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Julia M. Batchenko
Gestore di Portafoglio-Azioni presso Red Cedar Investment Management LLC
Profilo
Ms. Julia M.
Batchenko, CFA MBA, is a Senior Portfolio Manager at Red Cedar Investment Management LLC.
She started in the industry in 2011 and joined Red Cedar in 2019.
Prior to joining Red Cedar, she served as Portfolio Analyst at Bahl & Gaynor Investment Counsel working on small and medium cap income growth equity strategies.
Previously, Mrs. Batchenko worked at ClearArc Capital (a wholly owned subsidiary of Fifth Third Bank) as an Investment Research Analyst covering large cap income growth equity strategies.
Prior to joining ClearArc Capital, she worked as an Associate Wealth Management Advisor at Fifth Third Bank.
Her prior experience also includes serving as a Plan Administrator at Great American Financial Resources and an Account Specialist at Union Center Insurance and Investment Company.
Mrs. Batchenko is a CFA® charterholder and received a M.A.
in Translation from Kent State University, as well as an MBA with a concentration in Finance from Xavier University.
Posizioni attive di Julia M. Batchenko
Società | Posizione | Inizio |
---|---|---|
Red Cedar Investment Management LLC
![]() Red Cedar Investment Management LLC Investment ManagersFinance Red Cedar Investment Management LLC (RCIM) is a registered investment adviser headquartered in Grand Rapids, Michigan and was founded by Michael S. Gilmore. The firm is a direct subsidiary of 4100 Group, Inc., which is ultimately held by Renaissance Health Service Corp. RCIM provides discretionary investment management services to institutional clients including pension and retirement plans, registered investment companies, corporations, and foundations. | Gestore di Portafoglio-Azioni | 01/09/2019 |
Precedenti posizioni note di Julia M. Batchenko
Società | Posizione | Fine |
---|---|---|
ClearArc Capital, Inc.
![]() ClearArc Capital, Inc. Investment ManagersFinance ClearArc Capital, Inc. is an investment management firm headquartered in Cincinnati, Ohio. The firm is a wholly-owned subsidiary of Fifth Third Bancorp (NASDAQ: FITB) (FITB). ClearArc Capital traces their origins to Investment Strategies, Inc. (ISI), a Cleveland-based investment firm, which was founded in 1975. In 1992, ISI changed their name to Maxus Asset Management, Inc. (MAMI). In connection with the acquisition of the parent company of MAMI by FITB in January 2001, the firm’s name was changed to Fifth Third/Maxus Asset Management. On April 2, 2001, FITB acquired Old Kent Financial Corp. which owned Lyon Street Asset Management Co. On April 30, 2001, the firm name was changed to Fifth Third Asset Management, Inc. and consequently became ClearArc Capital, Inc. in December 2013. ClearArc Capital provides discretionary and non-discretionary investment management services to charitable organizations, not-for-profit organizations, corporations, governmental plans and municipalities, trusts and high net-worth individuals, pension and profit-sharing plans, banks, and pooled investment vehicles. | Analyst-Equity | 01/12/2018 |
Fifth Third Bank, NA (Investment Management)
![]() Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients. | Corporate Officer/Principal | 01/01/2015 |
Great American Financial Res, Inc.
![]() Great American Financial Res, Inc. Financial ConglomeratesFinance Great American Financial Resources, Inc. provides financial products and services. The company offers customers with annuities, supplemental insurance and life insurance through a distribution system of licensed independent agents and registered representatives. Great American Financial Resources was founded by Carl Lindner in 1940 and is located in Cincinnati, OH. | Corporate Officer/Principal | - |
Formazione di Julia M. Batchenko
Kent State University (Ohio) | Graduate Degree |
Xavier University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 4 |
---|---|
ClearArc Capital, Inc.
![]() ClearArc Capital, Inc. Investment ManagersFinance ClearArc Capital, Inc. is an investment management firm headquartered in Cincinnati, Ohio. The firm is a wholly-owned subsidiary of Fifth Third Bancorp (NASDAQ: FITB) (FITB). ClearArc Capital traces their origins to Investment Strategies, Inc. (ISI), a Cleveland-based investment firm, which was founded in 1975. In 1992, ISI changed their name to Maxus Asset Management, Inc. (MAMI). In connection with the acquisition of the parent company of MAMI by FITB in January 2001, the firm’s name was changed to Fifth Third/Maxus Asset Management. On April 2, 2001, FITB acquired Old Kent Financial Corp. which owned Lyon Street Asset Management Co. On April 30, 2001, the firm name was changed to Fifth Third Asset Management, Inc. and consequently became ClearArc Capital, Inc. in December 2013. ClearArc Capital provides discretionary and non-discretionary investment management services to charitable organizations, not-for-profit organizations, corporations, governmental plans and municipalities, trusts and high net-worth individuals, pension and profit-sharing plans, banks, and pooled investment vehicles. | Finance |
Fifth Third Bank, NA (Investment Management)
![]() Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients. | Finance |
Great American Financial Res, Inc.
![]() Great American Financial Res, Inc. Financial ConglomeratesFinance Great American Financial Resources, Inc. provides financial products and services. The company offers customers with annuities, supplemental insurance and life insurance through a distribution system of licensed independent agents and registered representatives. Great American Financial Resources was founded by Carl Lindner in 1940 and is located in Cincinnati, OH. | Finance |
Red Cedar Investment Management LLC
![]() Red Cedar Investment Management LLC Investment ManagersFinance Red Cedar Investment Management LLC (RCIM) is a registered investment adviser headquartered in Grand Rapids, Michigan and was founded by Michael S. Gilmore. The firm is a direct subsidiary of 4100 Group, Inc., which is ultimately held by Renaissance Health Service Corp. RCIM provides discretionary investment management services to institutional clients including pension and retirement plans, registered investment companies, corporations, and foundations. | Finance |
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