Johnson Investment Counsel
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Johnson Investment Counsel Employees
University of Dayton Flyer Investment Fund August 2013 - December 2013
Johnson Investment Counsel June 2013 - December 2013
Johnson Investment Counsel January 2012 - August 2012
Johnson Investment Counsel June 2011 - August 2011
St Julian Wine Company April 2010 - August 2010
St Julian Wine Company June 2009 - August 2009
Skills
Financial Analysis, Microsoft Excel, Bloomberg, Microsoft Word, Portfolio Management, Microsoft Office, Bloomberg Terminal, PowerPoint, Customer Service, Strategic Financial..., Research, Portfolio Performance..., Investment Portfolio, Model Portfolios, Baseline Financial..., FactSet Financial..., Equity Research, Equity Trading, Buy Side Analysis, Trade Execution, Top Down Equity Research, Bottom Up Equity..., Time Management, Finance
Education
University of Dayton 2009 — 2013
Bachelor's degree Business Administration, Business Economics and Finance, 3.36
William Blair & Company January 2014 - Present
Fifth Third Bank June 2013 - December 2013
Johnson Investment Counsel June 2010 - August 2012
Ohio National Financial Services December 2009 - December 2009
Education
University of Cincinnati 2009 — 2013
Bachelor of Business Administration, Finance and Business Economics, 3.96
Johnson Investment Counsel April 2009 - Present
Mead, Adam & Co. September 2001 - April 2009
Ernst & Young LLP Consulting July 1997 - September 2001
Alcoa June 1995 - June 1997
Education
Carnegie Mellon University 1991 — 1995
B.S.
Charleroi H.S.
Johnson Investment Counsel April 2013 - Present
Johnson Investment Counsel June 2010 - Present
JPMorgan Chase December 2008 - May 2010
National City Bank December 2007 - November 2008
National City Bank July 2006 - November 2007
Procter & Gamble 2002 - 2004
Skills
Banking, Customer Service, Investments, Cost Basis Reporting, Analysis, Microsoft Office, Bloomberg, Account Reconciliation, Communication, Financial Policies &..., SharePoint, Client Service Oriented
Education
University of Notre Dame 2002 — 2006
BBA, Finance
Milacron May 2015 - Present
Johnson Investment Counsel December 2014 - May 2015
Johnson Investment Counsel January 2013 - December 2014
Skills
Technical Support, Servers, SharePoint, Infrastructure, Microsoft Office, Microsoft Excel, Time Management, Social Networking, Networking, Active Directory, Microsoft Office 365, Remote Desktop, VMware vCenter, vCenter Server, Veeam, Trend Micro Anti-Virus, Cisco Call Manager, VMware View, Microsoft Word, Leadership, Public Speaking, Social Media, Teamwork, Event Planning, Customer Service
Education
University of Cincinnati College of Business 2012 — 2017
Bachelor's Degree, Computer and Information Systems Security/Information Assurance
Seton High School 2008 — 2012
High School
Great American Insurance September 2014 - Present
BMW Group May 2014 - July 2014
Johnson Investment Counsel May 2013 - August 2013
GE Aviation January 2013 - May 2013
University of Cincinnati August 2012 - December 2012
Skills
Project Management, PowerPoint, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of Cincinnati 2011 — 2015
Finance, Finance, General
University of Cincinnati College of Business 2011 — 2015
Information Systems
Oak Hills High School 2007 — 2011
Johnson Investment Counsel May 2013 - Present
Johnson Investment Counsel February 2013 - April 2013
Johnson Investment Counsel August 2007 - February 2013
Toyota September 2006 - March 2007
Procter & Gamble April 2005 - December 2005
Skills
Microsoft Office, Financial Analysis, Customer Service, Bloomberg Terminal, Thompson, Morningstar, Portfolio Management, Asset Allocation, Wealth Management, Retirement Planning, Microsoft Excel, Strategic Planning, Securities, Asset Management, Equities, Investments
Education
University of Cincinnati 2002 — 2007
Bachelors, Finance & International Business
EyeMed Vision Care June 2015 - Present
Johnson Investment Counsel September 2014 - December 2014
General Cable January 2014 - July 2014
Achieva Group Returns July 2013 - September 2013
General Cable May 2013 - August 2013
Coney Island Amusement Park August 2010 - October 2011
Skills
Social Media, Facebook, Event Planning, Public Speaking, PowerPoint, Time Management, Social Networking, Marketing, Advertising, Teamwork, Research, Public Relations, Customer Service, Prezi, Microsoft Office, Microsoft Excel, Microsoft Word, Video Editing, Video Production, Photoshop
Education
University of Cincinnati College of Business 2012 — 2017
Marketing, 3.957 GPA
Anderson High School 2008 — 2012
Graduated, 4.02 Weighted GPA
Johnson Investment Counsel November 2014 - Present
Johnson Investment Counsel June 2011 - Present
Robert W. Baird & Co. June 2009 - June 2011
Skills
Bloomberg, Fixed Income, Portfolio Management, Investments, VBA
Education
University of Cincinnati 2004 — 2008
Bachelors, Finance
Johnson Investment Counsel 1988 - Present
University of Cincinnati 1999 - 2006
Education
University of Cincinnati 1996 — 1999
Master of Business Administration (MBA)
