Consistency of Approach. Tenured and Cohesive Teams. Transparency and Partnership.

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Institutions & Consultants

Institutions & Consultants

Working with a broad range of taxable and nontaxable institutional investors and their consultants, we partner with what we consider to be some of the finest institutions both domestically and internationally. Our parent company, Western & Southern Financial Group, is an anchor investor in all of our strategies, affording us a stable base of investment capital that fosters our long-term perspective and an alignment of interests with our clients.

IMPORTANT DISCLOSURES

This has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy, or investment product. Opinions expressed in this commentary reflect subjective judgments of the author based on the current market conditions at the time of writing and are subject to change without notice. Information and statistics contained herein have been obtained from sources believed to be reliable but are not guaranteed to be accurate or complete.

Institutional Clients

We work with defined benefit plans in many segments of the industry, advise endowments and foundations, sub-advise mutual funds, manage funds in defined contribution plans, and have extensive expertise in insurance asset management. A key pillar is a fully resourced and dedicated Relationship Management and Operations team, members of whom have considerable experience with the types of clients we serve.

Defined Contribution Plans

Through strategies that complement individual investors' portfolios and a client service team that understands the information needs of plan sponsors, we provide solutions to the defined contribution investment only (“DCIO”) market.

Pension Plans

Meeting investment objectives within client guidelines, understanding the needs of both public and corporate plans, and maintaining outstanding client service is our focus.

Sub-Advisory

In a very competitive marketplace, we offer specialized knowledge and exposure to our best investment ideas, combined with the targeted client support necessary to succeed.

Taft-Hartley

We understand the particular governance challenges of Taft-Hartley plans and have many years of experience providing retirement solutions for union members and their families across the United States in a variety of industries.

Meet Our Business Development & Consultant Relations Team

Working with a diverse set of clients—including insurance companies, endowments, foundations, religious orders, not-for-profits, public employee retirement systems, Taft-Hartley entities, and corporations operating in numerous industries—our business development team takes a holistic approach to understanding our clients' objectives. We strive to build long-term, collaborative relationships.

Our consultant relations team is dedicated to serving consultants and comprised of experienced professionals responsible for supporting and solving for the complex needs of institutional clients. Fort Washington’s broad range of investment capabilities allows us to deliver timely and consistent insight to consultants throughout the market cycle. We believe that establishing strong connections among consultants, our consultant relations team, our investment teams, and our mutual clients is key to help inform solutions and achieve desirable outcomes.

John F. O'Connor

Managing Director & Head of Business Development

Career Summary
DDJ Capital Management
Morgan Stanley Investment Management
Pioneer Investments
MFS Investment Management

Education
BA - Denison University

Meet Jack O'Connor

Krista L. Rivers

Vice President, Consultant Relations Lead

Career Summary
RMB Capital Management
Ariel Investments, LLC

Education

BA - Ohio University

Meet Krista Rivers

Morton L. Fearey II

Vice President, Business Development

Career Summary
Harvest Volatility Management
Westfield Capital Management
Santander Global Advisors
PanAgora Asset Management

Education
BA - Bates College

Meet Mort Fearey

Barry D. Pavlo, CFA, CAIA

Vice President, Business Development

Career Summary
Ernst & Young
Allegiant Asset Management
National City Corporation

Education
BS - West Virginia University
MBA - University of Dayton

Meet Barry Pavlo

Jeff L. Pettiford

Vice President, Business Development

Career Summary
Window Rock Capital Partners
William Blair & Company
PNC Capital Advisors/Allegiant Asset Management
Bank of New York/Instinet

Education
BA - North Central College

Meet Jeff Pettiford

Meet Our Institutional Client Service Team

Fort Washington is committed to outstanding client service. We believe to earn your trust we must be transparent and aligned with your goals. For this reason, our parent company is an anchor investor in every investment strategy that we manage. Therefore, your risks are our risks.

Joe Don Cole

Vice President, Relationship Management

Career Summary
Fidelity Investments
U.S. Senate

Education
BA - Harvard University
MBA - Xavier University

Meet Joe Don Cole

Michael E. Rudnicki

Vice President, Senior Relationship Manager

Career Summary
JP Morgan Asset Management
Fidelity Investments
Sara Lee Corporation
Hewitt Associates
State of Florida Department of Insurance and Treasury

Education
BA - Florida State University
MBA - DePaul University

Meet Michael Rudnicki

Kate Webster

Vice President, Senior Relationship Manager

Career Summary
JP Morgan Asset Management

Education
BS - Northern Kentucky University
MBA - Northern Kentucky University

MEET KATE WEBSTER

Misty R. Knoll

Relationship Manager

Career Summary
Fifth Third Securities

Education
BBA - Morehead State University

Meet Misty Knoll

Investment Approach

We apply a long-term, collaborative approach to managing capital across a wide array of asset classes in single and multi-sector portfolio strategies. We apply fundamentally diligent processes that are repeatable and value driven.

Explore Our Investment Strategies