José Marques, APR
Media Relations Manager
FOR IMMEDIATE RELEASE:
Media Relations Manager
Fort Washington Names Morton a Wealth Advisor within its Private Client Group
CINCINNATI – Mar. 27, 2017 – Fort Washington Investment Advisors, Inc. (Fort Washington) named Adam D. Morton, CFP®, a wealth advisor within its Private Client Group.
In his position, Morton will be responsible for developing and deepening client relationships by providing holistic and proactive financial solutions. He will report to Carl A. Adkins, CFP®, CWS®, vice president and senior wealth advisor of the Private Client Group.
"Adam is a great addition to the Private Client Group as we continue to implement the team model, enhance the client experience, and focus on goals-based planning," said Maribeth Rahe, president and chief executive officer of Fort Washington. "With his prior experience and through careful listening, Adam will be able to identify the priorities of our clients so that their needs will be at the forefront of our wealth management process."
Morton brings more than 10 years of industry experience to Fort Washington. Most recently, he worked as a senior wealth consultant for RiverPoint Capital Management. Prior experience also includes many years with Westwood Management, a single family office, and investment analysis with Cambridge Associates.
He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with an MBA from Xavier University. Morton earned a bachelor’s degree in finance with a minor in entrepreneurship from Miami University.
Morton currently serves as the president of the Miami University Alumni Association – Cincinnati Chapter, the Futures Board of the Cincinnati Squash Academy, the Young Professionals Board of Stepping Stones, and co-chair of the Membership & Engagement Committee of the Professional Leadership Network (PLN). He also serves on the Trustee Committee of the American Cancer Society’s Cincinnati Golf Classic, and is a former member of the Cincinnati Chamber’s C-Change Class 10.
About Fort Washington Investment Advisors, Inc.
Fort Washington Investment Advisors, Inc. (Fort Washington), founded in May 1990, is the money management and primary investment arm of Western & Southern Financial Group with more than $48.9 billion in assets as of 12/31/16.* Fort Washington is a registered investment advisor with expertise in fixed income, public equity, and private equity. Clients include institutions and high-net-worth individuals throughout the country and abroad. For more information, visit fortwashington.com.
About Western & Southern Financial Group
Founded in Cincinnati in 1888 as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc. (Western & Southern), a Fortune 500 company, is now the parent company of a group of diversified financial services businesses. Currently, its assets owned ($46 billion) and managed ($22 billion) total $68 billion. Western & Southern is one of the strongest life insurance groups in the world. Its six life insurance subsidiaries (The Western and Southern Life Insurance Company, Western-Southern Life Assurance Company, Columbus Life Insurance Company, Integrity Life Insurance Company, The Lafayette Life Insurance Company and National Integrity Life Insurance Company) maintain very strong financial ratings and a Comdex Ranking of 96. Other member companies include Eagle Realty Group, LLC; Fort Washington Investment Advisors, Inc.¹; IFS Financial Services, Inc.; Peppertree Partners LLC¹; Touchstone Advisors, Inc.¹; Touchstone Securities, Inc.²; W&S Brokerage Services, Inc.²; and W&S Financial Group Distributors, Inc. For more information on the Western & Southern family of companies, visit www.westernsouthern.com. Western & Southern is the title sponsor of the Western & Southern Open (www.wsopen.com), a premier event in the U.S. Open Series played each August by the world’s top-ranked professional male and female tennis players.
*Includes assets under management by Fort Washington Investment Advisors, Inc. (Fort Washington) of $45.6 billion, and $3.3 billion in commitments managed by Fort Washington Capital Partners Group (FW Capital), a division, and Peppertree Partners LLC, a subsidiary.
¹ A registered investment advisor.
² A registered broker-dealer and member FINRA/SIPC.
For current ratings, please visit http://www.westernsouthern.com/industry.asp.