Friday, February 5, 2021

2021 Virtual Wealth Management Forum Presentation

On Thursday, February 4th, Johnson Investment Counsel hosted our Virtual Wealth Management Forum. President Jason Jackman shared highlights from 2020 and other JIC professionals shared economic and market updates, as well as a discussion on taxes and estate planning. 

Our speakers:

  • Jason Jackman, CFA, President and Chief Investment Officer  - Welcome, Firm Update, Highlights of 2020
  • Brandon Zureick, CFA, Director and Portfolio Manager - Economic and Market Overview
  • Charles Rinehart, CFA, CAIA, Director and Portfolio Manager - Economic and Market Overview
  • Michael Barnes, Esq., CTFA Johnson Trust Company President - Johnson Trust Company Update
  • Jarett Levitsky, CFP®, Senior Managing Director - Moderator
  • Mary Burns, Esq., Vice President of Estate Planning and Trust Counsel - Estate Planning
  • Anthony Kure, CFP®, Managing Director of Northeastern Ohio Market - Taxes and Wealth Management

To view the slides that were utilized in the Forum presentation, click the link below.

2021 Virtual Wealth Management Forum Presentation