Client Login 800.541.0170


2016 Wealth Management Forum

Joined by a panel of colleagues, Jason Jackman, President and Chief Investment Officer of Johnson Investment Counsel, discusses the projected outlook for both the economy and the market in 2016.

2016 Market Review & Outlook - Audio File

Jason O. Jackman, CFA, President and Chief Investment Officer

2016 Panel Discussion - Audio File

  • Moderator: Jarett Levitsky, CFP® - Director, Portfolio Manager
  • Panelists:
    • Dale Coates, CFA –Vice President, Institutional Portfolio Manager
    • Bret Parrish, CFA –Managing Director, Chief Investment Officer, Equities
    • Charles Rinehart, CFA –Portfolio Manager, Portfolio Strategy Team
    • Brandon Zureick, CFA –Portfolio Manager, Fixed Income Strategist

Wealth Management Forum Presentation

2015 Wealth Management Forum Audio Files


One of our more important responsibilities to our clients is to communicate in an open and direct manner. Some of our comments and statements in the above documents and audio recordings are based on current management expectations and are considered “forward-looking statements.” Actual future results, however, may prove to be different from our expectations. You can identify forward-looking statements by words such as “may,” “will,” “believe,” “attempt,” “seem,” “think,” “expect,” “ought,” “try,” and other similar terms. We cannot promise future results. Our opinions are a reflection of our best judgment at the time these documents and audio recordings were created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.