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Daniel A. Barnett, CFA

Portfolio Manager, Principal

Wealth Advisory Services, Cincinnati

Dan joined Johnson Investment Counsel in 2010, and now serves as a Portfolio Manager. Before coming to the firm, he worked at Morgan Stanley, Inc., as a Financial Advisor and at CGI Group, as a Financial Analyst. Dan and his wife, Lyndsey, daughter, Alexa, and son, Jaxson live in Anderson Township.

Relevant Work Experience:

Morgan Stanley, Inc., Financial Advisor
CGI Group, Financial Analyst

Education:

University of Cincinnati, M.B.A. Finance
University of Toledo, B.A. Finance

Community Involvement:

Goering Center, Board of Advisors
People Working Cooperatively, Investment Committee
American Cancer Society, Trustee Committee (former)

Memberships & Affiliations:

CFA Institute
CFA Society Cincinnati