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Rosemont Roundtable: Exploring the Business of Investment Management (Formerly Global Investment Leaders)
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The Keys to Sustainable Growth with Fort Washington CEO Maribeth Rahe
Manage episode 355608373 series 3316355
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In this episode of the Global Investment Leaders podcast, Rosemont CEO Chas Burkhart is joined by Maribeth Rahe, president and chief executive officer of Fort Washington Investment Advisors, Inc. As one of the largest investment advisors in Ohio with approximately $72 billion* in assets under management, the firm provides professional and comprehensive asset management services for institutions, corporations, insurance companies, mutual fund providers, foundations, endowments and high-net-worth individuals.
During their conversation, Burkhart and Rahe discussed:
- How being a wholly owned subsidiary of Western & Southern Financial Group has benefited Fort Washington and how the background and values of the leadership of Western & Southern have created alignment between the two companies
- Rahe’s approach to inorganic growth and her creative ways of determining if a firm is a cultural fit with the potential for a long-term partnership
- The asset classes where Rahe is seeing increased demand in the short-term
- The trends in the industry that Rahe is watching, including the return to in-person work and its impact on mentorship and leadership development
At the conclusion of their conversation, Rahe provided her insights on the factors that have contributed to Fort Washington’s decades of stable and sustainable growth. “This year will be the 135th anniversary of our parent company Western & Southern Financial. We’ve grown sustainably over those years. We’re long-term investors, we believe in long time horizons, and we believe in career paths for our individuals,” Rahe shared. “We don’t follow the latest fad and we do what we think is right for the business.”
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*Approximate AUM for Fort Washington Investment Advisors at the time of recording.
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