Jon Westerman

Director of Research - Equity at

Fort Washington Investment Advisors, Inc.

Finance

Consumer Services

Commercial Services

Profile

Mr. Jonathan P.
Westerman, CFA MBA, is an Assistant Vice President, Portfolio Manager & Head of Investment Grade Research at Fort Washington Investment Advisors, Inc. He is a Portfolio Manager of Investment Grade Credit for both total return and asset-liability management investment strategies.
He also maintains fundamental credit research responsibilities for all of the firm’s Energy Infrastructure (Midstream Energy / Pipelines, Utility, & Power sectors), Investment Grade, and High Yield credit investments.
He joined the firm in 2012 and has served in various capacities on the fixed income team including credit research, portfolio management, quantitative modeling and analysis, and trading.
Prior to joining Fort Washington, Mr. Westerman served in various roles within Fort Washington’s parent company, Western & Southern Financial Group, since 2006.
He began his career as an Associate in the Audit & Risk Assurance practice of PricewaterhouseCoopers LLP (PwC) where he was responsible for planning and executing audit and risk advisory services for both public and private clients across multiple industries, including Energy and Utilities.
He received a BS in Accounting and Decision Science & Information Systems (magna cum laude) from the University of Kentucky and an MBA, Finance from Xavier University.
He is a Certified Public Accountant (CPA) and a CFA charterholder.

Jon Westerman active positions

Companies	Position	Start
Fort Washington Investment Advisors, Inc. Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington applies well-defined investment values across the diverse lineup of strategies that they offer covering asset classes and solutions within both public and private equity, cash and short duration fixed income, investment grade fixed income, asset-liability management, leveraged credit, multi-sector fixed income, private placements, private debt, midstream energy, securitized credit, and others.	Director of Research - Equity	2020-09-30

All active positions of Jon Westerman

Former positions of Jon Westerman

Companies	Position	End
Western & Southern Financial Group, Inc. Western & Southern Financial Group, Inc. Investment ManagersFinance Provides retirement planning, investment advisory and life insurance services	Corporate Officer/Principal	2011-12-30
PricewaterhouseCoopers LLP PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services	Corporate Officer/Principal	-

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Linked companies

Private companies	5
Fort Washington Investment Advisors, Inc. Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington applies well-defined investment values across the diverse lineup of strategies that they offer covering asset classes and solutions within both public and private equity, cash and short duration fixed income, investment grade fixed income, asset-liability management, leveraged credit, multi-sector fixed income, private placements, private debt, midstream energy, securitized credit, and others.	Finance
PricewaterhouseCoopers LLP PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services	Commercial Services
Western & Southern Financial Group, Inc. Western & Southern Financial Group, Inc. Investment ManagersFinance Provides retirement planning, investment advisory and life insurance services	Finance
Xavier University Xavier University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Kentucky University of Kentucky Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services