James E. Wilhelm, Jr.

Managing Director, Senior Portfolio Manager 

Jamie Wilhelm is located in Cincinnati, Ohio, and his areas of focus are:

• Dividend Equity Strategy
• Focused Equity Strategy
• Large Cap Focused Strategy

Career

Jamie Wilhelm is Managing Director and Senior Portfolio Manager of the Focused Equity and Large Cap Focused Equity investment strategies and is responsible for the investment process and portfolio construction. He is also Co-Portfolio Manager for the firm’s Dividend Equity strategy.

Wilhelm joined the firm in 2002. Prior to joining Fort Washington, he served as a Portfolio Analyst for Riggs Investment Management and First Union Securities.

Education

Wilhelm earned a BS in Business Administration from Wingate University and an MBA in Finance from Johns Hopkins University.