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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
Zulfi Ali

S. Zulfi Ali

Vice President, Senior Portfolio Manager

Career Summary
SGH Macro Advisors
IGI Funds Ltd
Prudential Financial

Education 
BA - Brown University
MBA - Oxford University

Meet Zulfi Ali
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 Ross School of Business

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

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
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

Credit Analyst

Career Summary
JP Morgan Chase

Education 
BS - Miami University

Meet Bojan Vidosevic
Jon Westerman

Jonathan P. Westerman, CFA, CPA

Credit and Equity Research 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

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