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Joel D. Siefert, CFA

Portfolio Manager, Principal

Wealth Advisory Services, Dayton

Joel joined Johnson Investment Counsel in 2011. He is a Portfolio Manager in Wealth Advisory Services in Dayton, Ohio, and holds the Chartered Financial Analyst (CFA) designation. Prior to joining the firm, he worked for KeyBank as a Senior Portfolio Manager. Joel lives in Englewood, Ohio, with his wife, Mindy, and their two children, Kara and Luke.

Relevant Work Experience:

KeyBank, Senior Portfolio Manager

Education:

University of Toledo, M.B.A. Finance
University of Toledo, B.B.A. Finance

Community Involvement:

Dayton Habitat for Humanity,
Volunteer
Ginghamsburg Church,
Radical Hospitality Team
Miami Valley Alzheimer's Association,
Board Member
VP of Finance/Treasurer
Finance Committee

Memberships & Affiliations:

CFA Society Dayton
CFA Institute
The Estate Planning Council of the Miami Valley