Profile
Mr. David Q.
Theobald, CFA, is a Senior Portfolio Manager & Principal at Johnson Investment Counsel, Inc. He joined the firm in 2013 and is a shareholder of the firm.
Prior to joining the firm, Mr. Theobald worked at Fort Washington Investment Advisors and Cincinnati Financial Corporation.
He received his B.B.A. in Finance Carl H.
Lindner College of Business.
He holds the Chartered Financial Analyst designation.
David Theobald active positions
| Companies | Position | Start |
|---|---|---|
Johnson Investment Counsel, Inc.
Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson builds investment portfolios designed to perform well in all market environments. The firm focuses on both investment grade fixed income and domestic equity securities. Equity strategies are bottom-up oriented driven by a proven multi-factor quantitative approach to company analysis. Fixed income blends together a macro and micro strategy, focusing on quality yield and emphasizing appropriate maturities. | Portfolio Manager-Fixed Income | 2013-08-31 |
Former positions of David Theobald
| Companies | Position | End |
|---|---|---|
| CINCINNATI FINANCIAL CORPORATION | Corporate Officer/Principal | 2011-12-30 |
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. | Sales & Marketing | - |
Training of David Theobald
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 | 4 |
|---|---|
Cincinnati Financial Corp.
Cincinnati Financial Corp. Multi-Line InsuranceFinance Provides property casualty, auto, workers compensation, homeowners and life insurance services | Finance |
Johnson Investment Counsel, Inc.
Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson builds investment portfolios designed to perform well in all market environments. The firm focuses on both investment grade fixed income and domestic equity securities. Equity strategies are bottom-up oriented driven by a proven multi-factor quantitative approach to company analysis. Fixed income blends together a macro and micro strategy, focusing on quality yield and emphasizing appropriate maturities. | Finance |
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 |
Carl H. Lindner College of Business
Carl H. Lindner College of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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