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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
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.
Jon Westerman Cfa Cpa
Work Experience
VP, Portfolio Manager & Head of Investment Grade Credit Research at
Fort Washington Investment Advisors, Inc.
August 2019 - Present
Sr. Credit Analyst and Sector PM - Investment Grade and Leveraged Credit at
Fort Washington Investment Advisors, Inc.
September 2014 - Present
Fort Washington Investment Advisors, Inc. - Institutional Fixed Income at
Western & Southern Financial Group
June 2012 - Present
Analyst, Fixed Income Portfolio Management at
Fort Washington Investment Advisors, Inc.
June 2012 - September 2014
Internal Audit / Special Projects at
Western & Southern Financial Group
November 2006 - June 2012
Associate, Audit & Risk Assurance Services at
PwC
August 2005 - November 2006
Graduate Assistant - Department of Accountancy at
Xavier University Williams College Of Business
August 2004 - August 2005
Jon Westerman Cfa Cpa
Education
Xavier University, Mba
January 2004 - January 2005
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
*************@westernsouthern.com
*************@fortwashington.com
Colleagues
Managing Director, Senior Portfolio Manager
Vice President/Senior Portfolio Manager
Managing Director, Private Equity
Vice President and Senior Portfolio Manager
Vice President, Consultant Relations Lead
Vice President, Consultant Relations Lead
Vice President, Senior Relationship Manager
Board Member
VP & Senior Portfolio Manager
VP, Senior Equity Research Manager