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About Bret Parrish
Bret became a part of Johnson Investment Counsel in 2001. He is the President of the Private Client Group which serves individuals and families through our Johnson Wealth Management and Johnson Family Office Services divisions. He is a shareholder of the firm and holds the Chartered Financial Analyst® (CFA®) designation. Prior to joining the firm, he worked for Ohio National Financial Services and Ohio Casualty Group.
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Education
- Miami University, M.B.A. Finance
- Denison University, B.A. Economics
Community involvement
- Boys and Girls Club of Hamilton
- Board Member
- Experience
- Co-Founder
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Bret's story
Bret Parrish would much rather hear about you than talk about himself. No, really. Maybe one of these days, he says, it would be nice to be remembered as having had character, integrity, someone who was good to his family, who gave back. Nothing special, he says.
Bret grew up in Hamilton and now lives in Liberty Township with his wife, Krista, and their children, Paige and Andrew. Paige runs track and swims competitively. Andrew loves to sing and participates in musical theater at CHCA.
His father, Lee, works seven days a week as an attorney with an estate planning practice. His mother, Jackie, is perpetually volunteering in one community activity or another. Everyone in Hamilton knows Lee and Jackie, Bret says.
He met Krista at a wedding in Columbus. He had just graduated from Denison University, and she was in her final semester at Ohio State. He says he knew from the moment they met that he wanted to marry her.
“After the wedding, I called to ask her out the next Friday. She said she was busy. So I asked, how about Saturday? Again, she was busy. So I said, ‘Let’s not procrastinate. What’s a good day for you?’ She was so taken aback that she agreed to a date, and we were engaged a year later. Today, Krista leads a women’s Bible study that’s grown to 50 people. She’s a really positive person, someone you want on your team.”
Bret has little patience for excuses, for people who talk but don’t do, those who shift the line of right versus wrong depending on circumstances and people who can’t make a decision. On the other hand, he has empathy for people struggling in situations beyond their control. But for those who choose to do nothing or take the easy way, he has zero empathy.
“I’m drawn to people who are leaders in a way that lets them build up others and who aren’t threatened by others with different skill sets.”
For fun, he carpools Andrew and Paige to basketball games, swimming, tennis lessons, whatever season it is.
Coworkers say he is the busiest person in the firm. He’s a member of the Johnson Investment Counsel board and its Executive Team. He’s also Managing Director of the Private Client Group, which means the Portfolio Managers report to him. He says he has never had a boss who has ever been as hard on him as he is on himself.
“Working with clients is my favorite hat. Their goals and concerns vary, of course. The key is to understand we’re not talking about stocks or bonds, but that we’re structuring solutions to meet those goals and solve those concerns.”
Bret H. Parrish, CFA
President of Private Client Group, Principal
Executive Leadership, Family Office Services, Management Team, Wealth Management
Team members
Our Services
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Individuals and Families
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We know each person and every family is different than the next. We take the time to get to know you—your life, expectations, and goals. Our team-based approach provides a range of services and resources that allow us to build solutions that are in alignment with your vision for the future.
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Your path to retirement is as unique as you are. We work closely with you to identify your goals, address your concerns, and ensure long-term financial security by developing a tailored and comprehensive financial plan.
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Income Tax Planning
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From establishing a robust corporate retirement plan strategy to helping you plan for what comes after the sale of your business, our firm is here to help you navigate your business’ needs. Our team’s expertise and experience make us a knowledgeable and professional partner to ensure long-term success for your business and your employees.
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We provide a full range of services to help businesses deliver the best retirement plan options to their employees and also handle the responsibilities of plan management and employee engagement. We manage the details so you can focus on the needs of your business.
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From helping to formulate a financial plan for the windfall that comes with selling a business to providing corporate guidance, we work closely with business owners to create and implement solid financial strategies. The earlier we can get involved, the greater impact we can make. We provide guidance pertaining to efficient tax planning, charitable planning, and family legacy planning.
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Our disciplined approach to asset management dates back to our beginnings and our founder, Tim Johnson. Our firm was founded from his desire to put his values into practice and merge proven portfolio management strategies with his genuine interest in helping people and institutions. We still carry forth this mission today, providing customized solutions for institutions and endowments through Johnson Asset Management. This team works closely with our clients to create and implement a long-term plan for your organization that will align your current needs and future goals.
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One of the cornerstones of our long-term success is our ability to partner with organizations to thoroughly understand their investment goals and objectives. We help craft and refine Investment Policy Statements to properly reflect the needs of the organization.
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