Our Family of Companies
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Meet Our Family of Companies
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Fixed Income Team

Our fixed income philosophy is applied via a rigorous, fundamentally based research process by a deeply experienced team whose creativity and collaboration facilitate competitive, repeatable results.

Investment Professionals, Portfolio Managers, & Credit Analysts

Garrick Bauer

Garrick T. Bauer, CFA

Managing Director, Portfolio Manager, Head of Credit

Career Summary
Wellington Management Company
Summit Investment Partners
PricewaterhouseCoopers

Education 
BS - Miami University
MBA - University of Virginia

Meet Garrick Bauer
Daniel Carter

Daniel J. Carter, CFA

Managing Director, Senior Portfolio Manager

Career Summary
Ohio Casualty Group
Provident Financial Group

Education 
BS - Miami University

Meet Daniel Carter
Austin Kummer

Austin R. Kummer, CFA

Managing Director, Senior Portfolio Manager

Career Summary
Fort Washington Investment Advisors, Inc.

Education 
BBA - Ohio University
MBA - Xavier University

Meet Austin Kummer
Scott Weston

Scott D. Weston

Managing Director, Senior Portfolio Manager

Career Summary
Countrywide Investments
Midwest Group of Funds

Education 
BA - University of Utah
MBA - University of Cincinnati

Meet Scott Weston
Ryan Alleman

Ryan K. Alleman

Assistant Vice President, Alternative Credit

Career Summary
Western & Southern Financial Group
Macy's

Education
MBA - The University of Chicago
BS - Xavier University

Meet Ryan Alleman
Casey Basil

Casey A. Basil

Assistant Vice President, Senior Credit Analyst

Career Summary
JP Morgan Asset Management

Education 
BS - Indiana University
MBA - University of Michigan

Meet Casey Basil
photo of Will Block

William J. Block, CFA, CPA

Credit Analyst

Career Summary
Ohio National Financial Services
Battelle & Battelle LLP

Education 
BA - Wittenberg University
MS - Wright State University

Meet Will Block
photo of Lennox Brooks

Lennox C. Brooks, CFA

Portfolio Analyst

Career Summary
Battelle Memorial Institute

Education 
BSBA - The Ohio State University

Meet Lennox Brooks
photo of Charles Buggage

Charles Buggage

Senior Fixed Income Analyst

Career Summary
Southern Farm Bureau Life Insurance Company
Crescent Bank

Education
BBA - Loyola University New Orleans
MFIN - Tulane University

MEET CHARLES BUGGAGE
Patrick Burleson

Patrick L. Burleson, CFA

Assistant Vice President, Senior Portfolio Manager, Senior Credit Analyst

Career Summary
Fort Washington Investment Advisors, Inc.

Education 
BBA - University of Cincinnati

Meet Patrick Burleson
Bernard Casey

Bernard M. Casey, CFA

Vice President, Portfolio Manager, Senior Credit Analyst

Career Summary
Pacholder Associates
Formica Corporation

Education 
BS - United States Military Academy
MBA - University of Cincinnati

Meet Bernard Casey
Brian Cloutier

Brian D. Cloutier, CFA

Assistant Vice President, Portfolio Manager, Senior Credit Analyst (Latin America)

Career Summary
Akemi Capital 
Aragain Capital Management 

Education 
BS - Carnegie Mellon University
MBA - Massachusetts Institute of Technology

Meet Brian Cloutier
Jay Devine

Jay M. Devine

Vice President, Senior Fixed Income Trader, Senior Portfolio Manager

Career Summary
Western & Southern Financial Group
Merrill Lynch

Education 
BBA - Ohio University
MBA - Northern Kentucky University

Meet Jay Devine
Amy Eddy

Amy W. Eddy

Assistant Vice President, Senior Credit Analyst

Career Summary
Standard & Poor's
Bank One

Education 
BS - Wheaton College
MBA - George Washington University

Meet Amy Eddy
Richard Ellensohn

Richard A. Ellensohn

Assistant Vice President & Senior Credit Analyst, Investment Grade Credit

Career Summary
BISYS Fund Services

Education 
BBA - Ohio University
MBA - Xavier University

Meet Richard Ellensohn
photo of Steven Garrett

Steven F. Garrett, CFA

Credit Analyst

Career Summary
 Ameritas Investment Partners 
 
Education 
BS - Wright State University

Meet Steven Garrett
Daniel Gibson

Daniel T. Gibson, CFA

Vice President & Portfolio Manager, Alternative Investments

Career Summary
Western & Southern Financial Group

Education 
BA - University of Notre Dame
MBA - Northwestern University

Meet Daniel Gibson
John Goetz

John J. Goetz, CFA

Vice President, Senior Portfolio Manager

Career Summary
Countrywide Investments 
Midwest Group of Funds

Education 
BS - University of Cincinnati

Meet John Goetz

Jack M. Harsh, CFA

Senior Portfolio Analyst, Multi-Asset

Career Summary
Fort Washington Investment Advisors, Inc.

