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Charlie Ulbricht
Portfolio Manager at Fort Washington Investment Advisors Inc. /oh/
About
Charlie Ulbricht is a Portfolio Manager at Fort Washington Investment Advisors, Inc., based in Cincinnati, Ohio. In his current role, he is responsible for designing and managing investment portfolios for institutional and high-net-worth clients, operating within one of the region’s largest investment advisory firms. His expertise includes strategic asset allocation, portfolio construction, and performance analysis across a range of public securities.
While specific sector or asset class coverage for Mr. Ulbricht is not detailed in publicly available sources, Fort Washington Investment Advisors manages diverse strategies including equities, fixed income, and alternative investments, and serves major institutional clients, including insurance companies and pension funds. It is likely his responsibilities align with these asset classes, given the firm's advisory scope.
Ulbricht holds a Bachelor’s degree in Economics from DePauw University and an MBA from Indiana University’s Kelley School of Business, providing a strong analytical foundation for sophisticated investment analysis and decision-making. His academic background supports his focus on institutional portfolio management and applied economic theory in capital markets[LinkedIn].
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fort Washington Investment Advisors, Inc. | Portfolio Manager | Unknown to Present | — |
Education
DePauw University
Bachelor's degree, Economics
Indiana University - Kelley School of Business
Master of Business Administration - MBA
Others at Fort Washington Investment Advisors Inc. /oh/ (38)
| Name | Role | Location |
|---|---|---|
| Client Portfolio Manager | Cincinnati, OH , United States | |
| Portfolio Manager | Cincinnati, OH , United States | |
B Brendan White | Senior Vice President and Co-Chief Investment Officer | Cincinnati, OH , United States |
| VP and Senior Portfolio Manager, Alternative Investments | Cincinnati, OH , United States | |
| Equity Research Analyst | Cincinnati, OH , United States | |
| VP and Portfolio Manager | Cincinnati, OH , United States | |
| Vice President and Senior Portfolio Manager | Cincinnati, OH , United States | |
| Portfolio Manager - Securitized Products | Union, KY , United States | |
I Irene Tsai | Vice President, Institutional Investment Strategist | Cincinnati, OH , United States |
| Senior Portfolio Manager | Terrace Park, OH , United States |
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