April 2014
Fidelity Investments August 2012 - January 2013
Northwestern Mutual February 2011 - June 2012
DePaul University, International Studies Department April 2010 - March 2011
Education
DePaul University 2008 — 2012
Bachelor's Degree, Business, Economics Concentration
Fort Washington Investment Advisors, Inc. September 2012 - Present
LCRA April 2011 - September 2012
Reasoning Mind July 2010 - March 2011
SPSS June 2009 - September 2009
American Electric Power June 2008 - September 2008
Skills
Business Intelligence, Business Process..., Data Analysis, Data Warehousing, SQL, Data Governance, Reporting & Analysis, R, SAS, Minitab, Arena, Tableau, OBIEE, Crystal Reports, SSRS
Education
Northwestern University 2006 — 2010
BS, Industrial Engineering, Economics
University of Cincinnati 2014 — 2015
Graduate Certificate, Data Analytics
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. November 2008 - April 2015
Peppertree Partners 2000 - 2008
STRS Ohio 1987 - 2000
Ohio Department of Development 1986 - 1987
The Lincoln Electric Company 1977 - 1985
Skills
Investments, Alternative Investments, Strategy, Private Equity, Venture Capital, Marketing Strategy, Mergers & Acquisitions, Executive Management, Investment Management, Finance, Management, Financial Advisory, Valuation, Asset Management, Hedge Funds, Due Diligence
Education
John Carroll University 1981 — 1983
MBA
John Carroll University 1972 — 1976
BSBA, Management
Fort Washington Investment Advisors, Inc. October 1998 - Present
Pacholder Associates 1994 - 1998
Formica Group North America 1992 - 1994
US Army 1985 - 1992
Education
University of Cincinnati College of Business
MBA, Finance
United States Military Academy at West Point 1981 — 1985
St. Timothy Parish May 2014 - Present
JKC Consulting January 2007 - Present
Fort Washington Investment Advisors, Inc. January 2004 - January 2007
IFS Financial Services May 2000 - January 2004
NASD August 1997 - May 2000
Skills
Investments, Securities, Portfolio Management, Asset Management, Alternative Investments, Fixed Income, Investment Strategies, Financial Analysis, Equities, Strategic Financial..., Financial Modeling, Venture Capital
Education
Xavier University 2002 — 2004
MBA, International Business
Northern Arizona University-The W. A. Franke College of Business 1993 — 1997
BSBA, Finance
Prescott High School 1989 — 1993
Fort Washington Investment Advisors, Inc. June 2014 - Present
The Western & Southern Financial Group 2003 - 2014
J.P. Morgan Private Bank January 1995 - April 2003
Prudential Insurance October 1991 - December 1994
Salomon Brothers January 1984 - September 1991
Skills
Investments, Strategy, Asset Management, Portfolio Management, Asset Managment, Investment Strategies, Financial Advisory, Alternative Investments, Fixed Income, Equities, Hedge Funds, Asset Allocation, Wealth Management, Risk Management, Emerging Markets, Insurance, Capital Markets
Education
Stanford University 1966 — 1975
MA, Economics - Ph, D., Economics
University of California, Berkeley
BA, Economics
Fort Washington Investment Advisors, Inc. August 2013 - Present
Wellington Management October 2011 - June 2013
Wellington Management June 2004 - October 2011
Summit Investment Partners April 1999 - July 2002
Skills
Fixed Income, Portfolio Management, Investments, Equities, Bonds, Capital Markets, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Bloomberg, Investment Management, Asset Allocation, Global Macro, Alternative Investments, Relative Value, Hedge Funds, Investment Strategies
Education
University of Virginia - Darden Graduate School of Business Administration 2002 — 2004
Master of Business Administration (MBA)
Miami University 1993 — 1997
Bachelor of Science (BS), Accounting
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. September 2013 - Present
Fort Washington Investment Advisors, Inc. February 2012 - September 2013
Fort Washington Investment Advisors, Inc. March 2008 - February 2012
Todd Investment Advisors November 2005 - March 2008
Berkeley International Capital Corporation August 1999 - March 2005
Berkeley Capital Management April 1996 - August 1999
Education
San Jose State University 1990 — 1994
B.S., Graphic Design
Oklahoma State University 1982 — 1986
B.S., Business Administration