Johnson Investment Counsel

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Johnson Investment Counsel Employees

Employee
Years
Job
Industry
Nick Messer Nick Messer Kalamazoo, Michigan Details
Nick Messer's Johnson Investment Counsel Experience June 2013 - December 2013
Job Investment Research & Systems Analyst at The Wiser Financial Group
Industry Financial Services
Experience
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

Ross Hambrick Ross Hambrick Chicago, Illinois Details
Ross Hambrick's Johnson Investment Counsel Experience June 2010 - August 2012
Job Investment Analyst at William Blair
Industry Investment Management
Experience
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

Vincent L. Russell Vincent L. Russell Dayton, Ohio Area Details
Vincent L. Russell's Johnson Investment Counsel Experience April 2009 - Present
Job
Industry Investment Management
Experience
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.

Aliya Riddle Aliya Riddle Cincinnati Area Details
Aliya Riddle's Johnson Investment Counsel Experience April 2013 - Present
Job Portfolio Manager Assistant at Johnson Investment Counsel
Industry Investment Management
Experience
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

Olivia Bernard Olivia Bernard Cincinnati, Ohio Details
Olivia Bernard's Johnson Investment Counsel Experience December 2014 - May 2015
Job Information Systems Coop at Milacron
Industry Information Technology and Services
Experience
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

Tyler Merk Tyler Merk Cincinnati, Ohio Details
Tyler Merk's Johnson Investment Counsel Experience May 2013 - August 2013
Job Student at the University of Cincinnat studying Information Systems & Finance
Industry Information Technology and Services
Experience
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

Matthew Yung, CFA, CFP® Matthew Yung, CFA, CFP® Cincinnati Area Details
Matthew Yung, CFA, CFP®'s Johnson Investment Counsel Experience May 2013 - Present
Job Portfolio Manager at Johnson Investment Counsel
Industry Financial Services
Experience
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

Abby Dorsten Abby Dorsten Cincinnati, Ohio Details
Abby Dorsten's Johnson Investment Counsel Experience September 2014 - December 2014
Job Marketing Assistant at EyeMed Vision Care
Industry Marketing and Advertising
Experience
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

Brandon Zureick, CFA Brandon Zureick, CFA Cincinnati, Ohio Details
Brandon Zureick, CFA's Johnson Investment Counsel Experience November 2014 - Present
Job Fixed Income Portfolio Manager / Strategist at Johnson Investment Counsel
Industry Investment Management
Experience
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

Scott Bischoff Scott Bischoff Cincinnati Area Details
Scott Bischoff's Johnson Investment Counsel Experience 1988 - Present
Job Director of Operations at Johnson Investment Counsel
Industry Investment Management
Experience
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

Christopher Godby, CFA Christopher Godby, CFA Cincinnati, Ohio Details
Christopher Godby, CFA's Johnson Investment Counsel Experience July 2013 - Present
Job Equity Research Analyst at Johnson Investment Counsel
Industry Investment Management
Experience
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

Bryan Andress Bryan Andress Cincinnati Area Details
Bryan Andress's Johnson Investment Counsel Experience September 2013 - Present
Job Junior Research Analyst at Johnson Investment Counsel
Industry Investment Management
Experience
Johnson Investment Counsel   September 2013 - Present
Victory Capital Management  June 2012 - August 2012

Education
Ohio University   2010 — 2013
BBA, Accounting, Finance

Emily Shewmaker Emily Shewmaker Cincinnati Area Details
Emily Shewmaker's Johnson Investment Counsel Experience April 2004 - Present
Job Wealth Advisory Services at Johnson Investment Counsel
Industry Investment Management
Experience
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

Jon McEvoy, CFP® Jon McEvoy, CFP® Cincinnati Area Details
Jon McEvoy, CFP®'s Johnson Investment Counsel Experience July 2015 - Present
Job Portfolio Manager, Johnson Investment Services at Johnson Investment Counsel
Industry Investment Management
Experience
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

Vincent Forte Vincent Forte Cincinnati, Ohio Details
Vincent Forte's Johnson Investment Counsel Experience May 2013 - August 2013
Job Investment Analyst Intern
Industry Investment Management
Experience
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

Michelle Stroh Michelle Stroh Columbus, Ohio Area Details
Michelle Stroh's Johnson Investment Counsel Experience 2009 - Present
Job Portfolio Manager at Johnson Investment Counsel
Industry Investment Management
Experience
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