University of Dayton 1984 — 1988
Bachelor of Science (BS), Finance
Elder High School 1980 — 1984
Johnson Investment Counsel July 2013 - Present
Stephens Inc. June 2011 - June 2013
Citi June 2010 - August 2010
Corporate One FCU April 2008 - July 2009
Corporate One FCU January 2006 - April 2008
Skills
Investments, Financial Modeling, Finance, Equities, Financial Analysis, Equity Research, Valuation, Securities, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Finance / Corporate Strategy
Ohio University 2001 — 2005
BBA, Finance / Business Pre-Law
Johnson Investment Counsel September 2013 - Present
Victory Capital Management June 2012 - August 2012
Education
Ohio University 2010 — 2013
BBA, Accounting, Finance
Johnson Investment Counsel April 2004 - Present
The Advisory Team February 2003 - April 2004
Foster and Motley, Inc. June 2001 - January 2003
Arthur Andersen & Co. June 1999 - June 2001
Skills
Finance, Wealth Management, Portfolio Management, Estate Planning, Retirement Planning, Asset Management, Strategic Financial..., Financial Analysis, Asset Allocation, Investments, Tax Preparation, Financial Reporting, Wealth Management..., Asset Managment, Accounting, Bloomberg, Fixed Income, Financial Planning
Education
Thomas More College 1995 — 1999
BA, Accounting, Business Administration
St. Mary's grade school
Johnson Investment Counsel July 2015 - Present
Johnson Investment Counsel July 2013 - Present
Johnson Investment Counsel January 2011 - July 2013
Fidelity Investments September 2009 - January 2011
Fidelity Investments May 2006 - September 2009
Skills
Fixed Income, Portfolio Management, Investments, Bloomberg, Equities
Education
Miami University 2001 — 2005
Marketing, Entrepreneurship
Sims Investment Management June 2014 - Present
The Office of Recreational Sports - Rockne Memorial Gym August 2012 - April 2014
Johnson Investment Counsel May 2013 - August 2013
Skills
Financial Analysis, Public Speaking, Bloomberg Terminal, Microsoft Office, Time Management, Collaboration, Market Research, Finance
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Saint Xavier High School 2006 — 2010
High School Diploma
Johnson Investment Counsel 2009 - Present
Mead, Adam and Co. 2002 - 2009
PNC Bank, Columbus, Ohio and Cincinnati, Ohio May 1987 - October 2002
Skills
Portfolio Management, Bloomberg, Asset Management, Equities, Asset Allocation, Fixed Income, Investments, Wealth Management, Equity Research, Valuation, Bonds, Financial Modeling
Education
Xavier University 1986 — 1987
Master of Business Administration (MBA), Finance
University of Cincinnati 1980 — 1984
Bachelor of Business Administration (BBA), Marketing
First Financial Bank February 2013 - Present
RiverPoint Capital Management, Inc. November 2006 - February 2013
Summit Investment Partners December 2003 - November 2006
Johnson Investment Counsel June 2001 - December 2003
Skills
Portfolio Management, Technical Analysis, Equity Research Analysis, Fixed Income Analysis, Fixed Income Portfolio..., Equity Research, Fixed Income, Equities, Asset Allocation, Investment Management
Education
University of Cincinnati 2000 — 2001
MBA w/ Honors, Finance
Miami University 1996 — 1999
BS, Finance & Business Economics
Johnson Investment Counsel September 2008 - Present
Johnson Investment Counsel June 1997 - September 2008
US Bank 1991 - 1997
Skills
Equities, Portfolio Management
Education
University of Cincinnati 1986 — 1991
BBA, Finance
University of Cincinnati College of Business 1986 — 1991
BBA, Finance
Tastefully Simple February 2009 - Present
DSS Sweeping Service, Inc. January 2015 - Present
DSS Sweeping Service, Inc. May 2014 - January 2015
Accounttemps March 2013 - January 2015
T&T Graphics May 2013 - October 2013
Johnson Investment Counsel March 2008 - May 2010
US Navy February 1986 - January 1997
University of Puerto Rico - A&M Campus Library September 1982 - August 1985
Skills
Benefits Administration, Outlook, Employee Benefits, Integration, Time Management, Program Management, SAP, Administrative..., Accounting, Microsoft Office 2007, Banking, Access, Office Management, Microsoft Word, Employee Training, Financial Analysis, Office Administration, Financial Reporting, Written Communication, PowerPoint, Software Documentation, Project Planning, Volunteer Management, Nonprofits, Invoicing, Payroll, Microsoft Office, Customer Service, Microsoft Excel, General Ledger, Team Building, Accounts Receivable, Data Entry, Analysis, Team Leadership, Accounts Payable, Management, Microsoft PowerPoint
Education
University of Puerto Rico-Mayaguez 1980 — 1985
Bachelor of Business Administration (BBA), Accounting
The PrivateBank October 2014 - Present
The PrivateBank March 2014 - September 2014
The PrivateBank July 2012 - March 2014
Bahl & Gaynor Investment Counsel February 2010 - June 2012
Citi June 2011 - August 2011
Johnson Investment Counsel September 2009 - December 2009
Skills
Financial Statement..., Financial Analysis, Corporate Finance, Credit, Financial Modeling, Banking, Commercial Banking
Education
