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 has research sector coverage for consumer staples and consumer discretionary.

Wilhelm joined the firm in 2002. Prior to joining Fort Washington he served as a Research Analyst for Riggs Investment Management, First Union Securities, Evergreen Funds and a Financial Consultant for Salomon Smith Barney.

Education

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