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Sheldon Bloomfield
Senior RM Research Associate at Fort Washington Investment Advisors Inc. /oh/
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fort Washington Investment Advisors, Inc. | Senior RM Research Associate | Mar 2025 to Present | — |
| Fort Washington Investment Advisors, Inc. | Client Service and Reporting Analyst | Apr 2023 to Mar 2025 | — |
| Morgan Stanley | Wealth Management Operations Associate | Aug 2018 to Apr 2023 | — |
| Kevin Kurgis Law Offices | Office Assistant | Oct 2017 to Aug 2018 | — |
| The Ohio State University | Student Research Assistant | Jun 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)
| Name | Role | Location |
|---|---|---|
| Client Portfolio Manager | Cincinnati, OH , United States | |
| Portfolio Manager | Cincinnati, OH , United States | |
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| 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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