Latest Headlines

Tuesday, November 16, 2021

Johnson Investment Counsel tops the list of local firms on Barron’s prestigious annual ranking of the nation’s top registered investment advisory firms. Read "Barron’s ranks three Cincinnati investment firms among nation’s top 100." Cincinnati Business Courier, 11/16/2021.

Tuesday, November 2, 2021

Managing Director Vince Russell discusses transfer of business ownership in Dayton Business Journal article, “Succession planning: Dayton estate planners talk best practices — and biggest pitfalls.” Dayton Business Journal, 11/2/2021.

Friday, October 1, 2021

Johnson Investment Counsel President Jason Jackman is included in Cincinnati 300, Cincinnati Magazine’s 2021 guide to the most powerful business leaders in the region. Cincinnati Magazine, 10/1/2021.

Thursday, September 9, 2021

JIC’s Dayton office is featured in Dayton Business Journal article, “These 5 factors are powering Johnson Investment Counsel's growth in Dayton.” Dayton Business Journal, 9/9/2021.

Tuesday, September 7, 2021

Joe Edelstein, CFA discusses supermarket stock performance in Cincinnati Business Courier article: “Kroger stock jumps to all-time high.” Cincinnati Business Courier, 9/7/2021.

Tuesday, August 24, 2021

Joe Edelstein, CFA discusses retail delivery options in Cincinnati Business Courier article: “Walmart launches delivery for other retailers; here’s how it will impact Kroger.” Cincinnati Business Courier, 8/24/2021.

Thursday, July 1, 2021

Johnson Trust Company President Michael Barnes, Esq., CTFA, discusses tax-favored charitable gifting in Goering Center News article, “Unlock the charitable capital in S-Corporation stock in a tax-favored way.” Goering Center News, 7/1/2021.

Friday, June 18, 2021

Joe Edelstein, CFA discusses eat-at-home trend and its impact on local grocery business in Cincinnati Business Courier article: “How Kroger is affected by eat-at-home vs. restaurant trend.”  Cincinnati Business Courier, 6/17/2021.

Friday, June 18, 2021

Joe Edelstein, CFA discusses Kroger first quarter earnings in Cincinnati Business Courier article: “Here's how Kroger’s first-quarter earnings beat analysts' expectations.”  Cincinnati Business Courier, 6/17/2021.

Wednesday, April 28, 2021

Portfolio Manager Assistant Gwendelyn S. Keihl, CFP® has been selected as a member of the 2021 Cincy Next class.  Cincy Next is a leadership development program offered through the Cincinnati Regional Chamber designed for professionals within their first eight years of employment seeking professional and personal development.

Wednesday, April 7, 2021

Johnson Investment Counsel ranked 7th in Columbus Business First’s “Largest Central Ohio Financial Planners-Fee Only.” The ranking is based on assets under management reported by individual firms via an online survey. Columbus Business First, 4/2/2021.

Wednesday, April 7, 2021

President Jason Jackman is interviewed by Asset TV on JICs tremendous growth and client-focused culture. “Growth is Not the Goal, It’s the Outcome: Johnson Investment Counsel.” Asset TV, 4/1/2021.

Thursday, February 18, 2021

JIC Research Analyst Joe Edelstein, CFA talks post-Covid consumer behavior and its impact on Kroger in the Cincinnati Business Courier’s cover story on Kroger CEO Rodney McMullen. Cincinnati Business Courier, 2/12/2021.

Monday, December 21, 2020

Johnson Research Analysts share detailed insight regarding the best Cincinnati Stocks of 2020. Cincinnati Business Courier, 12/21/2020.

Thursday, December 3, 2020

JIC Research Analyst Joe Edelstein, CFA, talks with Cincinnati Business Courier regarding Kroger’s third-quarter earnings in recent article: “Here’s how Kroger’s third-quarter earnings surprised analysts.” Cincinnati Business Courier, 12/3/2020.

Tuesday, November 17, 2020

JIC Research Analyst Joe Edelstein, CFA, talks with Cincinnati Business Courier regarding Kroger distribution center plans in recent article: “Kroger revamps distribution plan to add micro-fulfillment centers.” Cincinnati Business Courier, 11/10/2020.

Thursday, November 5, 2020

JIC’s Brandon Zureick, CFA, talks post-election economy in Cincinnati Business Courier article, "Experts predict post-election economy as Cincinnati’s recovery impresses." Cincinnati Business Courier, 11/5/2020.

Monday, September 28, 2020

Johnson Investment Counsel ranked 33 out of 100 in Barron’s 2020 list: “America’s Best RIA Firms.” The independent firm ranking expanded from 50 to 100 this year and includes new metrics such as technology spending, staff diversity, and succession planning. Barron’s, 9/14/2020.