Kirk Koppenhoefer, CFA Kirk Koppenhoefer, CFA Cincinnati Area Details
Kirk Koppenhoefer, CFA's Johnson Investment Counsel Experience June 2001 - December 2003
Job Director of Equities at First Financial Bank
Industry Investment Management
Experience
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

Fred Brink, CFA, CFP® Fred Brink, CFA, CFP® Cincinnati Area Details
Fred Brink, CFA, CFP®'s Johnson Investment Counsel Experience September 2008 - Present
Job Principal, Portfolio Manager at Johnson Investment Counsel
Industry Investment Management
Experience
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

Monsita Corbett Monsita Corbett Dayton, Ohio Area Details
Monsita Corbett's Johnson Investment Counsel Experience March 2008 - May 2010
Job Independent Consultant at Tastefully Simple
Industry Food & Beverages
Experience
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

Christopher Trimbach Christopher Trimbach Chicago, Illinois Details
Christopher Trimbach's Johnson Investment Counsel Experience September 2009 - December 2009
Job Officer at The PrivateBank
Industry Banking
Experience
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

Dianna Thiel, CFA Dianna Thiel, CFA Tampa/St. Petersburg, Florida Area Details
Dianna Thiel, CFA's Johnson Investment Counsel Experience September 1992 - June 2007
Job DJT Financial
Industry Financial Services
Experience
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

Jason Sauer Jason Sauer Cincinnati Area Details
Jason Sauer's Johnson Investment Counsel Experience February 2013 - December 2013
Job Bam! Pow! Software Solutions, LLC
Industry Information Technology and Services
Experience
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

Lissa Farkas Lissa Farkas Cleveland/Akron, Ohio Area Details
Lissa Farkas's Johnson Investment Counsel Experience August 1994 - December 1997
Job Yoga Instructor, CYT200 at Self
Industry Investment Management
Experience
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

Margaret Hetrick Margaret Hetrick Cincinnati, Ohio Details
Margaret Hetrick's Johnson Investment Counsel Experience January 2013 - April 2013
Job Operations Leadership Program Associate at Fifth Third Bank
Industry Banking
Experience
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

Mariann Hucke Mariann Hucke Cincinnati Area Details
Mariann Hucke's Johnson Investment Counsel Experience June 2012 - August 2012
Job Consulting Analyst
Industry Financial Services
Experience
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

Michael Leisring Michael Leisring Cincinnati Area Details
Michael Leisring's Johnson Investment Counsel Experience March 1999 - Present
Job Director of Fixed Income, Chartered Financial Analyst, Principal at Johnson Investment Counsel, Inc.
Industry Investment Management
Experience
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

Jeremy Reed Jeremy Reed San Diego, California Details
Jeremy Reed's Johnson Investment Counsel Experience September 2008 - December 2008
Job _
Industry Financial Services
Experience
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

Ryan W. Easter Ryan W. Easter Cincinnati Area Details
Ryan W. Easter's Johnson Investment Counsel Experience February 2014 - Present
Job Project Manager at Johnson Investment Counsel
Industry Investment Management
Experience
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

Aaron Taylor, CFA Aaron Taylor, CFA Cincinnati Area Details
Aaron Taylor, CFA's Johnson Investment Counsel Experience April 1999 - Present
Job Equity Analyst at Johnson Investment Counsel
Industry Investment Management
Experience
Johnson Investment Counsel   April 1999 - Present

Education
University of Cincinnati   1991 — 1995
Bachelor of Arts (B.A.), Mathematics

Meghan Cappel Meghan Cappel Cincinnati Area Details
Meghan Cappel's Johnson Investment Counsel Experience January 2015 - May 2015
Job Account Sales Intern at Kellogg Company
Industry Marketing and Advertising
Experience
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

Bret Parrish, CFA Bret Parrish, CFA Cincinnati, Ohio Details
Bret Parrish, CFA's Johnson Investment Counsel Experience 2001 - Present
Job Managing Director at Johnson Investment Counsel
Industry Investment Management
Experience
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

Shawn L. Fishbaugh, CFA Shawn L. Fishbaugh, CFA Cincinnati Area Details
Shawn L. Fishbaugh, CFA's Johnson Investment Counsel Experience June 1987 - September 1999
Job Chief Investment Officer
Industry Investment Management
Experience
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

Andrew Bolyard, CFP® Andrew Bolyard, CFP® Richmond, Virginia Area Details
Andrew Bolyard, CFP®'s Johnson Investment Counsel Experience August 2007 - August 2011
Job Chief Investment Officer at The Trust Company of Virginia
Industry Financial Services
Experience
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

