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Sheldon Bloomfield

Sheldon Bloomfield

Senior RM Research Associate at Fort Washington Investment Advisors Inc. /oh/

Cincinnati, OH , United States

About

Sheldon Bloomfield is a Senior RM Research Associate at Fort Washington Investment Advisors, Inc., based in Cincinnati, Ohio. In this role since March 2025, he contributes to the firm’s research and investment management processes, supporting portfolio teams in analyzing market trends and providing insights for institutional and private wealth clients. He plays a key part in client reporting and collaborates on investment strategy across multiple asset classes.

Bloomfield’s expertise spans sectors including equities, fixed income, and alternative investments, with a focus on institutional asset management and client solutions. Prior to his current assignment, he served as a Client Service and Reporting Analyst at Fort Washington, strengthening his analytical and operational skills, and previously held the position of Wealth Management Operations Associate at Morgan Stanley, where he gained substantial hands-on experience in operational support and investment administration.

He holds a Bachelor’s degree in Finance from The Ohio State University, demonstrating core competencies in financial analysis, portfolio management, and client service. Bloomfield’s professionalism and sector specialization have contributed to the firm’s ability to deliver tailored investment strategies and robust reporting for a diverse client base.

Career History

OrganizationRoleDate RangeDetails
Fort Washington Investment Advisors, Inc.Senior RM Research AssociateMar 2025 to Present
Fort Washington Investment Advisors, Inc.Client Service and Reporting AnalystApr 2023 to Mar 2025
Morgan StanleyWealth Management Operations AssociateAug 2018 to Apr 2023
Kevin Kurgis Law OfficesOffice AssistantOct 2017 to Aug 2018
The Ohio State UniversityStudent Research AssistantJun 2015 to Aug 2016

Education

The Ohio State University

Bachelor's degree, Finance, General

2013 2017

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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