Western & Southern Financial Group Overview

  • Type
  • Insurance Company
  • Founded
  • 1888
Founded
  • Professionals
  • 18
Professionals
  • AUM
  • 000.0
  • Commitments
  • 22

Western & Southern Financial Group General Information

Description

Western & Southern Financial Group is an insurance company based in Cincinnati, Ohio. Established in 1888, the company provides consumer and business financial services. It offers insurance products such as life insurance, accident insurance, fixed, variable, and income annuities, and mutual funds. It operates as a subsidiary of Western & Southern Mutual Holding Company. The assets are managed by the Board of Directors.

Contact Information

Website
www.westernsouthern.com
Year Founded
1888
Commitment Size
00000
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Insurance Company
Primary Contact
0000000 00000
Title
Co-Chief Investment Officer & Senior Vice President
Email
0000000.00000@000000000000000.000
Phone
+0 (000) 000-0000
Primary Office
  • 400 Broadway
  • Cincinnati, OH 45202-3341
  • United States
+1 (877) 000-0000

Western & Southern Financial Group Commitments (22)

Fund Name Fund Manager Fund Location Vintage Fund Size Commitment Date Commitment
0000000 00000000 00 000 Portage Ventures Toronto, Canada 2019 00000 0000-00-00
000000000 0000 00 000000000 Cincinnati, OH 2016 000.00 0000-00-00
0000 0000000000 0000000 0000 0000000000 Cincinnati, OH 2014 00000 0000-00-00
0000 0000000000 0000000 0000 0000000000 Cincinnati, OH 2013 00000 0000-00-00
0000000 0000000 0000000 0000000 New York, NY 2011 00000 0000-00-00
You’re viewing 5 of 22 commitments. Get the full list »
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Western & Southern Financial Group Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Western & Southern Financial Group Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Western & Southern Financial Group Team (26)

Name Title Office
John Barrett Chief Executive Officer, Chairman & President Cincinnati, OH
Bradley Hunkler Senior Vice President & Chief Financial Officer Cincinnati, OH
Jonathan Niemeyer JD Senior Vice President, Chief Administrative Officer and General Counsel Cincinnati, OH
Bruce Maisel Chief Compliance Officer & Vice President Cincinnati, OH
Paul Moore Senior Vice President & Chief Customer Officer Cincinnati, OH
You’re viewing 5 of 26 team members. Get the full list »

Western & Southern Financial Group Board Members (8)

Name Representing Role Since
Herbert Brown Self Board Member 000 0000
Jo Ann Davidson Self Board Member 000 0000
John Barrett Western & Southern Financial Group Chief Executive Officer, Chairman & President 000 0000
John Zanotti Self Board Member 000 0000
Thomas Williams ESQ Self Board Member 000 0000
You’re viewing 5 of 8 board members. Get the full list »