Profile
Mr. Charles A. Ulbricht, CFA MBA, is a Vice President & Senior Portfolio Manager at Fort Washington Investment Advisors, Inc. He joined Fort Washington Private Client Group in 1995.
He has been managing investment portfolios for over 27 years.
Prior to joining Fort Washington, Mr. Ulbricht was the Vice President of Research at Cowgill-Haberer, a Cincinnati-based investment advisory firm.
Mr. Ulbricht received his BA in Economics from DePauw University and an MBA in Finance from Indiana University, and is a CFA charter holder.
Charlie Ulbricht active positions
| Companies | Position | Start |
|---|---|---|
Fort Washington Investment Advisors, Inc.
Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington applies well-defined investment values across the diverse lineup of strategies that they offer covering asset classes and solutions within both public and private equity, cash and short duration fixed income, investment grade fixed income, asset-liability management, leveraged credit, multi-sector fixed income, private placements, private debt, midstream energy, securitized credit, and others. | Portfolio Manager-Equities | 30/04/1995 |
Training of Charlie Ulbricht
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Fort Washington Investment Advisors, Inc.
Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington applies well-defined investment values across the diverse lineup of strategies that they offer covering asset classes and solutions within both public and private equity, cash and short duration fixed income, investment grade fixed income, asset-liability management, leveraged credit, multi-sector fixed income, private placements, private debt, midstream energy, securitized credit, and others. | Finance |
DePauw University
DePauw University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Indiana University
Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Stock Market
- Insiders
- Charlie Ulbricht
















