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Jon Westerman
Directeur van Onderzoek - Eigen Vermogen bij Fort Washington Investment Advisors, Inc.
Profiel
Mr. Jonathan P.
Westerman, CFA MBA, is an Assistant Vice President, Portfolio Manager & Head of Investment Grade Research at Fort Washington Investment Advisors, Inc. He is a Portfolio Manager of Investment Grade Credit for both total return and asset-liability management investment strategies.
He also maintains fundamental credit research responsibilities for all of the firm’s Energy Infrastructure (Midstream Energy / Pipelines, Utility, & Power sectors), Investment Grade, and High Yield credit investments.
He joined the firm in 2012 and has served in various capacities on the fixed income team including credit research, portfolio management, quantitative modeling and analysis, and trading.
Prior to joining Fort Washington, Mr. Westerman served in various roles within Fort Washington’s parent company, Western & Southern Financial Group, since 2006.
He began his career as an Associate in the Audit & Risk Assurance practice of PricewaterhouseCoopers LLP (PwC) where he was responsible for planning and executing audit and risk advisory services for both public and private clients across multiple industries, including Energy and Utilities.
He received a BS in Accounting and Decision Science & Information Systems (magna cum laude) from the University of Kentucky and an MBA, Finance from Xavier University.
He is a Certified Public Accountant (CPA) and a CFA charterholder.
Actieve functies van Jon Westerman
Bedrijven | Functie | Begin |
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Fort Washington Investment Advisors, Inc.
![]() Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Directeur van Onderzoek - Eigen Vermogen | 01-10-2020 |
Eerdere bekende functies van Jon Westerman
Bedrijven | Functie | Einde |
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Western & Southern Financial Group, Inc.
![]() Western & Southern Financial Group, Inc. Investment ManagersFinance Western & Southern Financial Group, Inc. provides life insurance, financial investment and real estate investment management services. The company was founded in 1888 and is headquartered in Cincinnati, OH. | Corporate Officer/Principal | 31-12-2011 |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Corporate Officer/Principal | - |
Opleiding van Jon Westerman
University of Kentucky | Undergraduate Degree |
Xavier University | Masters Business Admin |
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Bedrijven in privébezit | 3 |
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Fort Washington Investment Advisors, Inc.
![]() Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Finance |
Western & Southern Financial Group, Inc.
![]() Western & Southern Financial Group, Inc. Investment ManagersFinance Western & Southern Financial Group, Inc. provides life insurance, financial investment and real estate investment management services. The company was founded in 1888 and is headquartered in Cincinnati, OH. | Finance |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Commercial Services |