Cincinnati
Johnson Investment Counsel

Our financial advisors in Cincinnati are located at:

3777 West Fork Road
Cincinnati, OH 45247
Office: (513) 661-3100
Toll-Free: (800) 541-0170
Fax: (513) 661-3160
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Wealth Management that Provides Peace of Mind

You’ve worked incredibly hard to earn and build your wealth. When you feel it’s time to set new goals to get the most out of what you’ve worked so hard to achieve, we’re here to partner with you and ensure your wealth provides you the precise freedom you desire. With integrated and long-term strategies that achieve prosperity for individuals, families, and organizations, our team of financial advisors in Cincinnati accept a deep level of responsibility to fully invest in you and the markets that will best serve you.

In the Cincinnati Community

As a team who lives and works in the greater Cincinnati area, supporting and enriching this incredible community is one of our main priorities. More than simply donating and sitting on boards, we are committed to supporting ideas, organizations, and events that create positive, systemic momentum, and improvement in the lives of Cincinnati residents.

We contribute professional expertise, leadership, and support to many organizations in the Cincinnati community, some of which are listed here: Alzheimer's Association, American Cancer Society, Artworks, Boys and Girls Clubs, Brighton Center, Cincinnati Ballet, Cincinnati Opera, Cincinnati Shakespeare Company, Cincinnati Symphony Orchestra, Cincinnati Zoo, Ensemble Theatre Cincinnati, Goodwill Industries, Great Parks Forever, Life Learning Center, National MS Society, Northern Kentucky University Foundation, Playhouse in the Park, Ronald McDonald House, Salvation Army, SPCA Cincinnati, The Women’s Fund, The Children's Theatre of Cincinnati, UC Economics Center, Women’s Crisis Center of NKY, YMCA.

I enjoy connecting with people in a smaller, personal setting. That’s where you really get to know people and I believe that’s what makes Johnson a great partner. We have sizable, deeply credentialed teams of professionals from Portfolio Managers to Attorneys to Trust Officers, yet, we’re able to connect with our clients and community in a uniquely personal way.
Jarett Levitsky, Managing Director

Johnson Wealth Management

For high-net-worth-investors with investable assets up to $10 million.

We work to optimize your resources, so your wealth can grow and endure.

Johnson Family Office Services

For ultra-high-net-worth-investors with investable assets greater than $10 million.

We help ultra-high-net-worth families refine how wealth is invested and preserved for generations.

Johnson Trust Company

For wealth advisory and family office clients, corporate and philanthropic investors, professional services, individual trusts, estate planning in Cincinnati, and more.

We manage your estate plan according to your values and vision for your wealth.

Johnson Asset Management

For institutional investors, consultants, retail, broker-dealers/wirehouses, mutual fund platforms, 401k managers, RIA in Cincinnati, and more.

Understanding institutional clients have unique needs, our disciplined approach to investment management strives to achieve consistent, long-term performance.

Our Financial Advisors Serving Cincinnati

Our focus is on creating lasting prosperity, so our outlook is always future-forward. Get to know our team of wealth management experts in Cincinnati. We look forward to serving you, understanding your goals, and working together to achieve financial success.

Timothy E. Johnson, Ph.D.

Timothy E. Johnson, Ph.D.

Chairman, Principal
Executive Leadership, Cincinnati
Jason O. Jackman, CFA

Jason O. Jackman, CFA

President, Chief Investment Officer, Principal
Asset Management, Executive Leadership, Cincinnati
Fred A. Brink, CFA, CFP®

Fred A. Brink, CFA, CFP®

Managing Director, Senior Portfolio Manager
Asset Management, Executive Leadership, Cincinnati
Jarett T. Levitsky, CFP®

Jarett T. Levitsky, CFP®

Managing Director, Johnson Wealth Management
Executive Leadership, Wealth Management, Cincinnati
Timothy C. Gehner, CFA, CFP®

Timothy C. Gehner, CFA, CFP®

Managing Director, Johnson Wealth Management
Wealth Management, Cincinnati
M. Jay Wertz, CAP®, CFP®

M. Jay Wertz, CAP®, CFP®

Managing Director, Johnson Wealth Management
Wealth Management, Cincinnati
Brandon A. Zureick, CFA

Brandon A. Zureick, CFA

Director & Portfolio Manager, Principal
Asset Management, Cincinnati
Michael D. Barnes, Esq., CTFA

Michael D. Barnes, Esq., CTFA

President, Principal
Charitable Services, Family Office Services, Trust Company, Cincinnati
Daniel A. Barnett, CFA

Daniel A. Barnett, CFA

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Skye Barry, CFA, CFP®

Skye Barry, CFA, CFP®

Portfolio Manager
Family Office Services, Cincinnati
Simon T. Buchman, CFP®

Simon T. Buchman, CFP®

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Mary P. Burns, Esq.

Mary P. Burns, Esq.

Vice President of Estate Planning, Trust Counsel, Principal
Trust Company, Cincinnati
Brian A. Butt, CFA

Brian A. Butt, CFA

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Dale H. Coates, CFA

Dale H. Coates, CFA

Vice President, Principal
Asset Management, Cincinnati
Jeffrey P. Cornell, CFA

Jeffrey P. Cornell, CFA

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
James C. Hunter, CFA, CFP®, AIF®

James C. Hunter, CFA, CFP®, AIF®

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Brian T. Kute, CFA

Brian T. Kute, CFA

Director of Research, Senior Portfolio Manager, Principal
Asset Management, Research, Cincinnati
Michael C. Leisring, CFA

Michael C. Leisring, CFA

Director of Fixed Income, Portfolio Manager, Principal
Asset Management, Cincinnati
R. Ryan Martin, CFA

R. Ryan Martin, CFA

Portfolio Manager
Asset Management, Research, Cincinnati
Jonathan M. McEvoy, CFP®, AIF®

Jonathan M. McEvoy, CFP®, AIF®

Portfolio Manager
Wealth Management, Cincinnati
Maxwell T. Monk, CFA

Maxwell T. Monk, CFA

Portfolio Manager
Wealth Management, Cincinnati
Zachary J. Pierson, CFP®

Zachary J. Pierson, CFP®

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Michael G. Stanis, CFA, CFP®

Michael G. Stanis, CFA, CFP®

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Sharon G. Tallman, CFP®

Sharon G. Tallman, CFP®

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
David Q. Theobald, CFA

David Q. Theobald, CFA

Portfolio Manager, Principal
Asset Management, Research, Cincinnati
Christopher A. Tschieder, CFP®

Christopher A. Tschieder, CFP®

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
J. Christine Warren, Esq.

J. Christine Warren, Esq.

Vice President of Estate Planning, Trust Counsel, Principal
Trust Company, Cincinnati
Scott Wyckoff, CFA, CFP®

Scott Wyckoff, CFA, CFP®

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Matthew J. Yung, CFA, CFP®

Matthew J. Yung, CFA, CFP®

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati
Tara N. Adams, CTFA

Tara N. Adams, CTFA

Vice President of Trust Services, Senior Trust Officer, Principal
Family Office Services, Trust Company, Cincinnati
Joshua B. Basinger, Esq., CTFA

Joshua B. Basinger, Esq., CTFA

Manager of Trust Services, Senior Trust Officer
Trust Company, Cincinnati
Diane M. Spitznagel, Esq., CTFA

Diane M. Spitznagel, Esq., CTFA

Trust Officer
Trust Company, Cincinnati
Irene Tsai, CFA, CFP®, ChFC®, CLU®

Irene Tsai, CFA, CFP®, ChFC®, CLU®

Director, Intermediaries & Client Service
Asset Management, Cincinnati

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