• About Joseph Carlo

    Joe joined Johnson Investment Counsel in 2018 and is an Associate Portfolio Manager. Before coming to the firm, he was a Business Manager for Concert:Nova and a Development Associate for the Cincinnati Opera. Joe holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. 

  • Education

    • University of Cincinnati, M.S. Finance
    • University of Cincinnati, M.B.A.
    • University of Cincinnati, M.A. Arts Administration

    Community involvement

    • Alzheimer's Association
      • Tri-State Walk to End Alzheimer's Committee
    • Cincinnati Chamber Orchestra
      • Board Member

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