Spencer Keith Spencer Keith Fairfield, Ohio Details
Spencer Keith's Johnson Investment Counsel Experience August 2014 - December 2014
Job Sunglass Hut: Business Development Intern at Luxottica Group
Industry
Experience
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

Grant Cooper Grant Cooper Cincinnati Area Details
Grant Cooper's Johnson Investment Counsel Experience May 2015 - Present
Job Portfolio Manager Assistant at Johnson Investment Counsel
Industry Investment Management
Experience
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

Jazmine Reed Jazmine Reed Cincinnati Area Details
Jazmine Reed's Johnson Investment Counsel Experience July 2015 - Present
Job Marketing Representative at Insomnia Cookies
Industry Marketing and Advertising
Experience
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

Tony Miliano Tony Miliano Cincinnati, Ohio Details
Tony Miliano's Johnson Investment Counsel Experience May 2015 - Present
Job Portfolio Manager Assistant at Johnson Investment Counsel
Industry
Experience
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

Christopher Nesbitt Christopher Nesbitt Boston, Massachusetts Details
Christopher Nesbitt's Johnson Investment Counsel Experience March 2010 - June 2011
Job Associate at Providence Equity Partners
Industry Financial Services
Experience
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

Amy Tasset Amy Tasset Cincinnati, Ohio Details
Amy Tasset's Johnson Investment Counsel Experience December 2000 - May 2005
Job Staff Accountant at Xavier University
Industry Higher Education
Experience
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

Gage Whitehead Gage Whitehead Cincinnati Area Details
Gage Whitehead's Johnson Investment Counsel Experience August 2011 - December 2011
Job Business & Financial Strategy
Industry Internet
Experience
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

Chad Maggard, CFA Chad Maggard, CFA Dayton, Ohio Area Details
Chad Maggard, CFA's Johnson Investment Counsel Experience March 2015 - Present
Job Portfolio Manager at Johnson Investment Counsel
Industry Financial Services
Experience
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

Kyle Robinett Kyle Robinett Cincinnati Area Details
Kyle Robinett's Johnson Investment Counsel Experience June 2015 - Present
Job Operations, CSA at Johnson Investment Counsel
Industry Marketing and Advertising
Experience
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

Maxwell Monk Maxwell Monk Cincinnati, Ohio Details
Maxwell Monk's Johnson Investment Counsel Experience August 2013 - Present
Job Portfolio Manager Assistant at Johnson Investment Counsel
Industry Financial Services
Experience
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

Alex Huron Alex Huron New York, New York Details
Alex Huron's Johnson Investment Counsel Experience March 2010 - September 2010
Job Capital Markets Origination | Citi
Industry Investment Banking
Experience
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

Becca Dugan Becca Dugan Washington D.C. Metro Area Details
Becca Dugan's Johnson Investment Counsel Experience May 2011 - August 2011
Job Marketing Associate Hollywood Casino at Charles Town Races
Industry Human Resources
Experience
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

Rachel Wiers Rachel Wiers Cincinnati Area Details
Rachel Wiers's Johnson Investment Counsel Experience June 2011 - August 2011
Job Paralegal and Cellist
Industry Legal Services
Experience
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

Cory Sims Cory Sims Cincinnati, Ohio Details
Cory Sims's Johnson Investment Counsel Experience June 2009 - June 2012
Job Managing Member, Investment Advisor Representative at Sims Investment Management, LLC
Industry Financial Services
Experience
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

Rachael Coates Rachael Coates Cincinnati Area Details
Rachael Coates's Johnson Investment Counsel Experience Operations AssociateJohnson Investment CounselSeptember 2010 - April 2015
Job Trust Administrator at Johnson Investment Counsel
Industry Financial Services
Experience
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

Donna Wolfer Donna Wolfer Cincinnati, Ohio Details
Donna Wolfer's Johnson Investment Counsel Experience August 2003 - Present
Job Senior Trust Officer at Johnson Trust Company
Industry Investment Management
Experience
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

Alejandro Gutierrez Alejandro Gutierrez Charlotte, North Carolina Details
Alejandro Gutierrez's Johnson Investment Counsel Experience June 2013 - January 2014
Job Commercial Associate at Fifth Third Bank
Industry Financial Services
Experience
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

Alex Glavan Alex Glavan New York, New York Details
Alex Glavan's Johnson Investment Counsel Experience August 2013 - August 2014
Job Investment Intern at Compass Partners
Industry Investment Banking
Experience
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