Education 
BBA - University of Cincinnati
MS - University of Cincinnati

Meet Jack Harsh
Matthew Jackson

Matthew J. Jackson, CFA

Assistant Vice President, Assistant Portfolio Manager, Senior Leveraged Credit Trader

Career Summary
Fort Washington Investment Advisors, Inc.

Education
BSBA - Xavier University

Meet Matthew Jackson
Timothy Jossart

Timothy J. Jossart, CFA

Vice President, Portfolio Manager, Head of Leveraged Credit Research

Career Summary
Star Bank
PNC Bank

Education 
BBA - University of Wisconsin-Madison

Meet Timothy Jossart
photo of Dimitar Kamacharov

Dimitar T. Kamacharov, CFA

Assistant Portfolio Manager, Securitized Products

Career Summary
Ameritas
PNC Bank

Education 
BBA - University of Kentucky

MEET DIMITAR KAMACHAROV
photo of Laura Mayfield

Laura L. Mayfield

Assistant Vice President, Senior Portfolio Manager

Career Summary
Western & Southern Life Assurance Company

Education
BA - Olivet Nazarene University
MBA - Xavier University

Meet Laura Mayfield
Brent Miller

Brent A. Miller, CFA

Vice President, Senior Portfolio Manager, Securitized Products

Career Summary
Integrity Companies

Education 
BS - University of Evansville

Meet Brent Miller
Breen Murphy

Breen T. Murphy, CFA

Vice President, Portfolio Manager

Career Summary
Calamos Investments
40|86 Advisors
KeyBanc Capital Markets

Education 
BSBA - Xavier University

Meet Breen Murphy
Brian Nunes

Brian M. Nunes, CFA, CPA

Assistant Vice President, Senior Credit Analyst

Career Summary
Gramercy Funds Management LLC 
PricewaterhouseCoopers LLC 

Education 
Bachelor of Commerce - University of Pretoria, South Africa
Diploma in Advanced Auditing - Rand Academic University/University of Cape Town, South Africa

Meet Brian Nunes
photo of Kiran Pillai

Kiran Pillai

Assistant Vice President, Senior Credit Analyst

Career Summary
KeyBanc Capital Markets
Jefferies & Company
HSBC Global Asset Management
Morgan Stanley

Education 
BBA - University of Notre Dame

Meet Kiran Pillai

Richard V. Schneider

Vice President, Senior Portfolio Manager, Securitized Products

Career Summary
Mesirow Financial
Loop Capital Markets
Lehman Brothers Asset Management
Lincoln Capital Management

Education 
MBA - University of Notre Dame
BS - University of Notre Dame

Meet Richard Schneider
Headshot of Blake Stanislaw

Blake Stanislaw, CFA

Client Portfolio Manager, Fixed Income

Career Summary
Guggenheim Partners
PT Asset Management
Ernst & Young

Education
BS - Indiana University

MEET BLAKE STANISLAW
Paul Tomich

Paul A. Tomich, CFA

Vice President, Senior Portfolio Manager

Career Summary
Fort Washington Investment Advisors, Inc.

Education 
BSBA - Xavier University

Meet Paul Tomich

Beth N. Turner, CFA

Senior Fixed Income Analyst

Career Summary
Fort Washington Investment Advisors, Inc.

Education 
BS - Miami University

Meet Beth Turner
Nick Trivett

Nicholas G. Trivett, CFA

Senior Credit Analyst

Career Summary
Ohio National Financial Services
Ameritas Investment Partners 
KeyBanc Capital Markets

Education 
BSBA - Xavier University

Meet Nick Trivett
Bojan Vidosevic

Bojan Vidosevic, CFA

Assistant Vice President, Portfolio Manager, Senior Credit Analyst

Career Summary
JP Morgan Chase

Education 
BS - Miami University
MBA - University of Chicago

Meet Bojan Vidosevic
David Walters

David W. Walters, CFA

Vice President, Portfolio Manager

Career Summary
Forethought Financial Services (Hillenbrand Industries)
Pre-Need Insurance and Banking Company

Education 
BA - University of Kentucky
MBA - Xavier University 

Meet David Walters
Jon Westerman

Jonathan P. Westerman, CFA, CPA

Vice President, Portfolio Manager, Head of Investment Grade Research

Career Summary
Western & Southern Financial Group
PricewaterhouseCoopers LLP

Education 
BS - University of Kentucky
MBA - Xavier University

Meet Jonathan Westerman
Brooks Wilhelm

Brooks K. Wilhelm, CFA

Assistant Vice President, Assistant Portfolio Manager, Senior Credit Analyst, Investment Grade Credit

Career Summary
Touchstone Investments
Grant Thornton, LLP

Education 
BA - Vanderbilt University
MS - University of Cincinnati

Meet Brooks Wilhelm

David A. Wingard, FSA, MAAA, CERA

Assistant Vice President, Portfolio Manager, Asset & Liability Management

Career Summary
Western & Southern Financial Group

Education 
BS - Pennsylvania State University

Meet Dave Wingard

Kevin J. Wittich

Portfolio Manager, Short Duration 

Career Summary
Gradison-McDonald & Co.

Leshner Financial Services

Education 
BSBA - Xavier University

Meet Kevin Wittich
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