Jamie Wilhelm
Senior Portfolio Manager at Fort Washington Investment Advisors Inc. /oh/
About
Jamie Wilhelm is Managing Director and Senior Portfolio Manager at Fort Washington Investment Advisors, Inc., where he leads the Focused Equity and Large Cap Focused Equity investment strategies. In this role, he is responsible for the investment process, portfolio construction, and research oversight, with specific coverage of the consumer staples and consumer discretionary sectors.
With over two decades at Fort Washington, Wilhelm has played a key role in managing institutional portfolios and mutual fund strategies, including acting as portfolio manager for funds such as the Touchstone Focused Fund since 2012. Prior to joining Fort Washington in 2002, he held positions as a Research Analyst with Riggs Investment Management, First Union Securities, Evergreen Funds, and served as a Financial Consultant at Salomon Smith Barney.
Wilhelm earned his MBA in Finance from The Johns Hopkins University - Carey Business School and a BBA from Wingate University, underpinning his expertise in equity research and portfolio management. Renowned for his analytical rigor and sector specialization, he is recognized for his leadership in U.S. large cap equity strategies and his deep knowledge of consumer-oriented industries.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fort Washington Investment Advisors, Inc. | Senior Portfolio Manager | Jan 2003 to Present | — |
Education
The Johns Hopkins University - Carey Business School
Master of Business Administration - MBA
2001 — 2003
Wingate University
Bachelor of Business Administration - BBA
Skills & Expertise
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 | Albany, NY , United States |
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