Rich Balestra
Portfolio Manager-Fixed Income at Cincinnati Asset Management, Inc.
Network origin in Rich Balestra first degree
Entity | Entity type | Industry | |
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Xavier University
33
| College/University | Other Consumer Services | 33 |
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).
13
| Extinct | Property/Casualty Insurance | 13 |
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.
4
| Operating Division | Investment Managers | 4 |
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.
4
| Private Company | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Rich Balestra via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
ABX Air, Inc.
ABX Air, Inc. AirlinesTransportation ABX Air, Inc. engages in providing air cargo transportation services. It provides airlift capacity, sort facility staffing, flight support and charter, components, package handling and maintenance & training services. The company was founded in 1980 and is headquartered in Wilmington, OH. | Airlines | Director/Board Member | |
CINCINNATI FINANCIAL CORPORATION | Multi-Line Insurance | Chief Investment Officer Chief Investment Officer Chief Investment Officer Portfolio Manager-Fixed Income Chief Investment Officer | |
Fifth Third Bank, NA (Cincinnati, Ohio)
Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Major Banks | Corporate Officer/Principal | |
Rational Advisors, Inc.
Rational Advisors, Inc. Investment ManagersFinance Rational Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Huntington, New York. The firm offers Rational Funds to individual and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
The Renaissance Group LLC
The Renaissance Group LLC Investment ManagersFinance The Renaissance Group LLC, dba Renaissance Investment Management (Renaissance), is an independent, SEC-registered investment advisor headquartered in Covington, Kentucky. The firm was founded in 1978 and is a subsidiary of AMG Renaissance Holdings LLC, which is owned by Affiliated Managers Group, Inc. (NYSE: AMG). Renaissance serves both institutional and high net worth clientele and offers a variety of investment management strategies. | Investment Managers | Analyst-Equity | |
Meeder Asset Management, Inc.
Meeder Asset Management, Inc. Investment ManagersFinance Meeder Asset Management, Inc. (MAM) is a SEC-registered investment adviser headquartered in Dublin, Ohio. The firm was founded by Robert Meeder in 1974 and is a subsidiary of Meeder Investment Management, Inc. MAM provides a wide variety of investment management services to individuals, families, businesses and institutions. | Investment Managers | Investment Committee Member | |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
The Cincinnati Insurance Co., Inc.
The Cincinnati Insurance Co., Inc. Property/Casualty InsuranceFinance Part of Cincinnati Financial Corp., The Cincinnati Insurance Co., Inc. is a provider of insurance solutions for businesses and individuals through local independent agents. The company is based in Fairfield, OH. The company offers a wide range of products and services to meet various insurance needs. | Property/Casualty Insurance | Chief Investment Officer Chief Investment Officer Chief Investment Officer | |
Ameritas Investment Partners, Inc.
Ameritas Investment Partners, Inc. Investment ManagersFinance Ameritas Investment Partners, Inc. (AIP) is a registered investment advisor headquartered in Lincoln, Nebraska. The firm was founded as a Nebraska corporation in 1984 and is a wholly-owned subsidiary of Ameritas Holding Co., which is owned by Ameritas Mutual Holding Co. AIP provides investment advisory services to affiliated and unaffiliated insurance companies; pension plans and retirement accounts (including Taft-Hartley Plans); charitable organizations; and registered investment companies of Calvert Variable Products, Inc., The firm also provides investment advisory services to discretionary investment (wrap fee) program accounts including: individuals and high net-worth individuals; pension and profit sharing plans; trusts; charitable organizations; state and local government entities; and small businesses and others. | Investment Managers | Analyst-Equity | |
Northcoast Research Partners LLC
Northcoast Research Partners LLC Investment ManagersFinance Founded in 2008, Northcoast Research Partners LLC is an independent, full-service, institutional equity research firm located in Cleveland, Ohio. The firm is a subsidiary of Northcoast Research Holdings LLC. Their research coverage include: business services, consumer, healthcare, industrial/basic materials and accounting/tax policy. | Investment Managers | Analyst-Equity | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity | |
University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Ancora Advisors LLC
Ancora Advisors LLC Investment ManagersFinance Ancora Advisors LLC is a SEC-registered investment advisor headquartered in Cleveland, Ohio. The firm was founded by Richard Barone in 2003 and is a subsidiary of The Ancora Group, Inc., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Ancora Advisors provides customized portfolio management for individual investors, high net worth investors, investment companies (mutual funds), and institutions such as pension/profit sharing plans, corporations, charitable & Not-for-Profit organizations, unions, and other investment advisers. | Investment Managers | Sales & Marketing | |
Novare Capital Management LLC
Novare Capital Management LLC Investment ManagersFinance Novare Capital Management LLC (NCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1999 by William (Bill) G. Baynard, Jr. and Don E. Olmstead. NCM provides customized investment management and wealth management for individuals, foundations, trusts and corporations. | Investment Managers | Chief Investment Officer | |
Cleveland State University | College/University | Masters Business Admin | |
Miami University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
Northern Kentucky University | College/University | Undergraduate Degree Undergraduate Degree | |
The Ohio State University
The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
The Ohio University
The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Undergraduate Degree | |
University of Cincinnati (Ohio) | College/University | Doctorate Degree Undergraduate Degree Undergraduate Degree | |
University of Toledo (Ohio) | College/University | Undergraduate Degree | |
University of West Florida | College/University | Undergraduate Degree | |
Wright State University (Ohio) | College/University | Undergraduate Degree Undergraduate Degree | |
Nielsen BuzzMetrics, Inc.
