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Fixed Income Team

Fixed Income Team

Learn More About Our Fixed Income Strategies

Investment Professionals, Portfolio Managers & Credit Analysts

Garrick T. Bauer, CFA

Managing Director, Portfolio Manager and Head of Credit

Career Summary
Wellington Management Company
Summit Investment Partners
PricewaterhouseCoopers

Education
BS - Miami University
MBA - University of Virginia

Meet Garrick Bauer

Daniel J. Carter, CFA

Managing Director, Senior Portfolio Manager

Career Summary
Ohio Casualty Group
Provident Financial Group

Education
BS - Miami University

Meet Daniel Carter

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 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

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

Lennox C. Brooks

Portfolio Analyst

Career Summary
Battelle Memorial Institute

Education
BSBA - The Ohio State University

Meet Lennox Brooks

Patrick L. Burleson, CFA

Assistant Vice President, Assistant Portfolio Manager and Senior Credit Analyst

Career Summary
Fort Washington Investment Advisors, Inc.

Education
BBA - University of Cincinnati

Meet Patrick Burleson

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 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 M. Devine

Vice President, Senior Trader & Senior Portfolio Manager

Career Summary
Western & Southern Financial Group
Merrill Lynch

Education
BBA - Ohio University
MBA - Northern Kentucky University

Meet Jay Devine

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 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

Steven F. Garrett, CFA

Credit Analyst

Career Summary
Ameritas Investment Partners

Education
BS - Wright State University

Meet Steven Garrett

Satya Ghanta

Credit Analyst

Career Summary
KeyBanc Capital Markets
Vertiv, Inc.

Education
BBA - University of Cincinnati

Satya Ghanta

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 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

Portfolio Analyst - Multi-Asset

Career Summary
Fort Washington Investment Advisors, Inc.

Education
BBA - University of Cincinnati
MS - University of Cincinnati

Meet Jack Harsh

Matthew J. Jackson, CFA

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

Career Summary
Fort Washington Investment Advisors, Inc.

Education
BSBA - Xavier University

Meet Matthew Jackson

Timothy J. Jossart, CFA

Vice President, Portfolio Manager and Head of Leveraged Credit Research

Career Summary
Star Bank
PNC Bank

Education
BBA - University of Wisconsin-Madison

Meet Timothy Jossart

Dimitar T. Kamacharov, CFA

Assistant Portfolio Manager, Structured Products

Career Summary
Ameritas
PNC Bank

Education
BBA - University of Kentucky

MEET DIMITAR KAMACHAROV

Austin R. Kummer, CFA

Vice President, Senior Portfolio Manager

Career Summary
Fort Washington Investment Advisors, Inc.

Education
BBA - Ohio University
MBA - Xavier University

Meet Austin Kummer

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 A. Miller, CFA

Vice President, Senior Portfolio Manager Structured Products

Career Summary
Integrity Companies

Education
BS - University of Evansville

Meet Brent Miller

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 M. Nunes, CFA, CPA, CA(SA)

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

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 Structured 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

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

Senior Portfolio Analyst

Career Summary
Fort Washington Investment Advisors, Inc.

Education
BS - Miami University

Meet Beth Turner

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, CFA

Assistant Vice President, Portfolio Manager and Senior Credit Analyst

Career Summary
JP Morgan Chase

Education
BS - Miami University
MBA - University of Chicago

Meet Bojan Vidosevic

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

Jonathan P. Westerman, CFA, CPA

Vice President, Portfolio Manager and 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 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 Wittich

Assistant Portfolio Manager, Short Duration Trader

Career Summary
Gradison-McDonald & Co.

Leshner Financial Services

Education
BSBA - Xavier University

Meet Kevin Wittich

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