Charlie Ulbricht
Portfolio Manager-Equities at Fort Washington Investment Advisors, Inc.
Network origin in Charlie Ulbricht first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Indiana University
241
| College/University | Other Consumer Services | 241 |
Fort Washington Investment Advisors, Inc.
 Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).
90
| Subsidiary | Investment Managers | 90 |
DePauw University
19
| College/University | Other Consumer Services | 19 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Charlie Ulbricht via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Analyst-Fixed Income Corporate Officer/Principal | |
Eagle Asset Management, Inc.
 Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Osborn Williams & Donohoe LLC
 Osborn Williams & Donohoe LLC Investment ManagersFinance Osborn, Williams & Donohoe LLC (OWD) is a wealth management firm headquartered in Cincinnati, Ohio. The firm is a subsidiary of HighTower Advisors LLC, ultimately owned by Hightower Holding LLC. The firm was founded in 1901. OWD provides investment advice to a diverse group of investors. Their clients include entrepreneurs, successful businessmen and women, medical professionals, as well as other high-net worth individuals and their families. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
NLG Capital, Inc.
 NLG Capital, Inc. Investment ManagersFinance NLG Capital, Inc. is a registered investment advisor headquartered in Birmingham, Alabama. It was founded in 1968 and formerly known as Sentinel Asset Management, Inc. They became NLG Capital, Inc. in 2022. The firm is wholly-owned by NLV Financial Corp., which is a wholly-owned subsidiary of National Life Holding Co. NLG Capital offers discretionary investment advisory services to various types of institutional clients, focusing on fixed income investments. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| UNITED STATES STEEL CORPORATION | Steel | Corporate Officer/Principal | |
| University of Notre Dame | College/University | Masters Business Admin Undergraduate Degree | |
| University of Virginia | College/University | Masters Business Admin Masters Business Admin | |
| MALAYAN BANKING | Regional Banks | Director/Board Member | |
40/86 Advisors, Inc.
 40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Investment Managers | Chief Investment Officer Analyst-Fixed Income | |
| FARLIM GROUP (MALAYSIA) BHD. | Real Estate Development | Corporate Officer/Principal | |
Wembley Industries Holdings Bhd.
 Wembley Industries Holdings Bhd. Financial ConglomeratesFinance Wembley Industries Holdings Bhd. is an investment holding Malaysian company. The private company's main function is to hold investments in other companies. | Financial Conglomerates | Corporate Officer/Principal | |
| George Washington University | College/University | Masters Business Admin Graduate Degree | |
Krieg DeVault LLP
 Krieg DeVault LLP Miscellaneous Commercial ServicesCommercial Services Krieg DeVault LLP is engages in the provision of legal services. The firm focuses on employee benefits and employee stock ownership, health care, banking, litigation, corporate, and intellectual property. It serves the technology manufacturing, aerospace, alternative energy and clean technology, construction, education and school law, financial institutions, gaming, healthcare, life sciences, medical devices, and nanotechnology industries. The company was founded in 1870 and is headquartered in Indianapolis, IN. | Miscellaneous Commercial Services | Private Equity Investor Corporate Officer/Principal | |
Ice Miller LLP
 Ice Miller LLP Miscellaneous Commercial ServicesCommercial Services Ice Miller LLP provides legal services. Its areas of practice include agribusiness, business services, intellectual property, bankruptcy, lobbying, labor, employment and immigration, litigation, employee benefits, environment, tax, trusts and estates, government investigations, energy and utilities, real estate, municipal finance, and government law. The company was founded by Frederick Matson in 1910 and is headquartered in Indianapolis, IN. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Western & Southern Financial Group, Inc.
