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Bret P

CFA®

Cincinnati, OH

Johnson Investment Counsel, Inc.

Bret Parrish is a CFA® charterholder with 24 years of experience in the financial industry. He has been with Johnson Investment Counsel, Inc. in Cincinnati, OH since 2001. Johnson Investment Counsel serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm employs a team-based portfolio construction process combining multi-factor quantitative equity analysis with fixed-income management and offers a range of discretionary and automated advisory services.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Jason F

CFA®, Series 63

Cincinnati, OH

Johnson Investment Counsel, Inc.

Jason Farler is a CFA® charterholder with 18 years of industry experience. He has worked at Johnson Investment Counsel, Inc. since 2006 in various capacities. Farler is based in Cincinnati, OH. Johnson Investment Counsel serves individual investors, pension plans, public agencies, charitable organizations, trusts, estates, and corporate clients. The firm employs a team-based investment approach combining quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, and model portfolios for third-party platforms.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Christopher T

CFP®, Series 65

Cincinnati, OH

Johnson Investment Counsel, Inc.

Christopher Tschieder is a CFP® and holds a Series 65 license with eight years of experience in the financial industry. He has been with Johnson Investment Counsel, Inc. since 2016. Johnson Investment Counsel serves a diverse client base including individual investors, pension plans, public agencies, charitable organizations, and corporate entities. The firm employs a team-based investment approach combining quantitative equity analysis with fixed income strategies and offers discretionary portfolio management, financial planning, pension consulting, and model portfolio services.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Laura M

CFA®

Cincinnati, OH

Johnson Investment Counsel, Inc.

Laura Mattern is a CFA® charterholder with seven years of experience in the financial industry. She has worked exclusively at Johnson Investment Counsel, Inc. since 2018, with a professional break prior to that period. Johnson Investment Counsel serves a diverse client base including individual investors, retirement plans, public agencies, and charitable organizations. The firm employs a team-based investment approach combining quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, and model portfolio services.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Brian B

CFA®, Series 66

Cincinnati, OH

Johnson Investment Counsel, Inc.

Brian Butt is a CFA charterholder and holds a Series 66 license with 14 years of industry experience. He has been with Johnson Investment Counsel, Inc. since 2010. Johnson Investment Counsel serves a diverse client base including individual investors, pension and profit-sharing plans, public agencies, charitable organizations, trusts, estates, and corporate entities. The firm uses a team-based approach combining quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, and model portfolio services.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Joseph W

CFP®, CFA®

Cincinnati, OH

Johnson Investment Counsel, Inc.

Joseph White is a CFP® and CFA® with five years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH. His prior experience includes a role at Buckingham Capital Management and multiple positions within Johnson Investment Counsel dating back to 2018. Johnson Investment Counsel serves a diverse client base that includes individual investors, pension and profit-sharing plans, public agencies, charitable organizations, trusts, estates, and corporate entities. The firm employs a team-based investment approach combining quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, pension consulting, and model portfolio services for third-party platforms.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Anthony K

CFP®, Series 63

Cincinnati, OH

Johnson Investment Counsel, Inc.

Anthony Kure is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH. He has worked at Johnson Investment Counsel since 2017, following four years at Magis Wealth Management, also known as KURE NET WORTH MANAGEMENT. Johnson Investment Counsel serves a diverse client base, including individual investors, pension plans, public agencies, and charitable organizations. The firm employs a team-based investment approach that integrates quantitative equity analysis with macro and micro fixed income strategies and offers a broad range of services, including discretionary portfolio management and model portfolios for third-party platforms.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Lia R

CFP®

Cincinnati, OH

Johnson Investment Counsel, Inc.

Lia Reece is a CFP® with three years of industry experience, currently serving at Johnson Investment Counsel, Inc. in Cincinnati, OH. Her prior experience includes a role at Basco Shower Doors before joining Johnson Investment Counsel. Johnson Investment Counsel serves a diverse client base including individuals, pension plans, charitable organizations, and corporate entities. The firm employs a team-based investment approach combining quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, and model portfolios for third-party platforms.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Brandon Z

CFA®, Series 66

Cincinnati, OH

Johnson Investment Counsel, Inc.

Brandon Zureick is a CFA® charterholder with nine years of industry experience. He has been with Johnson Investment Counsel, Inc. since 2011, aside from one year at Robert Baird & Co. Johnson Investment Counsel serves a diverse client base including individuals, pension plans, public agencies, and charitable organizations. The firm employs a team-based investment process combining quantitative equity analysis with macro and micro fixed income approaches, and provides discretionary portfolio management, financial planning, and model portfolio services among other offerings.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Michael W

CFP®, CFA®

Cincinnati, OH

Johnson Investment Counsel, Inc.

Michael Wyckoff is a CFP® and CFA® with 12 years of experience in financial advising. He has worked at Johnson Investment Counsel, Inc. since 2015. Johnson Investment Counsel serves a diverse client base including individual investors, pension plans, public agencies, and charitable organizations. The firm employs a team-based investment approach that integrates quantitative equity analysis with macro and micro fixed-income strategies, and it offers a broad range of services such as discretionary portfolio management, financial planning, and model portfolio construction for third-party platforms.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Jacob F

CFP®, CFA®, Series 65

Cincinnati, OH

Johnson Investment Counsel, Inc.