University of Cincinnati College of Business 2007 — 2012
BBA, Finance, Business Economics
Beijing Jiaotong University
DJT Financial July 2009 - Present
DJT Financial 2009 - Present
Johnson Investment Counsel September 1992 - June 2007
Johnson Mutual Funds 1992 - 2004
Skills
Investments, Portfolio Management, Investment Advisory, Mutual Funds, Bonds, Finance, Fixed Income, Strategic Planning, Wealth Management, Stocks, Wealth, Retirement Planning, Asset Management, Insurance, Asset Allocation, Financial Services, ETFs, Equity Management, Financial Reporting, Financial Planning, Financial Analysis
Education
Certified Financial Planner
CFP
Chartered Financial Analyst
CFA
Northern Illinois University
Business, Finance, 3.92 GPA
University of Kentucky
BS, Business-Finance, 4.0 Graduated with Highest Honors
Bam! Pow! Software Solutions, LLC January 2014 - Present
Pluralsight 2014 - Present
Johnson Investment Counsel February 2013 - December 2013
Johnson Investment Counsel October 2003 - February 2013
Johnson Investment Counsel July 1994 - October 2003
Skills
ASP.NET, IT Management, JavaScript, IT Strategy, Visual Studio, Visual Basic, Software Development, Business Analysis, Project Management, Database Modeling, Website Development, Communication, T-SQL, HTML, CSS, ASP, Microsoft SQL Server, XML, XSL, Technology Planning, Investments
Education
University of Cincinnati College of Business 1990 — 1994
Bachelor of Business Administration (BBA), Management Information System
C-Change 2008 — 2008
Self May 2014 - Present
Belvoir Pet Hospital February 2006 - Present
Spero Smith Investment Advisers April 1998 - February 2006
Johnson Investment Counsel August 1994 - December 1997
Skills
Certified Financial..., Investments, Portfolio Management, Asset Allocation, Investment Advisory, Investment Strategies, Asset Managment, Wealth Management, Mutual Funds, Strategic Financial..., Retirement Planning, ETFs, Investment Management, Series 7, Series 63, Retirement
Education
Miami University 1987 — 1991
BS, Finance
Sycamore High School 1983 — 1987
Fifth Third Bank January 2015 - Present
Fifth Third Bank May 2014 - July 2014
Johnson Investment Counsel January 2013 - April 2013
Cincinnati Bell March 2012 - August 2012
University of Cincinnati September 2011 - March 2012
Skills
Mathematica, Student Affairs, Tutoring, Leadership, Student Development, Higher Education, Marketing, Microsoft Office, Public Speaking, Communication Skills, Advertising, CRM, Data Analysis, Time Management, Team Management, Mentoring, Event Planning, Communication
Education
University of Cincinnati 2010 — 2014
Bachelor's Degree, Operations Management & International Business
Centerville High School 2006 — 2010
Honors Diploma
Fund Evaluation Group May 2014 - Present
MRM Capital February 2013 - May 2013
Taft Museum of Art September 2012 - December 2012
Johnson Investment Counsel June 2012 - August 2012
Fifth Third Asset Management January 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Investments, Teamwork, Portfolio Management, Customer Service, CRM, Morningstar, Coates Analytics, Bloomberg Terminal
Education
University of Cincinnati 2009 — 2013
Bachelor of Arts (B.A.), Art History
University of Cincinnati 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Johnson Investment Counsel March 1999 - Present
Skills
Bloomberg, Fixed Income, Portfolio Management, Investments, Asset Management, Wealth Management, Bonds, Microsoft Excel, Microsoft Office, Asset Allocation, PowerPoint, Fixed Income Analysis, Investment Management, Chartered Financial..., Hedge Funds, Capital IQ, Bloomberg Terminal
Education
Miami University 1993 — 1997
BS, Finance & Accounting
Moeller High School 1989 — 1993
Houlihan Lokey July 2011 - August 2014
Houlihan Lokey June 2010 - August 2010
Skylight Capital September 2009 - February 2010
Johnson Investment Counsel September 2008 - December 2008
Skills
Finance, Financial Modeling, Mergers & Acquisitions, Valuation, Investment Banking, Private Equity, Corporate Finance, Investments, Shareholder Activism, Corporate Governance
Education
University of Cincinnati College of Business 2006 — 2011
Finance
Johnson Investment Counsel February 2014 - Present
RiverPoint Capital Management, Inc. February 2005 - February 2014
Mariemont City School District December 2003 - February 2005
Ohio University - Communication Network Services November 2001 - June 2003
Education
Ohio University 1999 — 2003
Bachelor's degree, Information Systems
Anderson High School
Johnson Investment Counsel April 1999 - Present
Education
University of Cincinnati 1991 — 1995
Bachelor of Arts (B.A.), Mathematics
theSkimm May 2014 - Present
Lindner Honors-PLUS May 2013 - Present
Kellogg Company May 2015 - August 2015
Johnson Investment Counsel January 2015 - May 2015
Nielsen May 2014 - August 2014
Nielsen June 2012 - December 2013
Lindner College of Business October 2012 - December 2012
Cincinnati Marlins West February 2010 - June 2012
LaRosa's March 2009 - August 2010
Skills
Social Media, Microsoft Excel
Education
University of Cincinnati 2011 — 2016