 Western & Southern Financial Group, Inc. Investment ManagersFinance Western & Southern Financial Group, Inc. provides life insurance, financial investment and real estate investment management services. The company was founded in 1888 and is headquartered in Cincinnati, OH. | Investment Managers | Corporate Officer/Principal Chief Investment Officer Corporate Officer/Principal Corporate Officer/Principal | |
| Xavier University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Director/Board Member Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| DePaul University | College/University | Masters Business Admin Graduate Degree | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
The Ohio University
 The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Purdue University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Cincinnati (Ohio) | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of Kentucky | College/University | Undergraduate Degree Undergraduate Degree | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Masters Business Admin Undergraduate Degree | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
USS-UPI LLC
 USS-UPI LLC SteelNon-Energy Minerals USS-UPI LLC owns and operates steel finishing facilities. Its products Include hot rolled pickled and oiled, cold rolled annealed, tinplate. The firm markets construction, containers, service center, pipe, tube and conduit. The company was founded in 1986 and is headquartered in Pittsburg, CA. | Steel | Corporate Officer/Principal | |
Idris Hydraulic Properties Sdn Bhd
 Idris Hydraulic Properties Sdn Bhd Financial ConglomeratesFinance Part of Idaman Unggul Bhd., Idris Hydraulic Properties Sdn Bhd is an investment holding Malaysian company. The company is based in Kuala Lumpur, Malaysia. | Financial Conglomerates | Chief Executive Officer | |
Indiana State Bar Association
 Indiana State Bar Association Miscellaneous Commercial ServicesCommercial Services Indiana State Bar Association provides legal services. It serves and advocates on behalf of its members (lawyers, judges, paralegals, law librarians, law students and legal & court administrators), clients and the public as the independent voice of the legal profession. The company was founded on June 23, 1896 and is headquartered in Indianapolis, IN. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Girl Scouts-Trillium Council | Director/Board Member | ||
The Frick Art & Historical Center, Inc.
 The Frick Art & Historical Center, Inc. Other Consumer ServicesConsumer Services The Frick Art & Historical Center, Inc. is a cultural institution located in Pittsburgh, PA. The Frick Pittsburgh museums and gardens showcase world-class art exhibitions and rich local history. The non-profit company offers visitors the opportunity to experience the refinement and culture of the Gilded Age through art, history, and nature. The company has a talented team of employees who draw inspiration from the Frick's offerings. | Other Consumer Services | Director/Board Member | |
| Mitraland Properties Sdn. Bhd. | Chairman | ||
| Merdeka Heritage Trust | Director/Board Member | ||
Etiqa International Holdings Sdn. Bhd.
 Etiqa International Holdings Sdn. Bhd. Financial ConglomeratesFinance Etiqa International Holdings Sdn. Bhd. is an investment holding company. Through its subsidiaries, it provides life and general insurance services. The company was founded in 2005 and is headquartered in Kuala Lumpur, Malaysia. | Financial Conglomerates | Director/Board Member | |
| Battersea Project Holding Co. Ltd. | Chairman | ||
| Kelley School of Business | College/University | Corporate Officer/Principal Masters Business Admin | |
Pelaburan Hartanah Nasional Bhd.
 Pelaburan Hartanah Nasional Bhd. Investment Trusts/Mutual FundsMiscellaneous Pelaburan Hartanah Nasional Bhd. The company is based in Kuala Lumpur, Malaysia. provides management and property trust fund. The Malaysian company is ultimately controlled by the Government of Malaysia. Hafidz Atrash Kosai bin Mohammad Zihim has been the CEO of the company since 2010. | Investment Trusts/Mutual Funds | Director/Board Member | |
| Williams College of Business | College/University | Director/Board Member Masters Business Admin | |
| JDRF Western Pennsylvania Chapter | Director/Board Member | ||
| Dantech Pgk Sdn. Bhd. | Sales & Marketing | ||
| Real Estate & Housing Developers Association | Corporate Officer/Principal | ||
Battersea Project Land Co. Ltd.
 Battersea Project Land Co. Ltd. Real Estate DevelopmentFinance Battersea Project Land Co. Ltd. provides real estate services. The private company is based in London, UK. | Real Estate Development | Director/Board Member |
Statistics
International
| United States | 39 |
| Malaysia | 11 |
| United Kingdom | 3 |
Sectoral
| Finance | 20 |
| Consumer Services | 17 |
| Commercial Services | 5 |
| Non-Energy Minerals | 3 |
| Energy Minerals | 2 |
Operational
| Corporate Officer/Principal | 158 |
| Director/Board Member | 111 |
| Undergraduate Degree | 98 |
| Masters Business Admin | 47 |
| Chairman | 28 |
Most connected contacts
| Insiders | |
|---|---|
| Johan bin Ariffin | 33 |
| R. Neff | 28 |
| Maribeth Rahe | 25 |
| Michael Curless | 14 |
| Scott Morrison | 14 |
| Edward Lang | 14 |
| Ali Reza Jafari | 14 |
| Cregg Baumbaugh | 12 |
| Robert Chapek | 11 |
| Christopher Richardson | 11 |
| John Thaddeus Wlodek | 9 |
| Jerry Burgdoerfer | 9 |
| Douglas Winter | 9 |
| Richard J. Thrapp | 9 |
| Nancy Johnson Jones | 9 |
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