Rich Balestra

Portfolio Manager-Fixed Income at

Cincinnati Asset Management, Inc.

Finance

Consumer Services

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 CAM employs a conservative, bottom-up value investment discipline that focuses on preservation of capital with a secondary, but extremely important, emphasis on total return. The firm seeks out companies that are currently out of favor with investors but poised to improve. Securities held are typically those of North American companies and foreign companies with significant North American operations or subsidiaries of foreign companies based in the US Securities are all denominated in US dollars. Portfolios primarily consist of investment grade bonds, below investment grade bonds, or a mixture of both depending on the strategy selected by clients and their financial advisors.	Portfolio Manager-Fixed Income	-

All active positions of Rich Balestra

Former positions of Rich Balestra

Companies	Position	End
Cincinnati Financial Corp. (Investment Portfolio) Cincinnati Financial Corp. (Investment Portfolio) Investment ManagersFinance CFC-IP focuses on investments in well-managed, high-quality US companies with proven success and regular dividend increases. The majority of the market value of their investment portfolio is made up of common stocks and convertibles.	Analyst-Equity	31/10/2010
CinFin Capital Management Co., Inc. CinFin Capital Management Co., Inc. Property/Casualty InsuranceFinance CinFin Capital Management focuses on investments in the stocks of large-cap, well-managed, high-quality US companies with proven success and regular dividend increases. Common stocks and convertibles account for the majority of the market value of the firm's investment portfolio. The firm tends to invest in the stocks of companies in the health technology, consumer non-durables, utilities, manufacturing and energy sectors. CinFin maintains a low turnover rate	Analyst-Equity	28/02/2009

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Linked companies

Private companies	5
CinFin Capital Management Co., Inc. CinFin Capital Management Co., Inc. Property/Casualty InsuranceFinance CinFin Capital Management focuses on investments in the stocks of large-cap, well-managed, high-quality US companies with proven success and regular dividend increases. Common stocks and convertibles account for the majority of the market value of the firm's investment portfolio. The firm tends to invest in the stocks of companies in the health technology, consumer non-durables, utilities, manufacturing and energy sectors. CinFin maintains a low turnover rate	Finance
Cincinnati Asset Management, Inc. Cincinnati Asset Management, Inc. Investment ManagersFinance CAM employs a conservative, bottom-up value investment discipline that focuses on preservation of capital with a secondary, but extremely important, emphasis on total return. The firm seeks out companies that are currently out of favor with investors but poised to improve. Securities held are typically those of North American companies and foreign companies with significant North American operations or subsidiaries of foreign companies based in the US Securities are all denominated in US dollars. Portfolios primarily consist of investment grade bonds, below investment grade bonds, or a mixture of both depending on the strategy selected by clients and their financial advisors.	Finance
Xavier University Xavier University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Cincinnati (Ohio) University of Cincinnati (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Cincinnati Financial Corp. (Investment Portfolio) Cincinnati Financial Corp. (Investment Portfolio) Investment ManagersFinance CFC-IP focuses on investments in well-managed, high-quality US companies with proven success and regular dividend increases. The majority of the market value of their investment portfolio is made up of common stocks and convertibles.	Finance