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About Michael Stanis
Mike originally joined Johnson Investment Counsel in 2012. He is a Portfolio Manager and the P&G Retirement Plans Director in the Wealth Management Services division. He is also responsible for new business development in Northeast Florida. He regularly spends his time in Cincinnati, Ohio and Jacksonville, Florida. He holds the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. He has 20+ years of corporate finance experience, which includes Procter & Gamble (Cincinnati, Ohio; Orlando/Jacksonville, Florida; New York City, New York), General Electric Aviation (Cincinnati, Ohio), Jarden Corporation’s Leisure & Entertainment division (Cincinnati, Ohio) and Johnson & Johnson Vision Care (Jacksonville, FL).
Register for one of Mike's "A Simple Approach to Understanding Your P&G Profit Sharing Trust (PST) Distribution Options" webinars here: A Simple Approach to Understanding Your P&G Profit Sharing Trust (PST) Distribution Options
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Education
- Duke University, M.B.A. graduated tied for 1st in class.
- University of Notre Dame, B.B.A. Summa Cum Laude, Double major in Finance & Business Economics and Government & International Studies
Community involvement
- Duke University
- Undergraduate Admissions Interviewer
- CFA Institute
- Active volunteer (CFA Institute) supporting CFA Institute Exam Programs
- P&G Alumni Club
- Treasurer (former)
- Board Member (former)
- Samuel W Bell Home for the Sightless
- Board Member (former)
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Michael's story
Mike Stanis grew up on the northwest side of Milwaukee. As a caddy in grades 6-8, Mike was qualified to apply for the Evans Golf Scholarship, which covered the cost of tuition and room to either the University of Wisconsin or Marquette.
He won but turned it down because his dream was to go to Notre Dame. He felt the campus, the people, and the grounding in Catholicism made it a special place. He applied and was put on the waiting list. He had been one of the last to be accepted as a freshman and graduated summa cum laude, winning two of the five awards from the university’s finance department.
“You can never give up hope,” Mike says. “Just because a dream seems unreachable doesn’t mean it is. You have to pray about it. You have to be creative. You have to study and work hard.”
He spent many years in corporate finance with Procter & Gamble. Along the way he earned an MBA from Duke University, while working full time. These experiences included opportunities for travel to more than a dozen countries.
He says he had a strong desire to learn more about personal finance, investments, and to help others. Studying on his own, he worked for more than three years to earn the Chartered Financial Analyst (CFA) designation. Much of that time was spent studying on the Metro North train commute from his home in Connecticut to his P&G office in New York City.
Mike had met his wife, Jennifer, on a blind date. They married in 1995, and live with their three children in Miami (West) Township. He continued to build his career. Then in 2012, he made a major decision. He gave up a divisional CFO position with Jarden (acquired by Newell) Corporation’s Leisure & Entertainment division, a high-pressure job that required extensive traveling. He came to see that he needed to spend more time at home being a dad and a husband. One of his first moves after accepting the Portfolio Manager position at Johnson Investment Counsel was to sign on as basketball coach for his son’s team.
He and his wife make a point of reflecting with their children about the blessings that come to them.
“I want them to understand that it is important to be grateful for everything; that if you are given an opportunity, you have an obligation to use your talents to the best of your ability.
“I want to teach them the importance of positive thinking and to focus on bringing out the best in themselves and others.”
Michael G. Stanis, CFA, CFP®, MBA
Portfolio Manager, P&G Retirement Plans Director
Wealth Management
Team members
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Julie S. Ackerman
Client Support Assistant Wealth Management, Cincinnati - Kenwood
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Lia V. Reece, CFP®
Portfolio Manager Assistant Wealth Management, Cincinnati - Kenwood
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Alexander M. Wertz, CFP®
Associate Portfolio Manager Family Office Services, Cincinnati - Kenwood
Our Services
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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.
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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.
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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.
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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.
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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.
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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.
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Asset Protection & Insurance
We focus on balancing clients’ risk exposures and current protections to mitigate the impact of unforeseen events on their financial goals.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Asset Allocation
We work closely with you to ensure a disciplined approach to strategic and tactical allocation within the context of risk management.
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Customized Solutions
By developing a partnership with our clients, we are often in a position to offer tailored solutions.
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