Melissa Donovan Melissa Donovan Mason, Ohio Details
Melissa Donovan's Johnson Investment Counsel Experience February 1998 - December 2000
Job Manager, Fraud Investigations at Macy's
Industry Retail
Experience
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

Jay Brannan Jay Brannan Cincinnati, Ohio Details
Jay Brannan's Johnson Investment Counsel Experience May 2015 - Present
Job Portfolio Management Intern at Johnson Investment Counsel
Industry
Experience
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

Beth Whitfield Abbott Beth Whitfield Abbott Cincinnati, Ohio Details
Beth Whitfield Abbott's Johnson Investment Counsel Experience October 2011 - October 2012
Job Interpreter
Industry Public Relations and Communications
Experience
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

Kyle McCarthy Kyle McCarthy Cincinnati Area Details
Kyle McCarthy's Johnson Investment Counsel Experience September 2008 - September 2010
Job High Yield Trader at JP Morgan Asset Management
Industry Investment Management
Experience
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

Brian Kute Brian Kute Cincinnati Area Details
Brian Kute's Johnson Investment Counsel Experience September 1994 - Present
Job Manager of Research at Johnson Investment Counsel
Industry Investment Management
Experience
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

Nicole Utz Nicole Utz Cincinnati Area Details
Nicole Utz's Johnson Investment Counsel Experience May 1999 - Present
Job Portfolio Manager Assistant at Johnson Investment Counsel
Industry Financial Services
Experience
Johnson Investment Counsel   May 1999 - Present

Education
University of Kentucky   1994 — 1998
BS, Consumer Studies/Business

Steve Simendinger Steve Simendinger Cincinnati Area Details
Steve Simendinger's Johnson Investment Counsel Experience 1986 - Present
Job Principal and Portfolio Manager at Johnson Investment Counsel
Industry Investment Management
Experience
Johnson Investment Counsel   1986 - Present

Education
University of Cincinnati College of Business   1970 — 1975

Dean Moulas Dean Moulas Cincinnati Area Details
Dean Moulas's Johnson Investment Counsel Experience May 2002 - Present
Job Principal and Portfolio Manager at Johnson Investment Counsel
Industry Investment Management
Experience
Johnson Investment Counsel   May 2002 - Present

Education
Embry-Riddle Aeronautical University   1990 — 1992
MBA, Aviation

The Ohio State University   1982 — 1986
BA, History

Nancy Maksoud Nancy Maksoud Cincinnati Area Details
Nancy Maksoud's Johnson Investment Counsel Experience May 2012 - Present
Job Operations Associate, Johnson Investment Counsel
Industry Financial Services
Experience
Johnson Investment Counsel   May 2012 - Present
Fund Evaluation Group  2005 - 2008

Education
McGill University   1995 — 1998

Jordan Brewer Jordan Brewer Galveston, Texas Details
Jordan Brewer's Johnson Investment Counsel Experience January 2008 - June 2009
Job Medical School Student, UTMB
Industry Medical Practice
Experience
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

Adele Grout Adele Grout Cincinnati Area Details
Adele Grout's Johnson Investment Counsel Experience April 1996 - Present
Job Portfolio Manager Assistant at Johnson Investment Counsel
Industry Financial Services
Experience
Johnson Investment Counsel   April 1996 - Present

Education
University of Kentucky   1979 — 1982

Julie Ackerman Julie Ackerman Cincinnati, Ohio Details
Julie Ackerman's Johnson Investment Counsel Experience May 2014 - Present
Job Client Support Assistant at Johnson Investment Counsel
Industry Investment Management
Experience
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

James Hunter CFA James Hunter CFA Cincinnati Area Details
James Hunter CFA's Johnson Investment Counsel Experience
Job Portfolio Manager at Johnson Investment Counsel
Industry Financial Services
Experience
Johnson Investment Counsel  

Education
University of Cincinnati College of Business   1988 — 1994

Barry Fridley Barry Fridley Cincinnati Area Details
Barry Fridley's Johnson Investment Counsel Experience 1987 - 1992
Job Partner Business Evangelist at Microsoft
Industry Information Technology and Services
Experience
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

Katie Galbraith Katie Galbraith Cincinnati Area Details
Katie Galbraith's Johnson Investment Counsel Experience November 2010 - Present
Job Operations Associate at Johnson Investment Counsel
Industry Banking
Experience
Johnson Investment Counsel   November 2010 - Present

