People – Cincinnati Asset Management

13 Jan 2022

Nicole D. Trefzger | Associate Client Consultant

Nicole D. Trefzger

Associate Client Consultant

Nicole joined CAM in 2010 as an Operations Specialist and moved into the Associate Client Consultant role in 2019. She draws on her various roles in the middle and back office to help her to provide an exceptional client experience. Nicole is responsible for maintaining and continuing to develop relationships in the financial community while working closely with our Client Consultants and Portfolio Managers to provide access and support for our clients. She has been diligent in her efforts to continue to expand her knowledge by earning her Claritas® Investment Certificate in 2016. Nicole obtained her Bachelor’s degree in Organizational Communication from the University of Cincinnati 2006.

30 Jul 2018

Sterling D. Sams | Associate Client Consultant

Sterling D. Sams

Associate Client Consultant

Sterling joined CAM in 2018 from MassMutual where he covered MassMutual’s top wealth producing firms and was responsible for the distribution of their proprietary advisory program, 3^rd party advisory products, SMAs, and mutual funds. Sterling began his investment career in 2012 with Vanguard, where he was a Trader for high net-worth clients. As an Associate Client Consultant, Sterling will be working closely with our Client Consultants and Client Portfolio Manager and will be responsible for advancing CAM’s market presence in addition to maintaining and developing business relationships with the financial community. Sterling obtained his Bachelor’s degree in Insurance and Risk Management & Entrepreneurial Management from the University of South Carolina, Columbia.

30 May 2016

William S. Sloneker | CEO, Portfolio Manager

William S. Sloneker

CEO, Portfolio Manager

Bill started his career with Ohio Casualty Insurance in 1976. Prior to CAM, he was a Director and Executive Vice President of Ohio Casualty Corp., responsible for actuarial analysis and for the investment by committee of over $2 billion in portfolios of common stocks and government, corporate and municipal bonds. B.A. English and Art History, Yale University; MBA Finance and Marketing, The Wharton School.

“At CAM, we use a team approach to generate ideas. All of us have years of experience analyzing companies and studying industries. Since each person has a unique perspective and way of looking at things, each team member has a different vantage point. As an example, while one may assign more importance to an industry trend, another may attribute more weight to a competitor’s characteristics.

“The same may be said for portfolio structure and the myriad factors at work in dynamic economies and industries. There are so many factors at play that a team of independent thinkers is important to providing a portfolio well-structured across many preferable industry groups.”

30 May 2016

Richard J. Gardner | Portfolio Manager

Richard J. Gardner

Portfolio Manager

Rick began his career with Banc One Funds in 1993. His career also includes portfolio management for The Federal Home Loan Bank and Huntington National Bank, where he managed several corporate and government bond mutual funds. Prior to joining CAM, he was a Senior Portfolio Manager for the $1.2 billion Ohio Police and Fire Pension Fund. B.S. Finance and Accounting, Wright State University.

30 May 2016

Richard M. Balestra, CFA | Portfolio Manager

Richard M. Balestra

CFA | Portfolio Manager

Rich began his career in 2000 with Cincinnati Financial Corporation. 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. Rich has earned the Chartered Financial Analyst designation. B.B.A. Finance, University of Cincinnati; MBA, Xavier University.

30 May 2016

Joshua M. Adams, CFA | Portfolio Manager

Joshua M. Adams

CFA | PORTFOLIO MANAGER

Josh began his career in 2004 with Cincinnati Financial Corporation where he was responsible for managing a portion of a multibillion-dollar bond portfolio. He has focused on fixed income for the majority of his career and has extensive experience in both investment grade and high yield corporate credit. Josh has earned the Chartered Financial Analyst designation. B.S.B.A. Finance, The Ohio State University; MBA, Xavier University.

30 May 2016

Nicholas M. Collura CPA | CFO, COO, Chief Compliance Officer

Nicholas M. Collura

CPA | CFO, COO, CHIEF COMPLIANCE OFFICER

Nick’s career began in 2002 with 9 years of meaningful public accounting experience, primarily with KPMG LLP. At CAM he leads the team responsible for financial management and reporting, the risk and control framework, and the middle and back office operations across the firm. He is a Certified Public Accountant, holds a Certificate in Investment Performance Measurement, is a Certified Internal Auditor, and a non-practicing Certified Information Systems Auditor. B.B.A. Finance and Information Systems, Miami University.

30 May 2016

Erin Daugherty, CFA | Sr. Credit Analyst

Erin Daugherty, CFA

Sr. Credit Analyst

Erin began her finance career in 2005 with Moody’s Investors Service. Over the course of her career at Moody’s, and subsequently AllianceBernstein and Ohio National Financial Services, Erin gained experience across various segments of fixed income credit markets including municipal, private placement, and corporate bonds. She joined Cincinnati Asset Management as a Senior Credit Analyst in 2019 covering both investment grade and high yield corporate credit. Erin earned the CFA designation in 2010. B.A. Economics, University of Kentucky 2002; MPA, Columbia University, 2004.

30 May 2016

Jason Esselen, CFA | Sr. Credit Analyst

Jason Esselen

CFA | Sr. Credit Analyst

Jason began his career in 2004 with PricewaterhouseCoopers. His experience with corporate bonds began in 2006, when he joined Merrill Lynch’s investment grade debt capital markets group. Jason also worked on trading desks at Morgan Stanley and CRT Capital as a Fixed Income Sales Generalist, with focus on investment grade and high yield corporate bonds. He joined Cincinnati Asset Management as a Credit Analyst in late 2012. He earned the CFA designation in 2014. B.S. Accounting, Lehigh University, 2004.

30 May 2016

Michael P. Lynch, CIMA | Vice President – Client Consultant

Michael P. Lynch

Michael P. Lynch, CIMA® | Vice President – Client Consultant

Mike began his career with PIMCO Funds in 2000 and subsequently held Regional Director and Vice President roles with Franklin Templeton Investments, Virtus Investment Partners, and Allianz Global Investors. He brings with him more than 18 years of industry experience, where he has focused on aligning resources with his clients’ initiatives of practice management, wealth management, and discussion of the capital markets. Prior to joining CAM, Mike was a Senior Vice President with Amundi Pioneer Asset Management working in their Independent Advisor and RIA channels. He obtained his bachelor’s degree in Business Management from Lynn University in Boca Raton, FL and holds the Certified Investment Management Analyst® designation.

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