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Jon Westerman Cfa Cpa

Jon Westerman Cfa Cpa

VP, Portfolio Manager & Head of Investment Grade Credit Research | Fort Washington Investment Advisors, Inc.

Cincinnati, Ohio, United States

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Jon Westerman Cfa Cpa

Summary

Jon Westerman is a seasoned finance professional with extensive experience in investment management, particularly in the realm of investment grade credit research. Currently serving as the Vice President and Portfolio Manager at Fort Washington Investment Advisors, he leads a team focused on insurance product asset-liability management and total return fixed income strategies. Jon's career spans over a decade in various roles, showcasing his expertise in credit analysis and portfolio management. He holds an MBA in Finance from Xavier University and a double major in Accounting and Decision Science from the University of Kentucky. His analytical skills are complemented by a strong foundation in financial modeling and risk management. Jon is known for his commitment to delivering high-quality investment solutions and is an advocate for continuous professional development in finance. Outside of work, he is passionate about mentoring and sharing knowledge with the next generation of finance professionals.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Jon Westerman Cfa Cpa

Work Experience

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VP, Portfolio Manager & Head of Investment Grade Credit Research at

Fort Washington Investment Advisors, Inc.

August 2019 - Present

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Sr. Credit Analyst and Sector PM - Investment Grade and Leveraged Credit at

Fort Washington Investment Advisors, Inc.

September 2014 - Present

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Fort Washington Investment Advisors, Inc. - Institutional Fixed Income at

Western & Southern Financial Group

June 2012 - Present

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Analyst, Fixed Income Portfolio Management at

Fort Washington Investment Advisors, Inc.

June 2012 - September 2014

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Internal Audit / Special Projects at

Western & Southern Financial Group

November 2006 - June 2012

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Associate, Audit & Risk Assurance Services at

PwC

August 2005 - November 2006

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Graduate Assistant - Department of Accountancy at

Xavier University Williams College Of Business

August 2004 - August 2005

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Jon Westerman Cfa Cpa

Education

Xavier University, Mba

January 2004 - January 2005

University of Kentucky, Bs

January 2000 - January 2004

Covington Catholic High school, High School

January 1996 - January 2000

Frequently Asked Questions about Jon Westerman Cfa Cpa

What is Jon Westerman Cfa Cpa email address?

Jon Westerman Cfa Cpa's primary email address is *************@westernsouthern.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jon Westerman Cfa Cpa work for?

Jon Westerman Cfa Cpa is a VP, Portfolio Manager & Head of Investment Grade Credit Research at Fort Washington Investment Advisors, Inc., a company specializing in Security brokers & dealers.

Where Jon Westerman Cfa Cpa graduated from?

Jon Westerman Cfa Cpa holds a degree in Finance from Xavier University.

How can I directly contact Jon Westerman Cfa Cpa?

To contact Jon Westerman Cfa Cpa directly, you can use the email address *************@westernsouthern.com. Complete contact information is available upon registration with Muraena.

Who is Jon Westerman Cfa Cpa?

Jon Westerman is a seasoned finance professional with extensive experience in investment management, particularly in the realm of investment grade credit research. Currently serving as the Vice President and Portfolio Manager at Fort Washington Investment Advisors, he leads a team focused on insurance product asset-liability management and total return fixed income strategies. Jon's career spans over a decade in various roles, showcasing his expertise in credit analysis and portfolio management. He holds an MBA in Finance from Xavier University and a double major in Accounting and Decision Science from the University of Kentucky. His analytical skills are complemented by a strong foundation in financial modeling and risk management. Jon is known for his commitment to delivering high-quality investment solutions and is an advocate for continuous professional development in finance. Outside of work, he is passionate about mentoring and sharing knowledge with the next generation of finance professionals.

Jon`s contact details

mail

*************@westernsouthern.com

*************@fortwashington.com

Colleagues

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Thomas Finn

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Krista Rivers

Vice President, Consultant Relations Lead

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Krista Rivers

Vice President, Consultant Relations Lead

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Mike Rudnicki

Vice President, Senior Relationship Manager

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Michele Hawkins

Board Member

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Neal Davis

VP & Senior Portfolio Manager

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Srikanth Gullapalli Cfa

VP, Senior Equity Research Manager

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