Jacob Farwick is a CFP®, CFA®, and Series 65-licensed advisor with Johnson Investment Counsel, Inc., where he has worked since 2022. He has three years of industry experience and previously worked in healthcare and equipment rental sectors, along with a period of full-time education. Johnson Investment Counsel serves a diverse client base, including individual investors, pension plans, public agencies, and charitable organizations. The firm employs a team-based investment approach that combines quantitative equity analysis with macro and micro fixed income strategies and offers services such as discretionary portfolio management, financial planning, and ERISA 3(38) fiduciary oversight.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Zachary P

CFP®, Series 63

Cincinnati, OH

Johnson Investment Counsel, Inc.

Zachary Pierson is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH. He has been with Johnson Investment Counsel in various roles since 2013. Johnson Investment Counsel serves a diverse client base, including individual investors, retirement plans, public agencies, and charitable organizations. The firm employs a team-based investment approach that combines quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, and model portfolio services.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Michael P

CFP®, Series 65

Cincinnati, OH

Johnson Investment Counsel, Inc.

Michael Prebles is a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, holding a Series 65 designation with one year of industry experience. His work history includes multiple roles at Johnson Investment Counsel and Xavier University. Johnson Investment Counsel serves a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm employs a team-based portfolio construction process combining quantitative equity strategies with fixed-income management and offers both customized discretionary mandates and automated advisory programs.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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David T

CFA®

Cincinnati, OH

Johnson Investment Counsel, Inc.

David Theobald is a CFA® charterholder with seven years of experience in the financial advisory industry. He has worked at Johnson Investment Counsel, Inc. since 2013, serving in Cincinnati, OH. Johnson Investment Counsel serves a diverse client base including individuals, pension plans, public agencies, charitable organizations, and corporate entities. The firm employs a team-based investment process that combines bottom-up quantitative equity analysis with macro and micro fixed income strategies, and offers services such as discretionary portfolio management, financial planning, and model portfolios for third-party platforms.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Jarett L

CFP®, Series 63

Cincinnati, OH

Johnson Investment Counsel, Inc.

Jarett Levitsky is a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, holding a Series 63 designation with 22 years of industry experience. He has been with Johnson Investment Counsel since 2000. Johnson Investment Counsel serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients, offering a range of services such as discretionary portfolio management, financial planning, pension consulting, and mutual fund advisory. The firm utilizes a team-based portfolio construction process combining quantitative equity strategies with fixed-income management and provides both customized mandates and automated advisory programs.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Matthew Y

CFP®, CFA®

Cincinnati, OH

Johnson Investment Counsel, Inc.

Matthew Yung is a CFP® and CFA® with 13 years of industry experience. He has been with Johnson Investment Counsel, Inc. since 2016 and worked previously at Waddell & Reed in 2007. Based in Cincinnati, OH, he is part of a firm with 65 advisors. Johnson Investment Counsel serves a diverse range of clients, including individuals, pension plans, public agencies, charitable organizations, and corporate entities. The firm employs a team-based investment approach that combines quantitative equity analysis with macro and micro fixed income strategies, and it offers discretionary portfolio management, financial planning, and model portfolios for third-party platforms.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Donald E

CFP®, Series 66

Cincinnati, OH

Johnson Investment Counsel, Inc.

Donald Ennis is a CFP® with four years of industry experience, currently an advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Wright Brothers Global Gas, as well as work at the University of Cincinnati. Johnson Investment Counsel serves a diverse client base including individual investors, pension plans, public agencies, and charitable organizations. The firm utilizes a team-based investment process that integrates multi-factor quantitative equity analysis with macro and micro fixed income strategies, and provides discretionary portfolio management, financial planning, and model portfolios for third-party platforms.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Joel S

CFA®, Series 66

Cincinnati, OH

Johnson Investment Counsel, Inc.

Joel Siefert is a CFA® charterholder with 14 years of industry experience. He has been with Johnson Investment Counsel, Inc. since 2011. Based in Cincinnati, OH, Siefert holds a Series 66 license and works within a multi-team firm environment. Johnson Investment Counsel serves a diverse client base, including individuals, pension and profit-sharing plans, public agencies, and charitable organizations. The firm combines quantitative equity analysis with a macro/micro fixed income approach in a team-based investment process and offers services ranging from discretionary portfolio management to model portfolios for third-party platforms.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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George W

CFA®

Cincinnati, OH

Johnson Investment Counsel, Inc.

George Wong is a CFA® charterholder with 14 years of industry experience. He has been with Johnson Investment Counsel, Inc. in Cincinnati, OH since 2008. Johnson Investment Counsel serves a diverse client base including individual investors, pension plans, public agencies, charitable organizations, trusts, estates, and corporate entities. The firm uses a team-based investment process that combines quantitative equity analysis with macro and micro fixed income approaches, offering discretionary portfolio management, financial planning, and model portfolio services for third-party platforms.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Charles R

CFA®

Cincinnati, OH

Johnson Investment Counsel, Inc.

Charles Rinehart is a CFA® charterholder with 12 years of industry experience. He has been with Johnson Investment Counsel, Inc. since 2015, serving in various roles within the firm. Johnson Investment Counsel serves a diverse client base including individuals, pension plans, public agencies, charitable organizations, and corporate entities. The firm employs a team-based investment approach that integrates quantitative equity analysis with macro and micro fixed income strategies, and offers a range of services including discretionary portfolio management, financial planning, and model portfolios for third-party platforms.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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