Rich Balestra
Portfolio Manager-Fixed Income at Cincinnati Asset Management, Inc.
Profile
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
Rich Balestra active positions
Companies | Position | Start |
---|---|---|
Cincinnati Asset Management, Inc.
Cincinnati Asset Management, Inc. Investment ManagersFinance Cincinnati Asset Management, Inc. (CAM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. Founded in 1989, CAM provides investment management service to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, insurance companies, and mutual funds. | Portfolio Manager-Fixed Income | - |
Former positions of Rich Balestra
Companies | Position | End |
---|---|---|
Cincinnati Financial Corp. (Investment Portfolio)
Cincinnati Financial Corp. (Investment Portfolio) Investment ManagersFinance Cincinnati Financial Corp. (Investment Portfolio) (CFC-IP) is the investment portfolio division of Cincinnati Financial Corp. (NASDAQ: CINF), an insurance company headquartered in Fairfield, Ohio. Founded in 1968, the firm is the parent company for a group of insurance companies, known as the Cincinnati Insurance Companies. CFC-IP manages the investment portfolio of insurance clients. | Analyst-Equity | 2010-10-30 |
CinFin Capital Management Co., Inc.
CinFin Capital Management Co., Inc. Property/Casualty InsuranceFinance Founded in 1968, CinFin Capital Management Co., Inc. is located in Fairfield, Ohio. The firm is a division of Cincinnati Financial Corporation (NASDAQ: CINF). | Analyst-Equity | 2009-02-27 |
Training of Rich Balestra
University of Cincinnati (Ohio) | Undergraduate Degree |
Xavier University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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CinFin Capital Management Co., Inc.
CinFin Capital Management Co., Inc. Property/Casualty InsuranceFinance Founded in 1968, CinFin Capital Management Co., Inc. is located in Fairfield, Ohio. The firm is a division of Cincinnati Financial Corporation (NASDAQ: CINF). | Finance |
Cincinnati Financial Corp. (Investment Portfolio)
Cincinnati Financial Corp. (Investment Portfolio) Investment ManagersFinance Cincinnati Financial Corp. (Investment Portfolio) (CFC-IP) is the investment portfolio division of Cincinnati Financial Corp. (NASDAQ: CINF), an insurance company headquartered in Fairfield, Ohio. Founded in 1968, the firm is the parent company for a group of insurance companies, known as the Cincinnati Insurance Companies. CFC-IP manages the investment portfolio of insurance clients. | Finance |
Cincinnati Asset Management, Inc.
Cincinnati Asset Management, Inc. Investment ManagersFinance Cincinnati Asset Management, Inc. (CAM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. Founded in 1989, CAM provides investment management service to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, insurance companies, and mutual funds. | Finance |
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