Fort Washington Investment Advisors, Inc.

Industry: Company

Description

Founded: 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

Employee
Years
Job
Industry
Brad Sikora Brad Sikora Cincinnati Area Details
Brad Sikora's Fort Washington Investment Advisors, Inc. Experience January 2014 - Present
Job Business Development Specialist at Fort Washington Investment Advisors
Industry Investment Management
Experience
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

Stephen Mullin Stephen Mullin Cincinnati, Ohio Details
Stephen Mullin's Fort Washington Investment Advisors, Inc. Experience March 2015 - Present
Job Managing Director at Fort Washington Investment Advisors, Inc.
Industry Financial Services
Experience
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

Bojan Vidosevic Bojan Vidosevic Cincinnati, Ohio Details
Bojan Vidosevic's Fort Washington Investment Advisors, Inc. Experience October 2014 - Present
Job Private Placement Analyst at Fort Washington Investment Advisors, Inc.
Industry Investment Management
Experience
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

Trenton Arnone Trenton Arnone Cincinnati Area Details
Trenton Arnone's Fort Washington Investment Advisors, Inc. Experience January 2015 - Present
Job Investment Associate at Fort Washington Investment Advisors, Inc.
Industry Financial Services
Experience
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

David McColl David McColl Cincinnati, Ohio Details
David McColl's Fort Washington Investment Advisors, Inc. Experience October 2014 - Present
Job Assistant Vice President and Assistant Portfolio Manager at Fort Washington Investment Advisors, Inc.
Industry Oil & Energy
Experience
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

Austin R. Kummer Austin R. Kummer Cincinnati Area Details
Austin R. Kummer's Fort Washington Investment Advisors, Inc. Experience November 2014 - Present
Job Fixed Income Analyst at Fort Washington Investment Advisors, Inc.
Industry Financial Services
Experience
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

Amity Chaulk Amity Chaulk Cincinnati Area Details
Amity Chaulk's Fort Washington Investment Advisors, Inc. Experience April 2015 - Present
Job Senior Research Analyst, Private Equity at Fort Washington Investment Advisors, Inc.
Industry Financial Services
Experience
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

Matt Caminiti Matt Caminiti Cincinnati, Ohio Details
Matt Caminiti's Fort Washington Investment Advisors, Inc. Experience June 2014 - Present
Job Marketing Consultant at Fort Washington Investment Advisors
Industry Investment Management
Experience
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

Greg Warga Greg Warga Cincinnati Area Details
Greg Warga's Fort Washington Investment Advisors, Inc. Experience September 2012 - Present
Job Manager, Reporting and Data Analytics at Fort Washington Investment Advisors
Industry Financial Services
Experience
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

Jonathan Trunk Jonathan Trunk Cincinnati Area Details
Jonathan Trunk's Fort Washington Investment Advisors, Inc. Experience April 2015 - 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

Joseph B. Michael Joseph B. Michael Cleveland/Akron, Ohio Area Details
Joseph B. Michael's Fort Washington Investment Advisors, Inc. Experience November 2008 - April 2015
Job Investment Professional
Industry Investment Management
Experience
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

Bernie Casey CFA Bernie Casey CFA Cincinnati Area Details
Bernie Casey CFA's Fort Washington Investment Advisors, Inc. Experience October 1998 - Present
Job Assistant Vice President & Senior Credit Analyst @ Fort Washington Investment Advisors, Inc.
Industry Investment Management
Experience
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

Jennifer Baronsky Casson Jennifer Baronsky Casson Cincinnati Area Details
Jennifer Baronsky Casson's Fort Washington Investment Advisors, Inc. Experience January 2004 - January 2007
Job Business Manager at St. Timothy Parish
Industry Financial Services
Experience
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

Nick Sargen Nick Sargen Cincinnati Area Details
Nick Sargen's Fort Washington Investment Advisors, Inc. Experience June 2014 - Present
Job SVP and Chief Economist, Fort Washington Investment Advisors
Industry Financial Services
Experience
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

Garrick Bauer Garrick Bauer Cincinnati, Ohio Details
Garrick Bauer's Fort Washington Investment Advisors, Inc. Experience August 2013 - Present
Job High Yield Analyst at Fort Washington Investment Advisors
Industry Investment Management
Experience
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

Dan LaJeunesse, CIPM Dan LaJeunesse, CIPM Cincinnati Area Details
Dan LaJeunesse, CIPM's Fort Washington Investment Advisors, Inc. Experience March 2015 - Present
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

Laura Burg Laura Burg Cincinnati Area Details
Laura Burg's Fort Washington Investment Advisors, Inc. Experience September 2013 - Present
Job Compliance Monitoring & Surveillance at Fort Washington Investment Advisors, Inc.
Industry Financial Services
Experience
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

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