Team

Our Market Opportunities Team performs a weekly review of the economy and the investment environment to identify near-term trends and investment opportunities. We assess the economy, interest rates, monetary and fiscal policy, and valuation indicators to develop a positive or negative view on various sectors of the investment landscape. Team members include:

  • Nicholas P. Sargen, Chief Investment Officer
  • William G. Creviston, Sr. Portfolio Manager
  • Thomas L. Finn, CFA, Sr. Portfolio Manager
  • James A. Markley, Jr., Managing Director
  • Jeremy R. Moore, Sr. Portfolio Manager
  • William T. Sena, Jr., CFA, Sr. Portfolio Manager
  • William T. Sena, Managing Director
  • Charles A. Ulbricht, CFA, Sr. Portfolio Manager

Our Active Equity Team implements our proprietary equity strategy which is typically a component in many of our clients’ portfolios. Active equity investing is core to our philosophy, and we pull from a number of internally managed strategies - both growth and value oriented as well as large cap and small cap. This enables an informed view on all aspects of the active equity portfolios we construct.

  • Nicholas P. Sargen, Chief Investment Officer
  • William G. Creviston, Sr. Portfolio Manager
  • Thomas L. Finn, CFA, Sr. Portfolio Manager
  • James A. Markley, Jr., Managing Director
  • Jeremy R. Moore, Sr. Portfolio Manager
  • William T. Sena, Jr., CFA, Sr. Portfolio Manager
  • William T. Sena, Managing Director
  • Charles A. Ulbricht, CFA, Sr. Portfolio Manager

Our Fixed Income Allocation Team is led by and comprised of members mostly from Fort Washington's institutional fixed income strategy teams who work closely with this team to manage the fixed income portion of our clients' portfolio. We believe this is a great advantage to our clients. This Team consists of over 15 broad-market and specialty fixed income professionals who actively assess interest rate risk, duration, credit quality, and yield curve positioning in a variety of fixed income strategies. Learn more about our institutional fixed income professionals.

© 2012 Fort Washington Investment Advisors, Inc.

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