Marketing, Business Analytics
Seton High School 2007 — 2011
Johnson Investment Counsel 2001 - Present
Ohio National Financial Services 2000 - 2001
Ohio Casualty Group 1994 - 2000
Education
Denison University 1987 — 1991
BA, Economics
Miami University
Master of Business Administration (MBA), Finance
John D. Dovich & Associates, LLC March 2013 - Present
PNC Wealth Management November 2011 - March 2013
Bartlett & Co. October 1999 - November 2011
St. Joseph Home of Cincinnati October 2003 - October 2009
Johnson Investment Counsel June 1987 - September 1999
Skills
Investments, Portfolio Management, Investment Strategies, Asset Managment, Asset Management, Strategic Financial..., Wealth Management, Securities, Investment Management, Finance, High Net Worth..., Asset Allocation, Mutual Funds, Investment Advisory, Equity Research
Education
University of Cincinnati College of Business 1981 — 1986
B.B.A. in Finance
The Trust Company of Virginia April 2013 - February 2015
Ropes & Gray LLP November 2011 - December 2012
Johnson Investment Counsel August 2007 - August 2011
Morgan Stanley August 2004 - August 2007
Fifth Third Bank November 2001 - August 2004
Education
Ohio Wesleyan University 1992 — 1996
Bachelor of Arts
Luxottica Group June 2015 - Present
University of Cincinnati August 2012 - Present
Johnson Investment Counsel August 2014 - December 2014
Southern Adhesives & Coatings January 2014 - April 2014
The Goering Center for Family and Private Business October 2013 - December 2013
CincyTech USA June 2013 - August 2013
Skills
Team Leadership, Public Speaking, Intellectually Curious, Adaptive Learning, Critical Thinking
Education
University of Cincinnati College of Business 2012 — 2017
Bachelor’s Degree, Finance & Entrepreneurship
Johnson Investment Counsel May 2015 - Present
Chubb April 2012 - April 2015
Ohio Casualty Group June 2009 - April 2012
Scottrade June 2008 - November 2008
Skills
Portfolio Management, Technical Analysis, Fundamental Analysis, Behavioral Finance, Fixed Income Analysis, Monte Carlo Simulation, Underwriting, Financial Analysis, Insurance, General Insurance, Commercial Insurance, Liability, Casualty, Professional Liability, Property & Casualty..., Umbrella Insurance, Commercial Lines, Legal Liability, Employment Practices...
Education
University of Cincinnati 2014 — 2015
Master's of Science in Finance, Investment Management
Miami University 2005 — 2009
BS, Finance
Insomnia Cookies August 2015 - Present
Johnson Investment Counsel July 2015 - Present
Romano's Macaroni Grill September 2013 - Present
Education at Work May 2014 - February 2015
Education at Work May 2014 - February 2015
Skills
Customer Service, Microsoft Excel, Marketing, Social Media, Microsoft Word, Strategic Planning, Outlook, Research, Public Speaking, Sales, Microsoft Office, PowerPoint, Marketing Strategy, English, Budgets, Negotiation, Windows, Teaching, HTML, Problem Solving, Skilled Multi-tasker
Education
University of Cincinnati 2012 — 2016
Bachelor of Business Administration (BBA), Marketing, Senior
Miami University-Middletown 2010 — 2012
post secondary courses, undecided
Middletown High School 2008 — 2012
Johnson Investment Counsel May 2015 - Present
University of Cincinnati College of Business June 2014 - May 2015
University of Cincinnati Ticket Office August 2013 - December 2013
Education
University of Cincinnati College of Business 2014 — 2015
Master's Degree, Finance
University of Cincinnati College of Business 2010 — 2014
Bachelor's Degree, Finance
University of Cincinnati College of Business 2010 — 2014
Bachelor's Degree, Real Estate
Providence Equity Partners August 2015 - Present
Needham & Company July 2013 - July 2015
Alpine Investors September 2011 - August 2012
Johnson Investment Counsel March 2010 - June 2011
Medpace June 2009 - September 2009
Skills
Microsoft Office, Industry Research, Industry Analysis, Excel, PowerPoint, Capital IQ, Bloomberg, Morningstar
Education
University of Cincinnati College of Business 2008 — 2013
Bachelor of Business Administration (BBA), Finance, 3.95/4.00
Xavier University August 2007 - Present
Cincinnati State January 2006 - August 2007
Johnson Investment Counsel December 2000 - May 2005
Skills
Student Counseling, Student Financial Aid, Processing Accounts, Account Reconciliation, High Level Of..., Collaborative Problem..., College Recruiting, Microsoft Office, Interdepartmental..., Team Building, Recruiting, Editing, Academic Advising, Staff Development, Human Resources, Management, Grants, Leadership Development, Higher Education, Data Analysis, Fundraising
Education
Xavier University 2008 — 2010
Master of Education (M.Ed.), Educational Leadership and Administration, General
University of Cincinnati 2000 — 2005
Certificate of Human Resources Management
University of Cincinnati 1985 — 1989
Bachelor of Arts (B.A.), Psychology
TradeGlobal January 2015 - Present
Supply Dynamics December 2012 - December 2014
Supply Dynamics April 2012 - December 2012
Johnson Investment Counsel August 2011 - December 2011
