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Rich Balestra
Portfolio Manager-Fixed Income presso
Cincinnati Asset Management, Inc.
Profilo
Mr. Richard M.
Balestra, CFA MBA, is a Portfolio Manager at Cincinnati Asset Management, Inc. As a Portfolio Manager, he helped manage CFC’s multi-billion dollar portfolio.
He has experience with numerous asset classes including common stocks, convertible securities, investment grade bonds and high yield bonds.
Mr. Balestra began his career in 2000 with Cincinnati Financial Corporation.
He also worked as a Senior Analyst at CinFin Capital Management Co., Inc.
He received his B.B.A. Finance from the University of Cincinnati (Ohio) and an MBA from Xavier University.
He has earned the Chartered Financial Analyst designation
Posizioni attive di Rich Balestra
| Società | Posizione | Inizio |
|---|---|---|
Cincinnati Asset Management, Inc.
 Cincinnati Asset Management, Inc. Investment ManagersFinance CAM employs a conservative, bottom-up value investment discipline that focuses on preservation of capital with a secondary, but extremely important, emphasis on total return. The firm seeks out companies that are currently out of favor with investors but poised to improve. Securities held are typically those of North American companies and foreign companies with significant North American operations or subsidiaries of foreign companies based in the US Securities are all denominated in US dollars. Portfolios primarily consist of investment grade bonds, below investment grade bonds, or a mixture of both depending on the strategy selected by clients and their financial advisors. | Portfolio Manager-Fixed Income | - |
Precedenti posizioni note di Rich Balestra
| Società | Posizione | Fine |
|---|---|---|
Cincinnati Financial Corp. (Investment Portfolio)
 Cincinnati Financial Corp. (Investment Portfolio) Investment ManagersFinance CFC-IP focuses on investments in well-managed, high-quality US companies with proven success and regular dividend increases. The majority of the market value of their investment portfolio is made up of common stocks and convertibles. | Analyst-Equity | 31/10/2010 |
CinFin Capital Management Co., Inc.
 CinFin Capital Management Co., Inc. Property/Casualty InsuranceFinance CinFin Capital Management focuses on investments in the stocks of large-cap, well-managed, high-quality US companies with proven success and regular dividend increases. Common stocks and convertibles account for the majority of the market value of the firm's investment portfolio. The firm tends to invest in the stocks of companies in the health technology, consumer non-durables, utilities, manufacturing and energy sectors. CinFin maintains a low turnover rate | Analyst-Equity | 28/02/2009 |
Formazione di Rich Balestra
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
57
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
CinFin Capital Management Co., Inc.
CinFin Capital Management Co., Inc. Property/Casualty InsuranceFinance CinFin Capital Management focuses on investments in the stocks of large-cap, well-managed, high-quality US companies with proven success and regular dividend increases. Common stocks and convertibles account for the majority of the market value of the firm's investment portfolio. The firm tends to invest in the stocks of companies in the health technology, consumer non-durables, utilities, manufacturing and energy sectors. CinFin maintains a low turnover rate | Finance |
Cincinnati Asset Management, Inc.
Cincinnati Asset Management, Inc. Investment ManagersFinance CAM employs a conservative, bottom-up value investment discipline that focuses on preservation of capital with a secondary, but extremely important, emphasis on total return. The firm seeks out companies that are currently out of favor with investors but poised to improve. Securities held are typically those of North American companies and foreign companies with significant North American operations or subsidiaries of foreign companies based in the US Securities are all denominated in US dollars. Portfolios primarily consist of investment grade bonds, below investment grade bonds, or a mixture of both depending on the strategy selected by clients and their financial advisors. | Finance |
Xavier University
 Xavier University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Cincinnati (Ohio)
 University of Cincinnati (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cincinnati Financial Corp. (Investment Portfolio)
Cincinnati Financial Corp. (Investment Portfolio) Investment ManagersFinance CFC-IP focuses on investments in well-managed, high-quality US companies with proven success and regular dividend increases. The majority of the market value of their investment portfolio is made up of common stocks and convertibles. | Finance |
