Adam Morton, wealth advisor for Fort Washington Investment Advisors, Inc. (Fort Washington), has been named to the Cincinnati Business Courier 2018 Forty Under 40 class. The annual awards program recognizes young professionals in Greater Cincinnati who are building successful careers while also giving back to the community.
Honorees will be recognized by the Cincinnati Business Courier at a luncheon on Sept. 18 at the Hyatt Regency Cincinnati.
Morton joined Fort Washington in March 2017. He is responsible for developing and deepening client relationships by providing holistic and proactive financial solutions.
Prior to joining Fort Washington, Morton worked as a senior wealth consultant for RiverPoint Capital Management. Other experience includes many years with Westwood Management, a single family office, and investment analysis with Cambridge Associates.
He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with a MBA from Xavier University. Morton earned a bachelor’s degree in finance with a minor in entrepreneurship from Miami University.
Morton currently serves as the president of the Miami University Alumni Association – Cincinnati Chapter, the Futures Board of the Cincinnati Squash Academy, the Young Professionals Board of Stepping Stones, and co-chair of the Membership & Engagement Committee of the Professional Leadership Network (PLN). He also serves on the Trustee Committee of the American Cancer Society’s Cincinnati Golf Classic, and is a former member of the Cincinnati Chamber’s C-Change Class 10.
Fort Washington Investment Advisors, Inc. (Fort Washington), founded in May 1990, is the money management and primary investment arm of Western & Southern Financial Group with more than $55.7 billion in assets under management as of March 31, 2018.* Fort Washington is a registered investment advisor with expertise in fixed income, public equity and private equity. Clients include institutions and high net worth individuals throughout the country.
* Includes total assets and/or commitments under management by Fort Washington Investment Advisors, Inc. (Fort Washington), $52.2 billion, and $3.5 billion managed by Fort Washington Capital Partners Group (FW Capital), a division, and Peppertree Partners LLC, a subsidiary.
Founded in Cincinnati in 1888 as The Western and Southern Life Insurance Company, and celebrating 130 years this year, Western & Southern Financial Group, Inc. (Western & Southern), a Fortune 500 company, is now the parent company of a group of diversified financial services businesses. Its assets owned ($48.3 billion) and managed ($26.2 billion) total $74.5 billion as of June 30, 2018. Western & Southern is one of the strongest life insurance groups in the world. Its six life insurance subsidiaries (The Western and Southern Life Insurance Company, Western-Southern Life Assurance Company, Columbus Life Insurance Company, Integrity Life Insurance Company, The Lafayette Life Insurance Company and National Integrity Life Insurance Company) maintain very strong financial ratings. Other member companies include Eagle Realty Group, LLC; Fort Washington Investment Advisors, Inc.;2 IFS Financial Services, Inc.; Peppertree Partners LLC;1 Touchstone Advisors, Inc.;1 Touchstone Securities, Inc.;2 W&S Brokerage Services, Inc.;2 and W&S Financial Group Distributors, Inc. More information on the Western & Southern family of companies. Western & Southern is the title sponsor of six major community events every year, including the Western & Southern Open, a premier event in the U.S. Open Series played each August by the world’s top-ranked professional male and female tennis players.