Beverly Corsmeier Real Estate September 2010 - December 2011
Skills
Entrepreneurship, Business Development, Financial Analysis, Management, New Business Development, Microsoft Office, Strategic Planning, Social Media Marketing, Business Strategy, Leadership, Negotiation, Sales, QuickBooks, Financial Modeling, Competitive Analysis, Financial Risk..., Microsoft Dynamics, MailChimp, Program Management, Analysis, Project Management, Risk Management, Product Development
Education
University of Cincinnati College of Business 2009 — 2012
Bachelor of Business Administration (BBA), Finance & Entrepreneurship, 3.803 - Magna Cum Laude
Johnson Investment Counsel March 2015 - Present
Johnson Investment Counsel October 2009 - Present
AXA Advisors July 2007 - October 2009
Skills
Wealth Management, Morningstar
Education
Miami University 2004 — 2007
Business, Finance, Accounting
Johnson Investment Counsel June 2015 - Present
Nike August 2014 - May 2015
Sogeti Group June 2014 - August 2014
Skills
Fitness, Marketing, Nutrition, Time Management, Social Networking, Public Speaking, Advertising, Teamwork, Leadership, Social Media Marketing, Finance, Google Analytics, Search Engine..., Website Optimization, Strategic Planning
Education
University of Dayton 2011 — 2015
Bachelor’s Degree, Marketing & Finance
Archbishop Moeller High School 2007 — 2011
High School
Johnson Investment Counsel August 2013 - Present
Johnson Investment Counsel January 2012 - May 2013
Great American Insurance July 2009 - December 2012
Skills
Financial Analysis, Portfolio Management, Wealth Management, Data Analysis, Investments, Retirement Planning, Financial Modeling, Bloomberg, Asset Allocation
Education
University of Cincinnati College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Citi August 2014 - Present
PNC May 2013 - August 2014
Merrill Lynch January 2011 - June 2011
Johnson Investment Counsel March 2010 - September 2010
Skills
Financial Modeling, Investments, Portfolio Management, Financial Analysis, Investment Banking, Management, Bloomberg Terminal, Strategic Planning, Bloomberg, Finance, Leadership, Fixed Income, Valuation, Corporate Finance, Strategic Financial..., Programming Languages, Java, Python
Education
University of Cincinnati College of Business 2008 — 2013
Carl H. Linder Honors PLUS - Bachelor of Business Administration (BBA), Finance, Information Systems
St. Xavier High School 2004 — 2008
Grand Sierra Resort August 2014 - Present
Penn National Gaming January 2014 - August 2014
Penn National Gaming 2012 - January 2014
The Eisen Agency May 2011 - August 2011
Johnson Investment Counsel May 2011 - August 2011
Starboard Strategy Corporation May 2007 - June 2011
Penn National Gaming May 2010 - October 2010
University Directories May 2009 - August 2009
Coach June 2007 - January 2008
Don Schumacher & Associates, Inc. 2006 - 2007
Skills
Facebook, Twitter, FourSquare, Microsoft Office, Adobe Acrobat, Keyboard Skills, Wordpress, Design, WordPress, Foursquare, Marketing, Event Planning, Editing, Time Management, Sales, Social Media, Public Relations, Advertising
Education
Bowling Green State University 2007 — 2012
Bachelors, Sport Marketing
Colerain High School 2003 — 2007
Self-employed July 2012 - Present
Faegre Baker Daniels LLP August 2012 - May 2015
Northfield Historical Society January 2012 - July 2012
Johnson Investment Counsel June 2011 - August 2011
Northfield Historical Society January 2011 - January 2011
City Gospel Mission June 2009 - August 2009
College Hill Presbyterian Church June 2008 - August 2008
Skills
Project Management, Employment-based..., Research, Legal Research, Cello
Education
St. Olaf College 2008 — 2012
Bachelor of Arts, History and American Racial and Multicultural Studies (ARMS)
University of Cape Town 2011 — 2011
Bachelor of Arts, History and Sociology
Walnut Hills High School 2004 — 2008
High School
Sims Investment Management, LLC December 2013 - Present
Financial Planning Association (FPA) 2014 - 2014
Valhalla Investment Advisory June 2012 - November 2013
Johnson Investment Counsel June 2009 - June 2012
University of Cincinnati 2006 - August 2011
Ward Group March 2008 - September 2008
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, Investments, Portfolio Management, Equities, Fixed Income, PowerPoint, Asset Managment, Bloomberg, Microsoft Office
Education
University of Cincinnati 2006 — 2011
BBA, Financa
University of Cincinnati College of Business 2006 — 2011
Bachelor of Business Administation, Finance and Real Estate
Johnson Investment Counsel Operations AssociateJohnson Investment CounselSeptember 2010 - April 2015
Bowling Portfolio Management, LLC January 2005 - July 2010
Miami University Office of Residence Life January 2008 - May 2010
Miami University Student Counseling January 2006 - May 2010
UBS Financial June 2009 - August 2009
PNC Bank June 2007 - August 2007
Education
Miami University 2006 — 2010
B.A., Accounting
Johnson Investment Counsel August 2003 - Present
Huntington National Bank September 2001 - July 2003
Gradison McDonald Trust May 1994 - September 2001
