Charlie Ulbricht
Portfolio Manager-Equities at Fort Washington Investment Advisors, Inc.
Profile
Mr. Charles A.
Ulbricht, CFA MBA, is a Vice President & Senior Portfolio Manager at Fort Washington Investment Advisors, Inc. He joined Fort Washington Private Client Group in 1995.
He has been managing investment portfolios for over 27 years.
Prior to joining Fort Washington, Mr. Ulbricht was the Vice President of Research at Cowgill-Haberer, a Cincinnati-based investment advisory firm.
Mr. Ulbricht received his BA in Economics from DePauw University and an MBA in Finance from Indiana University, and is a CFA charter holder.
Charlie Ulbricht active positions
| Companies | Position | Start |
|---|---|---|
Fort Washington Investment Advisors, Inc.
 Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a 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) since 2017. | Portfolio Manager-Equities | 01/05/1995 |
Training of Charlie Ulbricht
| Indiana University | Masters Business Admin |
| DePauw University | Undergraduate Degree |
Experiences
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Linked companies
| Private companies | 1 |
|---|---|
Fort Washington Investment Advisors, Inc.
Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a 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) since 2017. | Finance |
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