Thursday, August 20, 2020

JIC Senior Portfolio Manager, Brian Butt, CFA, has been selected as a member of the Cincinnati Business Courier’s 2020 Forty Under 40 class. This annual award recognizes the next generation of leaders in Greater Cincinnati who are establishing successful careers while also giving back to their communities. Cincinnati Business Courier, 8/20/2020.

Monday, July 6, 2020

JIC Research Analyst Joe Edelstein, CFA shares insight regarding consumer behavior in Cincinnati Business Courier article: “Kroger stock’s biggest buyers, sellers revealed (including one sale of 9.8 million shares).” Cincinnati Business Courier, 7/6/2020.     

Tuesday, June 30, 2020

Members of the Johnson team spoke with marketing agency Intrinzic about the importance of communication and the value of maintaining a positive workplace culture, especially during these uncertain times. Intrinzic Brand Collaborative, 6/19/2020.

Friday, June 19, 2020

JIC’s Ryan Easter, PMP ®, Director of Operations and Information Technology, talks with Tech Crunch about how having a tested strategy in place for working remotely, in advance of COVID-19, allowed for uninterrupted client service. “It was imperative that our advisors could communicate with clients, collaborate with each other and operate the business seamlessly. That included ensuring we could make real-time trades and provide all of our other client services.”

Tuesday, April 7, 2020

Johnson Investment Counsel ranked 5th in Central Ohio among 2019 Fee Only Financial Planners according to Columbus Business First. The ranking is based on assets under management reported by individual firms via an online survey. Columbus Business First, 4/3/2020.

Tuesday, March 31, 2020

JIC Research Analyst Joe Edelstein, CFA, shares insight regarding local companies in Cincinnati Enquirer article: “Coronavirus: As recession looms, will Procter & Gamble and Kroger thrive or just survive?” Cincinnati Enquirer, 3/31/2020.

Wednesday, March 18, 2020

Read the firm's most recent message to clients regrading the current COVID-19 crisis and related econmic implications. 

Friday, February 28, 2020

JIC’s Charles Rinehart, CFA, CAIA, Managing Director, spoke with WLWT’s Courtis Fuller about the market fluctuations related to the coronavirus. WLWT, 2/28/2020.

Friday, January 3, 2020

Fixed Income Portfolio Manager and Portfolio Strategist, Brandon Zureick, CFA, talks with WLWT’s Todd Dykes regarding potential economic impact of rising Mideast tension. WLWT, 1/3/2020.

Wednesday, November 20, 2019

JIC's recently renovated offices are highlighted in Art Design Consultants' blog, “A Growing Company Means a Growing Art Collection.” ADC owner, Litsa Spanos, worked with Johnson to create a dynamic collection of art that helps create a vibrant and positive space for employees and clients. ADC Fine Art, 11/19/2019.

Monday, July 22, 2019

Johnson Investment Counsel ranked as the 25th largest Registered Investment Advisor (RIA) in the nation, among Financial Advisor Magazine's "2019 RIA Ranking". Financial Advisor Magazine, 7/12/2019.

Tuesday, July 16, 2019

Johnson mentioned in Cincinnati Business Courier article highlighting Cincinnati firms listed among the nations' top investment advisory firms in Financial Times' “FT 300: Top Registered Investment Advisers 2019” list. Cincinnati Business Courier, 7/15/2019.

Monday, July 1, 2019

JIC Columbus' new LeVeque Tower offices featured in the popular “Office Space” column of Columbus CEO Magazine. Columbus CEO “Office Space” – Johnson Investment Counsel, 6/26/2019.

Friday, May 3, 2019

Johnson Investment Counsel will be expanding their office footprint into the Southeastern Michigan market. Joe Henderson, CLU, CFP® has been hired to lead the expansion and serve clients out of a Southeastern Michigan office. Press Release, 5/3/2019.

Tuesday, April 9, 2019

Tara Adams, Vice President of Trust Services authored an article for the Goering Center News detailing the value of a well-structured plan that will secure successful transfer of a family's wealth, legacy, and values to the third generation. Goering Center News, 4/9/2019.

Monday, March 11, 2019

Jason Jackman shares his enthusiasm for his new role as NKU Foundation President in the Fall/Winter edition of the NKU Magazine. NKU Magazine, Fall/Winter 2018-19, Vol. 4, No. 1. 

Friday, February 22, 2019

JIC announces its rebranding—highlighting a new logo, redesigned website, and expanded service offerings in today's Cincinnati Business Courier. Cincinnati Business Courier, 2/22/2019.