Nielsen BuzzMetrics, Inc. Miscellaneous Commercial ServicesCommercial Services Nielsen BuzzMetrics, Inc. provides online marketing research services. It offers marketing and media information, online intelligence, trade shows and business publications. The company was founded by Jonathan Carson in 1999 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Chief Tech/Sci/R&D Officer | |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal | |
Liberty University | College/University | Masters Business Admin | |
BCS Placements LLC
BCS Placements LLC Investment Banks/BrokersFinance BCS Placements LLC operates as a broker dealer for equity funds. The private company is based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
CFC Investment Co.
CFC Investment Co. Real Estate DevelopmentFinance CFC Investment Co. provides commercial financing services to independent insurance agents, commercial clients and other businesses. The company was founded in 1970 and is headquartered in Fairfield, OH. | Real Estate Development | President President | |
Beech Acres Parenting Center | Director/Board Member | ||
Planes Moving & Storage, Inc.
Planes Moving & Storage, Inc. Air Freight/CouriersTransportation Planes Moving & Storage, Inc. engages in the provision of trucking, logistics, and storage services. It offers local moving, long distance moving, packing services, storage, and global moving. The company was founded in 1921 and is headquartered in West Chester, OH. | Air Freight/Couriers | Corporate Officer/Principal | |
Merrill Lynch Private Capital, Inc. | Corporate Officer/Principal | ||
DELTA INSURANCE COMPANY PLC | Multi-Line Insurance | Chief Executive Officer | |
American Healthcare Holdings, Inc.
American Healthcare Holdings, Inc. Medical/Nursing ServicesHealth Services American Healthcare Holdings, Inc. provides healthcare technology services. The firm specializes in family practice, urology, ob/gyn, emergency medicine, cardiology, ophthalmology, gastroenterology, plastic surgery, radiology, internal medicine, operative reports, ambulatory surgical center, pulmonology and pediatric fields. The company was founded by Jason M. Patchen in 2005 and is headquartered in Tampa, FL. | Medical/Nursing Services | Corporate Officer/Principal | |
Fidelity Investments (New York) | Corporate Officer/Principal | ||
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 high net worth and ultra-high net worth individuals and families. | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
Hengehold Capital Management LLC
Hengehold Capital Management LLC Investment ManagersFinance Hengehold Capital Management LLC (dba HCM Wealth Advisors) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Michael "Mik” Hengehold in 1990. HCM Wealth Advisors provides comprehensive wealth management, tax, and accounting services to help successful professionals and business owners retire well. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
THOR Investment Management, Inc.
THOR Investment Management, Inc. Investment ManagersFinance THOR Investment Management, Inc. provides investment advisory services. Its services include financial planning, investment management, retirement planning, estate planning, business advisory and tax planning services. The company is headquartered in Cincinnati, OH. | Investment Managers | Corporate Officer/Principal | |
Cintrifuse Fund Management LLC
Cintrifuse Fund Management LLC Investment ManagersFinance Cintrifuse Fund Management LLC (Cintrifuse Fund) is a venture capital subsidiary of Cintrifuse founded in 2012. The firm is headquartered in Cincinnati, Ohio. | Investment Managers | Consultant / Advisor | |
Madison Financial Advisors Ltd.
Madison Financial Advisors Ltd. Investment ManagersFinance Madison Financial Advisors Ltd. (Madison) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by James R. McDermott in 2000 and does business as Madison Wealth Management. In 2024, they were acquired by MAI Capital Management LLC, which is ultimately owned by MAI Capital Management Holdings LLC. Madison provides wealth management services to individuals, families and their related entities, trusts and estates, and family businesses. | Investment Managers | Portfolio Manager-Equities |
Statistics
International
United States | 49 |
Jordan | 2 |
Sectoral
Finance | 31 |
Consumer Services | 13 |
Transportation | 3 |
Commercial Services | 2 |
Health Services | 2 |
Operational
Director/Board Member | 54 |
Corporate Officer/Principal | 48 |
Undergraduate Degree | 41 |
Masters Business Admin | 31 |
President | 30 |
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