Jonathan P. Westerman, CFA, CPA

Credit and Equity Research Analyst

Location
Cincinnati, OH

Areas of Focus
Active Corporate Fixed Income Strategy
High Yield Fixed Income Strategy
Midstream Energy/MLP Strategy

Career

Jon Westerman is a member of the Fort Washington Global Credit and Midstream Energy/MLP investment teams. Westerman has fundamental research and portfolio management responsibilities for the firm’s investment grade credit investments in the Midstream Energy and Utility sectors as well as equity investments in the firm’s Midstream Energy/MLP strategy.

Westerman joined the firm in 2012, initially serving as an analyst supporting the portfolio management team responsible for all of the firm’s diversified fixed income and institutional balanced portfolios. In this role, he developed and maintained quantitative models to analyze, recommend, and monitor allocations to asset classes and sectors across multiple portfolios and strategies. He also modeled and executed portfolio duration trades (US Treasuries and interest rate derivatives) to shift or maintain interest rate exposure objectives across multiple fixed income portfolios.

Prior to joining Fort Washington, Westerman served in various roles within Fort Washington’s parent company, Western & Southern Financial Group, most recently as member of a four person team responsible for conducting due diligence and recommending investments in private credit and hedge funds for Western & Southern.

Westerman began his career as an Associate in the Risk Assurance practice of PricewaterhouseCoopers LLP where he was responsible for planning and executing risk advisory and audit services for public and private clients across multiple industries, including Energy and Utilities.

Education & Designations

Westerman received a BS in Accounting and Decision Science & Information Systems (magna cum laude) from the University of Kentucky and an MBA, Finance from Xavier University. He is a Certified Public Accountant (CPA) and a CFA charterholder.