Ameritrust Company (kna Key Bank) August 1988 - May 1994
Central Trust Company (kna PNC Bank) June 1979 - August 1988
Education
Northern Kentucky University
Fifth Third Bank June 2014 - Present
Hyde Park CG January 2013 - June 2014
Johnson Investment Counsel June 2013 - January 2014
University of Cincinnati January 2011 - January 2013
Skills
Public Speaking, Microsoft Excel, Customer Service, Financial Analysis, Commercial Real Estate, Finance, Loans, Research, Market Research, Due Diligence, Underwriting, Advertising, Leadership Development, Teamwork, Capital Markets, Financial Modeling
Education
University of Cincinnati 2010 — 2013
Bachelor of Arts (BA), Finance 3.81/4.0 GPA, General, 3.53/4.0 GPA
American International School of Guangzhou 2007 — 2010
High School Diploma
Compass Partners Advisors, LLP May 2015 - Present
Fifth Third Bank January 2015 - May 2015
Johnson Investment Counsel August 2013 - August 2014
Johnson Investment Counsel June 2012 - August 2014
Skills
Bloomberg Terminal, Microsoft Excel, Morningstar, PowerPoint, Microsoft Office, Research, Factset, Microsoft Word, ThomsonOne, Capital IQ, Portfolio Management, Investments
Education
University of Cincinnati 2011 — 2016
Bachelor of Business Administration (B.B.A.), Finance, Business Analytics, Economics, 4.0/4.0
Covington Catholic High School 2007 — 2011
Valedictorian
Macy's October 2014 - Present
Building Blocks for Kids March 2007 - Present
Kindervelt of Cincinnati Children's Hospital Medical Center 1997 - Present
Macy's June 2014 - October 2014
Macy's June 2013 - June 2014
Meyer Capital Management Inc. February 2001 - June 2013
Johnson Investment Counsel February 1998 - December 2000
Pacholder Associates May 1994 - February 1998
Skills
Portfolio Management, Non-profits, Management, Investments, Investment Advisory, Nonprofits, Finance, Strategic Financial..., Analysis, Insurance, Policy, Training, Credit, Customer Service
Education
College for Financial Planning 2006 — 2008
N/A, Certified Financial Planner Program
Xavier University 1990 — 1994
BS, Psychology
William Mason High School
Johnson Investment Counsel May 2015 - Present
Sea Ray of Cincinnati June 2014 - August 2014
Skills
Microsoft Word, Public Speaking, Social Media, Tutoring, PowerPoint, Microsoft Excel, Teamwork
Education
University of Cincinnati College of Business 2014 — 2019
Finance
Affordable Language Services February 2013 - Present
Fairview German Language School and Great Valley Sr. High School September 2004 - Present
Johnson Investment Counsel October 2011 - October 2012
University of Maryland UC, Schwaebisch Gmuend, Germany Campus September 1994 - April 1997
Skills
Recruiting, Public Relations, Trade Shows, International Operations, Cross Cultural..., Event Planning, Interpreting, International Exchange, Presentations, Public Speaking, Training, Internal Liaison, Fundraising, Microsoft Office, Outlook, Microsoft Word, Research, Legal Translation, Language Services, Community Outreach
Education
University of Delaware
B.A. - Public Relations and Intercultural Communication emphasis, German minor
JP Morgan Asset Management September 2010 - Present
Johnson Investment Counsel September 2008 - September 2010
Johnson Investment Counsel January 2008 - September 2008
Skills
Fixed Income, Bloomberg, Trading, Financial Analysis, Capital Markets
Education
University of Cincinnati 2003 — 2007
BBA, Finance
Johnson Investment Counsel September 1994 - Present
Skills
Portfolio Management, Investments, Asset Management, Asset Allocation, Financial Analysis, Financial Modeling, Equity Research, Valuation, Bloomberg, Data Analysis
Education
University of Kentucky 1989 — 1991
BBA, Finance and Economics
Covington Latin School 1983 — 1987
Johnson Investment Counsel May 1999 - Present
Education
University of Kentucky 1994 — 1998
BS, Consumer Studies/Business
Johnson Investment Counsel 1986 - Present
Education
University of Cincinnati College of Business 1970 — 1975
Johnson Investment Counsel May 2002 - Present
Education
Embry-Riddle Aeronautical University 1990 — 1992
MBA, Aviation
The Ohio State University 1982 — 1986
BA, History
Johnson Investment Counsel May 2012 - Present
Fund Evaluation Group 2005 - 2008
Education
McGill University 1995 — 1998
UTMB September 2012 - Present
NASA May 2013 - July 2013
TechSolve September 2010 - January 2012
University of Cincinnati, Carl H. Lindner Honors-PLUS Program September 2005 - June 2010
University of Cincinnati - College of Business September 2005 - June 2010
Johnson Investment Counsel January 2008 - June 2009
Credit Suisse 2006 - 2006
Skills
Public Speaking, Leadership, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Adobe Creative Suite, Photoshop, Research, Social Media, Event Planning, Data Analysis, Financial Analysis, Customer Service, Investments, Valuation, Market Research
Education
The University of Texas Medical Branch at Galveston 2012 — 2016
Doctor of Medicine (M.D.), Medicine
University of Cincinnati 2005 — 2010
Finance, Entrepreneurship, Pre-med, Magna Cum Laude
Health Careers High School 2001 — 2005
