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Alex B

CFA®

Cincinnati, OH

Johnson Investment Counsel, Inc.

Alex Bey is a CFA® charterholder with six years of industry experience. He is currently with Johnson Investment Counsel, Inc., where he has worked 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 employs a team-based investment approach that integrates quantitative equity analysis with a macro and micro fixed income strategy and offers services such as discretionary portfolio management, financial planning, pension consulting, and model portfolio management 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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