Education
University of Cincinnati   1988 — 1992
Bachelor of Business Administration, Marketing/Management

Marc Figgins Marc Figgins Cincinnati Area Details
Marc Figgins's Johnson Investment Counsel Experience July 2001 - Present
Job Manager of Mutual Funds at Johnson Investment Counsel
Industry Financial Services
Experience
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

Jeroen van Leersum Jeroen van Leersum Cincinnati Area Details
Jeroen van Leersum's Johnson Investment Counsel Experience November 1996 - Present
Job Equity Analyst at Johnson Investment Counsel
Industry Financial Services
Experience
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

Chuck Rhoads Chuck Rhoads Cincinnati Area Details
Chuck Rhoads's Johnson Investment Counsel Experience September 2007 - August 2012
Job Sr. Applications Developer at Federal Home Loan Bank of Cincinnati
Industry Financial Services
Experience
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

Joyce A. Waters Joyce A. Waters Columbus, Ohio Area Details
Joyce A. Waters's Johnson Investment Counsel Experience January 2012 - Present
Job Director of Business Development, Private Client Group at Johnson Investment Counsel, Inc.
Industry Financial Services
Experience
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

Ben Tepperberg Ben Tepperberg Miami, Florida Details
Ben Tepperberg's Johnson Investment Counsel Experience June 2006 - August 2006
Job Real Estate Investor
Industry Real Estate
Experience
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

Jeri Ricketts Jeri Ricketts Cincinnati Area Details
Jeri Ricketts's Johnson Investment Counsel Experience June 2014 - Present
Job Associate Professor Emeritus of Accounting, Lindner College of Business, University of Cincinnati
Industry Higher Education
Experience
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

Kathy Sias Kathy Sias Cincinnati Area Details
Kathy Sias's Johnson Investment Counsel Experience January 2009 - Present
Job Operations Manager at Johnson Investment Counsel
Industry Investment Management
Experience
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

Deren Worrell, J.D. Deren Worrell, J.D. Cincinnati, Ohio Details
Deren Worrell, J.D.'s Johnson Investment Counsel Experience August 2014 - Present
Job Vice President of Trust Services and Trust Counsel/Johnson Trust Company at Johnson Investment Counsel
Industry Financial Services
Experience
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

Charles Rinehart, CFA, CAIA Charles Rinehart, CFA, CAIA Cincinnati Area Details
Charles Rinehart, CFA, CAIA's Johnson Investment Counsel Experience March 2015 - Present
Job Portfolio Manager at Johnson Investment Counsel
Industry Financial Services
Experience
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

Steve Eklund Steve Eklund Cincinnati Area Details
Steve Eklund's Johnson Investment Counsel Experience 1994 - 2013
Job Cincinnati
Industry Investment Management
Experience
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

Alex Bey Alex Bey Cincinnati Area Details
Alex Bey's Johnson Investment Counsel Experience June 2010 - Present
Job Portfolio Management Assisant at Johnson Investment Counsel
Industry Investment Management
Experience
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

Margaret Palmer Margaret Palmer Cincinnati Area Details
Margaret Palmer's Johnson Investment Counsel Experience 2008 - Present
Job Operations Associate at Johnson Investment Counsel
Industry Investment Management
Experience
Johnson Investment Counsel   2008 - Present

Education
University of Cincinnati
Bachelor of Arts (BA), Business Economics

Monica McGrew Monica McGrew Cincinnati Area Details
Monica McGrew's Johnson Investment Counsel Experience October 1999 - April 2002
Job Independent Marketing Consultant
Industry Marketing and Advertising
Experience
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

Jamie Winburn Jamie Winburn Cincinnati Area Details
Jamie Winburn's Johnson Investment Counsel Experience September 2010 - Present
Job Marketing Manager at Johnson Investment Counsel
Industry Investment Management
Experience
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

Irene Tsai, CFP®, ChFC®, CLU® Irene Tsai, CFP®, ChFC®, CLU® Cincinnati, Ohio Details
Irene Tsai, CFP®, ChFC®, CLU®'s Johnson Investment Counsel Experience June 2015 - Present
Job Family Office Services, Johnson Investment Counsel
Industry Investment Management
Experience
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

David Theobald David Theobald Cincinnati Area Details
David Theobald's Johnson Investment Counsel Experience September 2013 - Present
Job Fixed Income Analyst at Johnson Investment Counsel
Industry Investment Management
Experience
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