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Charlie Ulbricht

Portfolio Manager at Fort Washington Investment Advisors Inc. /oh/

Cincinnati, OH , United States

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

OrganizationRoleDate RangeDetails
Fort Washington Investment Advisors, Inc.Portfolio ManagerUnknown 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)

NameRoleLocation
Blake Stanislaw
Blake Stanislaw
Client Portfolio ManagerCincinnati, OH , United States
Bojan Vidosevic
Bojan Vidosevic
Portfolio ManagerCincinnati, OH , United States
B
Brendan White
Senior Vice President and Co-Chief Investment OfficerCincinnati, OH , United States
Dan Gibson
Dan Gibson
VP and Senior Portfolio Manager, Alternative InvestmentsCincinnati, OH , United States
Daniel Holland
Daniel Holland
Equity Research AnalystCincinnati, OH , United States
Dave Wingard
Dave Wingard
VP and Portfolio ManagerCincinnati, OH , United States
David McColl
David McColl
Vice President and Senior Portfolio ManagerCincinnati, OH , United States
Dimitar Kamacharov
Dimitar Kamacharov
Portfolio Manager - Securitized ProductsUnion, KY , United States
I
Irene Tsai
Vice President, Institutional Investment StrategistCincinnati, OH , United States
Jamie Wilhelm
Jamie Wilhelm
Senior Portfolio ManagerTerrace Park, OH , United States
Showing 1-10 of 38 team members

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