-
About Charles Rinehart
Charles has been with Johnson Investment Counsel since 2007. He is the Chief Investment Officer within Johnson Asset Management and is also a shareholder of the firm. He holds the Chartered Financial Analyst® (CFA®) and Chartered Alternative Investment Analyst (CAIA) designations. Charles started working at Johnson as a University of Cincinnati Student Co-op and is a graduate of UC’s Kolodzik Business Scholars program.
-
Education
- University of Cincinnati, B.B.A. Finance & Business Economics
Community involvement
- Lindner College of Business
- Business Advisory Council Member
- Lindner College of Business, Kolodzik Business Scholars (KBS)
- Advisory Board, Board Chairman (former)
Memberships
- CFA Institute
- CFA Society Cincinnati
- Chartered Alternative Investment Analyst Association
Highlights and recognition
- Cincinnati USA Chamber of Commerce, C-Change (Class of 2014)
-
Charles' story
Charles Rinehart will tell you he owes much of who he is to great role models.
He lists his parents as his major influencers. His father grew up in rural West Virginia in a family that lived off the land. He earned a few key scholarships and used them to make a career working in financial services. Charles’ mother was a grade school teacher. Learning was a big focus in the household. “They made sacrifices to send me to great schools but they never had to push me too hard to study. I always enjoyed school.”
Then there was his circle of friends at St. Charles College Preparatory School in the Columbus suburb of Bexley. It was a school where the students wore ties and values were an intentional part of the curriculum. “They were a very bright bunch of guys. Two of the guys I ate lunch with every day now have PhDs from MIT. But it wasn’t all about that. The smartest guy in our group, the valedictorian, was very humble. There was an element of competition, but it was focused on finding the best version of yourself.”
At the University of Cincinnati, Charles was accepted into the then-brand new Kolodzik Business Scholars program. “Even though it was an honors group – the main focus was not so much academics as it was about relationships and making the most of opportunities. They encouraged us to study abroad – so I spent a summer at the London School of Economics -- one of the best summers of my life. You learn the easy path is seldom the most rewarding and that putting yourself in uncomfortable situations is the usually the best way to grow.”
Charles’ experience with the firm has been an influence, too, starting his sophomore year at UC when he began co-oping. He talks about learning from veterans like Steve Simendinger and Scott Muhlhauser what it means to be a professional.
“It goes back to holding yourself to the highest standard. No one here is happy to meet expectations – we want to amaze our clients. The way business is done here is very much in alignment with the values I was taught as a boy in school and in church. It’s not a sales culture. It’s a service culture, and that’s very appealing to me.”
Charles’ favorite activity is spending time with his wife and daughters. When they go out, it’s often back to UC for a show at the College-Conservatory of Music or a football game, depending on the season. They’re also serious soccer fans – a trip to the World Cup is at the top of their bucket list.
“My mother-in-law is getting ready to retire. Being able to walk her through what she can expect and talk her through all the various steps she’ll experience -- it really feels good to be able to help her with it all. It’s the same with any client. We’re going to treat them like family, and we’re going to act in their best interests.”
Charles E. Rinehart, CFA, CAIA
Chief Investment Officer, Principal
Asset Management, Management Team
Team members
Charles' featured news and media
- Charles Rinehart Shares Insights on Apple’s 1Q 2025 Earnings
- Charles Rinehart Talks on Apple’s 4Q 2024 Earnings Report
- Charles Rinehart Discussed P&G’s Earnings with CNBC
- Charles Rinehart Shares the Top Market Trends We're Watching
- Charles Rinehart Discusses the Fed's Rate Cuts on Asset TV
- Charles Rinehart on Apple’s 3Q 2024 Earnings Report
- Charles Rinehart Weighs in on Apple’s Developers Conference
- Charles Rinehart on Apple’s Q2 2024 Earnings Report
- Charles Rinehart Shares Factors Impacting the Price of Gold
- Charles Rinehart Discusses Best and Worst Local Stocks
- Charles Rinehart, CFA, CAIA Talks Gamestop with WLWT5
- Charles Rinehart, CFA, CAIA is quoted in Cincinnati Business Courier article
Our Services
-
Individuals and Families
Deep expertise. Individualized solutions.
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.
-
Investment Management
Our in-house team of full-time research analysts works in concert with our advisors as we construct each portfolio, balancing risk and return for each client’s specific situation.
-
Retirement & Cash Flow Planning
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.
-
Income Tax Planning
Our advisors understand the relationship between taxes, financial planning, and investments. We work with clients and their tax professionals to provide a coordinated solution in line with the overall plan.
-
Estate Planning & Trust Services
Our team of estate planning attorneys and trust professionals within Johnson Trust Company provide counsel to ensure the right decisions are made to preserve and transfer your wealth over time.
-
Charitable Planning
At Johnson Investment Counsel, we facilitate charitable giving in flexible and impactful ways. We also develop and implement a family philanthropy plan for you and your loved ones that will guide multi-generational charitable giving that is clear in purpose and produces measurable results.
-
Asset Protection & Insurance
We focus on balancing clients’ risk exposures and current protections to mitigate the impact of unforeseen events on their financial goals.
-
-
Business Solutions
Services tailored to your business’ current stage
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.
-
Corporate Retirement Plans
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.
-
Business Transitions
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.
-
ESOP Clients
As an employee-owned firm ourselves, we have a unique perspective and deep understanding of employee-owned businesses. This makes us a great partner to help guide the impact and success that employee-owned stock option programs can have in your organization.
-
-
Nonprofit Organizations
Explore our institutional investment services
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.
-
Investment Policy Consultation
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.
-
Fixed Income Asset Management
As a fixed income manager, our Quality-Yield investment approach to building portfolios combined with our extensive experience and continuity of our investment team, has continued to result in success for our clients.
-
Equity Asset Management
Our strategies emphasize high-quality, predictable cash flow securities at appropriate valuations. All of our equity strategies are built with the expectation of exceptional risk-adjusted results.
-
Asset Allocation
We work closely with you to ensure a disciplined approach to strategic and tactical allocation within the context of risk management.
-
Customized Solutions
By developing a partnership with our clients, we are often in a position to offer tailored solutions.
-