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Timothy Morse
Private Equity Research Analyst at Fort Washington Investment Advisors Inc. /oh/
About
Timothy Morse is a Private Equity Research Analyst at Fort Washington Investment Advisors, Inc. in Cincinnati, OH, where he has served since August 2022. In this role, he is responsible for performance reporting, updating consultant databases, and supporting requests for proposals (RFPs) and quarterly reporting, providing crucial insight for the firm's private equity decision-making and investment evaluation processes.
He focuses on the private equity asset class, contributing to research, analytics, and operational support within Fort Washington’s private equity platform. While specific industry sectors covered are not public, his responsibilities primarily involve broad sector performance analysis and support across a diversified private equity portfolio, rather than direct investment origination or sector-specific underwriting.
Prior to joining Fort Washington, Morse worked as a Middle Office Analyst at Fifth Third Bank and as a Fund Accountant at Ultimus Fund Solutions, where he developed expertise in investment operations and fund administration. He holds a degree from Xavier University, positioning him with a strong academic foundation for advanced research and analytics in private equity investment management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fort Washington Investment Advisors, Inc. | Private Equity Research Analyst | Aug 2022 to Present | — |
| Fifth Third Bank | Middle Office Analyst | Jul 2019 to Aug 2022 | Responsible for ensuring derivative lifecycle events are correctly and consistently performed
Reconcile accurate derivative fixes and cash positions to mitigate risk
Collaborate with IT, manager and p... |
| Ultimus Fund Solutions | Fund Accountant | Sep 2018 to Jul 2019 | — |
| American Modern Insurance Group | Product Intern | Oct 2017 to May 2018 | Research and understand insurance products and laws
Facilitate loss analysis, forms and rate development, and competitor analysis
Supports and development of our product initiatives and develops marke... |
| Xavier University | Peer Mentor | Aug 2017 to May 2018 | Mentor, advise, and advocate for both first year and transfer students
Equip my mentees with the knowledge and skills to thrive at Xavier University by meeting with them throughout the year |
| Xavier University | Tutor | May 2017 to May 2018 | Tutor undergrad and MBA students in statistics, finance, accounting, and information systems |
| Xavier University | Admissions Committee | May 2017 to May 2018 | Meets with faculty and staff from Xavier
Reviews and revises the criteria Xavier uses in its admissions process |
| Delta Sigma Pi Theta Lambda | Vice President of Engagement | Sep 2015 to May 2018 | Run Social Media Accounts
Markets the Fraternity
Facilitates involvement between the fraternity and other clubs on campus |
| D'Artagnan Capital Fund | Financial and Real Estate Sector Manager and Chief Economist | Jan 2017 to Dec 2017 | Manage $2.9 million of the University Endowment in a Large Cap Equity Portfolio.
Manages a team of 4 analysts that value companies in the Financials and Real Estate sectors of a student-run investment... |
| Economics Association | President | Aug 2015 to Oct 2017 | Organized and planned different events for the Economics Association.
Led meetings.
Filled out financial documents.
Wrote Constitution. |
| Macy's | Fraud Analyst | Jun 2017 to Aug 2017 | Researches and investigates suspicious activity to determine and take appropriate action to deter and prevent fraud
Works at least 80 cases per day |
| UBS | Financial Services Intern | Jan 2016 to Feb 2017 | Planned 4 Events for 20 or more clients per event
Designed Website
Marketed for Senior Vice President of Wealth Management |
| Resident Student Association | Fenwick Hall President | Sep 2014 to May 2016 | Organized and Led Both Events and Meetings |
| Coffee Emporium | Barista | Mar 2015 to Mar 2016 | Barista dedicated to making specialty coffee and tea drinks
Creating attractive product displays
Contributing to a safe and welcoming cafe environment
Take and prepare beverage and food orders
Provide... |
| Pepinos Ristorante and Pizzeria | Dish Washer and Bus Boy | Apr 2013 to Aug 2015 | Allowed the restaurant to run smoothly by helping in all areas needed
Trained individuals in both capacities |
Education
Xavier University
2014 — 2018
Marquette University High School
2010 — 2014
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 | Terrace Park, OH , United States |
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