High School Diploma
Johnson Investment Counsel April 1996 - Present
Education
University of Kentucky 1979 — 1982
Johnson Investment Counsel May 2014 - Present
Mellott & Mellott, P.L.L July 1986 - May 2014
Skills
Accounting, Microsoft Word, Payroll, Financial Reporting, Microsoft Office, Leadership, General Ledger, Recruiting, Strategic Planning, Microsoft Excel, Auditing, Peachtree, Human Resources, Forecasting, QuickBooks, Budgets, Tax, Financial Analysis
Education
University of Cincinnati College of Business 1983 — 1984
Oak Hills High School - Cincinnati, OH 1978 — 1982
Johnson Investment Counsel
Education
University of Cincinnati College of Business 1988 — 1994
Microsoft November 2013 - Present
Microsoft September 2010 - Present
Microsoft Corporation September 2005 - September 2010
Microsoft June 2002 - September 2005
Microsoft September 2000 - June 2002
I.S. Research, Inc. 1997 - 2000
Johnson Investment Counsel 1987 - 1992
Skills
Cloud Computing, Solution Architecture, Agile Methodologies, IT Strategy, Online Advertising, Enterprise Software, Microsoft Technologies, Business Intelligence, SaaS, Enterprise Architecture, Solution Selling, Software Development, SOA, Sales Operations, Security, Consulting
Education
University of Cincinnati 1985 — 1990
BBS, Information Systems and Accounting
Johnson Investment Counsel November 2010 - Present
Education
University of Cincinnati 1988 — 1992
Bachelor of Business Administration, Marketing/Management
Johnson Investment Counsel July 2001 - Present
Photography by Fig 2005 - 2014
Photography by Fig 2005 - 2014
Gradison McDonald Investments, a division of KeyCorp 1986 - 2001
Skills
Business Analysis, Equities, Mutual Funds, Investments
Education
Xavier University - Williams College of Business 1989 — 1993
MBA, Finance Concentration
Northern Kentucky University 1982 — 1986
BS, Marketing
Johnson Investment Counsel November 1996 - Present
Wooster Tavern 2008 - 2012
Skills
Portfolio Management, Valuation, Equity Research, Fixed Income, Investments, Equities, Financial Analysis, Excel, Analysis, Fundamental Research, Investment Strategies, Financial Markets, Industry Research, Economics, Financial Reporting, Financial Modeling, Forecasting, Budgeting, Asset Management, Bloomberg, Corporate Finance, Equity Valuation, Industry Analysis, Factset, Bloomberg Terminal, Security Analysis
Education
University of Wisconsin-Madison - School of Business 1994 — 1996
MBA, Finance
University of Cincinnati 1990 — 1994
Bachelor, Economics
Federal Home Loan Bank of Cincinnati August 2012 - Present
Johnson Investment Counsel September 2007 - August 2012
Business Integration Group May 2011 - August 2011
Skills
Software Engineering, ASP.NET, ASP.NET MVC, C#, JavaScript, jQuery, jQuery UI, VB.NET, Microsoft SQL Server, T-SQL, SSIS, SSRS, Visual Studio, TFS, Subversion, Git, Github, HTML, CSS, XML, LINQ, ASP, .NET
Education
University of Cincinnati 1996 — 2001
BS, Computer Engineering
Johnson Investment Counsel January 2012 - Present
BNY Mellon Wealth Management June 2008 - November 2011
Kiwanis Club of Columbus 2008 - 2010
Insight bank April 2007 - May 2008
Commercial Savings Bank May 2003 - March 2007
The Fahey Banking Company March 1997 - April 2003
Skills
Wealth Management, Business Development, Portfolio Management, Sales, Investments, Banking, Strategic Planning, Financial Analysis, Asset Management, Strategic Financial..., Risk Management, Equities, Finance, Financial Modeling, Relationship Management, Fixed Income, Asset Allocation, Financial Services
Education
The Ohio State University
Business / Marketing
CliftonHousing.com May 2011 - Present
GFG Capital 2007 - 2008
Johnson Investment Counsel June 2006 - August 2006
Skills
Portfolio Management, Financial Analysis, Investments, Due Diligence, Asset Allocation, Mutual Funds, Management, Financial Risk, Economics, Investment Properties, Property Management, Quantitative Analytics, Real Estate, Real Estate Economics, Asset Management, Valuation, Financial Modeling
Education
University of Cincinnati College of Business 2008 — 2009
Master's Degree, Accounting
University of Pennsylvania - The Wharton School 2003 — 2007
BSE, Major in Finance, Minor in Mathematics
Johnson Investment Counsel June 2014 - Present
University of Cincinnati September 2002 - Present
University of Cincinnati 1991 - May 2015
University of Cincinnati, Lindner College of Business September 1997 - September 2002
University of Cincinnati September 1985 - September 1991
University of Cincinnati September 1981 - September 1985
KPMG 1979 - 1981
Skills
Cost Accounting, Financial Analysis, Higher Education, Microsoft Excel, Coaching, Microsoft Office, Leadership, Small Business, Microsoft Word, Statistics, Statistical Modeling, Accounting, Data Analysis, Tax, Critical Thinking, Due Diligence, Nonprofits, Budgets, Financial Modeling, Teamwork, QuickBooks, Mergers, CPA, Internal Controls, Tax Preparation, Leadership Development, Research, Managerial Finance, Financial Reporting, Non-profits, Time Management, Community Outreach, PowerPoint, Finance, Analysis, Entrepreneurship, Teaching, Corporate Finance, Curriculum Development, SAP, Public Speaking, College Teaching, Alumni Relations, Financial Accounting, Strategic Planning, Financial Statements, Internal Audit, Auditing, Valuation, Customer Service
