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About Brandon Zureick
Brandon came to Johnson Investment Counsel in 2011, and is a Senior Managing Director for Johnson Asset Management. He is a shareholder of the firm and holds the Chartered Financial Analyst® (CFA®) designation.
In 2024, Brandon was named an InvestmentNews Rising Star. This prestigious award recognizes the country’s most successful young professionals, 40 and under, who are poised to be the future leaders in the wealth and investment management industry.
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Education
- University of Cincinnati, B.S. Finance
Community involvement
- Children's Hopital
- Emerging Philanthropist Council
- Cincinnati Ballet
- Trustee
- UC Student Managed Fund
- Investment Committee
- Multiple Sclerosis (MS) Society
- Advisory Council (former)
- Southland Hall Association
- Treasurer (former)
- UC Economics Center
- YP Board (former)
Memberships
- CFA Society
- CFA Society Cincinnati
Highlights and recognition
- National Multiple Sclerosis Society, Cincinnati Leadership (Class of 2012)
- InvestmentNews Rising Star 2024
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Brandon's story
Brandon Zureick (sounds the same as the Swiss banking capital) seems destined (a) to have ended up with the woman he married and (b) be working for Johnson Investment Counsel.
Brandon is a Cincinnati boy through and through. He grew up maybe five miles down the road from JIC’s West Fork Road office. Also, his parents were long-time friends with Pam Thompson, who was Tim Johnson’s first hire more than half a century ago when he was getting his investment business off the ground.
Brandon met the girl he would marry when they were students at the University of Cincinnati. Her name is Kelley. He describes her as a spirited redhead of Irish descent. She was dating a mutual friend when they met. He says he lost a friend and gained a wife, not that there was any chicanery involved. But, wait -- there’s more.
“I asked her out after she broke up with my friend. For our first date, I was planning to take her to the driving range. She didn’t show up, didn’t call, didn’t text. Nothing. I got stood up, and that was that. Or so I thought.” Some three years later, Brandon was planning a Fourth of July pool party. A friend asked permission to invite “a bunch of girls.” Brandon said yeah, of course, cognizant that any pool party without girls could only be totally and irretrievably lame.
Among the girls who showed up was Kelley. Brandon instantly forgave her. They hit it off. This time, he asked her on a proper date, to a nice restaurant on Fountain Square. As of this writing, they’ve been married eight years, have two children – Thane, 5, and sister Claudia, 3 – and live in Mt. Lookout.
As a boy, Brandon was a soccer player and a rule follower. He’s not kidding when he says his parents used to threaten to ground him if he wouldn’t stop doing his homework, which he’d re-do over and over and over, striving for perfection.
His father is a finish carpenter who even now works six and seven days a week. Brandon gets his work ethic from him. His mother gave up a career as a computer programmer to raise her only child. From her, Brandon learned compassion and the idea that sacrifice is about giving up something you love for something you love more.
Brandon is a four-handicap golfer and a big-time peacemaker in that he’s uncomfortable with leaving issues unresolved. His maternal grandfather got him interested in investing. His paternal grandfather Hank Zureick, did all the locally famous pencil drawings for the Buddy LaRosa High School Sports Hall of Fame.
Brandon is a Fixed Income Portfolio Manager working with institutional clients. “It’s important for a strong investment person to operate from both sides of the brain – the creative and the analytical side. If you have only the latter, you have problems seeing anything in a different way.”
Brandon A. Zureick, CFA
Senior Managing Director, Principal
Asset Management, Management Team
Team members
Brandon's featured news and media
- Brandon Zureick Named as an InvestmentNews 2024 Rising Star
- Brandon Zureick Talks Bond Strategies in Kiplinger Article
- Brandon Zureick on the Labor Market and Economy
- Brandon Zureick on the Fed’s Decision to Cut Rates
- Brandon Zureick Weighs in on March 2024 Inflation Data
- Brandon Zureick Talks on Biden’s billionaire Tax Proposal
- Brandon Zureick on FTC’s Block on the Albertsons Acquisition
- Brandon Zureick on the Fed’s Decision to Keep Rates Steady
- Brandon Zureick on how the bank failures affects us now
- Brandon Zureick Discusses Consumer Expectations in 2024
- Brandon Zureick discusses the impact of US jobs on Ohio
- Brandon Zureick Discusses the Recent Federal Spending Bill
- JIC's Brandon Zureick, CFA, Talks Post-Election Economy
- JIC's Brandon Zureick, CFA Speaks with WLWT Regarding Local Economy
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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