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Fixed Income Team

 

Investment Professionals, Portfolio Managers & Credit Analysts

Timothy Policinski

Timothy J. Policinski, CFA

Managing Director, Senior Portfolio Manager

Career Summary
Lincoln National

Education 
BS - Indiana University
MSBA - Indiana University

Meet Timothy Policinski
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
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
Garrick Bauer

Garrick T. Bauer, CFA

Vice President, Portfolio Manager

Career Summary
Wellington Management Company
Summit Investment Partners
PricewaterhouseCoopers

Education 
BS - Miami University
MBA - University of Virginia

Meet Garrick Bauer
Helen Brennan

Helen H. Brennan

Credit Analyst

Career Summary
Morgan Stanley Investment Management
BNP Paribas, S.A.

Education 
BS - University of Virginia

Meet Helen Brennan
Patrick Burleson

Patrick L. Burleson, CFA

Assistant Vice President, Senior Credit Analyst

Career Summary
Fort Washington Investment Advisors, Inc.

Education 
BBA - University of Cincinnati

Meet Patrick Burleson
Daniel Carter

Daniel J. Carter, CFA

Vice President, Senior Portfolio Manager

Career Summary
Ohio Casualty Group
Provident Financial Group

Education 
BS - Miami University

Meet Daniel Carter
Bernard Casey

Bernard M. Casey, CFA

Vice President, Portfolio Manager

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 Portfolio Manager, Senior Credit Analyst

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

Assistant Vice President, Senior Portfolio Manager, Head of Fixed Income Trading and Liquidity

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

Credit Analyst

Career Summary
BISYS Fund Services

Education 
BBA - Ohio University
MBA - Xavier University

Meet Richard Ellensohn
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
Matthew Jackson

Matthew J. Jackson, CFA

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

Career Summary
Star Bank
PNC Bank

Education 
BBA - University of Wisconsin-Madison

Meet Timothy Jossart
Douglas Kelsey

Douglas E. Kelsey, CFA

Vice President, Portfolio Manager

Career Summary
Lafayette Life Insurance Company
Firstmark Financial Corp. 
American Fletcher National Bank

Education 
BS - Miami University

Meet Douglas Kelsey
Austin Kummer

Austin R. Kummer, CFA

Assistant Vice President, Portfolio Manager

Career Summary
Fort Washington Investment Advisors, Inc.

Education 
BBA - Ohio University
MBA - Xavier University

Meet Austin Kummer
Timothy Manchak

Timothy R. Manchak, CFA

Senior Fixed Income Analyst

Career Summary
AXA Advisors

Education 
BS - Xavier University
MBA - Xavier University

Meet Timothy Manchak
Laura Mayfield

Laura L. Mayfield

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

Assistant Vice President, Senior Portfolio Manager

Career Summary
Integrity Companies

Education 
BS - University of Evansville

Meet Brent Miller
Breen Murphy

Breen T. Murphy, CFA

Assistant Vice President, Senior Credit Analyst

Career Summary
Calamos Investments
40|86 Advisors
KeyBanc Capital Markets

Education 
BSBA - Xavier University

Meet Breen Murphy
Donald Osborne

Donald J. Osborne

Assistant Vice President, Senior Credit Analyst

Career Summary
Invesco Advisers
JP Morgan Asset Management

Education 
BA - University of Louisville
MBA - Vanderbilt University 

Meet Donald Osborne
Brad Sikora

Bradley D. Sikora

Product Specialist

Career Summary
Mercer Investments
MB Real Estate
CH Robinson

Education 
BS - Miami University
MBA - Babson College

Meet Bradley Sikora
William Stengle

William A. Stengle

Fixed Income Analyst

Career Summary
Fort Washington Investment Advisors, Inc.

Education
BBA - University of Notre Dame

Meet William Stengle
Paul Tomich

Paul A. Tomich, CFA

Assistant Vice President, Senior Portfolio Manager

Career Summary
Fort Washington Investment Advisors, Inc.

Education 
BSBA - Xavier University

Meet Paul Tomich
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
Bojan Vidosevic

Bojan Vidosevic, CFA

Assistant Portfolio Manager, Credit Analyst

Career Summary
JP Morgan Chase

Education 
BS - Miami University

Meet Bojan Vidosevic
Jon Westerman

Jonathan P. Westerman, CFA, CPA

Portfolio Manager, Credit Analyst

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

Senior Fixed Income Analyst

Career Summary
Touchstone Investments
Grant Thornton, LLP

Education 
BA - Vanderbilt University
MBA - University of Cincinnati

Meet Brooks Wilhelm
Greggory Williams

P. Greggory Williams, CFA

Vice President, Portfolio Manager

Career Summary
Lafayette Life Insurance Company

Education
BS - University of Nebraska
MBA - University of Chicago

Meet Greggory Williams