Education
University of Cincinnati, Lindner College of Business 1981 — 1986
MBA, PhD, Accounting
University of Louisville 1976 — 1979
BSC, Accounting
Johnson Investment Counsel January 2009 - Present
Johnson Investment Counsel April 2008 - January 2009
Fifth Third Bank January 2007 - April 2008
US Bank 2004 - 2007
Education
University of Cincinnati
Bachelor of Arts, Political Science
Johnson Investment Counsel August 2014 - Present
PNC Wealth Management April 2012 - August 2014
Bourland, Wall & Wenzel, P.C. September 2007 - April 2012
Commonwealth of Kentucky May 2004 - December 2004
Skills
Estate Planning, Trusts, Wills, Estate Tax Planning, Estate Administration, Asset Protection, High Net Worth..., Corporate Law, Powers of Attorney, Succession Planning, Estate Law, Charities, Business Formation, Financial Planners, Tax, Retirement Planning, Wealth, Investments, Legal Research, Legal Writing, Insurance, Financial Advisory, Legal Documents, Policy, Westlaw, Financial Analysis, Courts, Public Speaking, Nonprofits, Public Policy, Tax Law, Strategic Financial..., Wealth Management..., Strategic Communications, Financial Planning
Education
Baylor University School of Law 2005 — 2007
J.D.
University of Kentucky 2000 — 2004
B.A. (summa cum laude), Political Science
Boone County High School
Johnson Investment Counsel March 2015 - Present
Johnson Investment Counsel February 2013 - March 2015
Johnson Investment Counsel June 2010 - February 2013
Johnson Investment Counsel March 2007 - June 2010
Skills
Investments, Bloomberg, Portfolio Management, Financial Analysis, Asset Management, Valuation, Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Morningstar, Asset Allocation, Fixed Income
Education
University of Cincinnati 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Business Economics, Entrepreneurship and Family Business, Summa Cum Laude
Johnson Investment Counsel 1994 - 2013
Pacholder Associates 1987 - 1994
Skills
Investments, Portfolio Management, Asset Management, Strategic Financial..., Asset Managment, Wealth Management, Financial Modeling, Financial Analysis, Fixed Income, Microsoft Excel, Valuation
Education
Miami University 1985 — 1987
Masters, Finance
Miami University 1981 — 1985
Bachelor of Science (B.S.), Manufacturing Engineering
Johnson Investment Counsel June 2010 - Present
Skills
Bloomberg Terminal, Microsoft Excel, Morningstar
Education
University of Cincinnati College of Business 2005 — 2010
Bachelor of Business Administration (BBA), Finance
Johnson Investment Counsel 2008 - Present
Education
University of Cincinnati
Bachelor of Arts (BA), Business Economics
Independent Marketing Consultant August 2012 - Present
Self Employed - Marketing January 2006 - Present
Ipsos 2006 - Present
Moms4FamilyTV June 2010 - April 2012
Johnson Investment Counsel October 1999 - April 2002
Skills
Social Media Marketing, Facebook Marketing, Constant Contact, Email Marketing, Facebook, Marketing Communications, Public Relations, Marketing, Newsletters, Sales, Community Outreach, Brand Awareness, Small Business, Marketing Strategy, Marketing Research, Customer Service
Education
Miami University 1991 — 1995
Miami University
Johnson Investment Counsel September 2010 - Present
Johnson Investment Counsel September 2010 - February 2013
Ameritas October 2009 - September 2010
Summit Investment Partners 2008 - 2009
Prison Health Services 2006 - 2008
EOP Architects 2005 - 2006
Skills
Marketing, Email Marketing, Marketing Communications, Event Planning, Marketing Strategy, PowerPoint, Budgets, Microsoft Office, Advertising, Internal Communications, Adobe Creative Suite, Project Management
Education
University of Kentucky 2000 — 2004
Bachelor of Science, Integrated Strategic Communications, Magna cum laude
Johnson Investment Counsel June 2015 - Present
Nationwide Financial July 2014 - May 2015
Nationwide Financial January 2014 - July 2014
Nationwide Financial April 2012 - January 2014
Sean Michael and Gavin Dance Collective May 2011 - May 2012
Nationwide Financial May 2011 - April 2012
Keely Glenn's Gravity's Ripple III May 2011 - September 2011
Denison University August 2008 - May 2011
Denison University August 2008 - May 2011
Lou Gib Reese August 2008 - May 2009
Skills
Investments, Wealth Management, Retirement Planning, Variable Annuities, Indexed Annuities, Fixed Annuities, Life Insurance, Long-term Care, Mutual Funds, Financial Services, Sales, Customer Service
Education
Denison University 2007 — 2011
Bachelor of Arts (B.A.), Economics; Music (Piano) Performance, Suma Cum Laude
Johnson Investment Counsel September 2013 - Present
Fort Washington Investment Advisors May 2012 - August 2013
Cincinnati Financial Corporation April 2007 - May 2012
Education
University of Cincinnati College of Business 2003 — 2007
BBA, Finance