Latest Headlines
Monday, May 1, 2023
CEO Jason Jackman, CFA spoke with Asset TV for their Meet the RIA series, discussing the firm’s inception, many of the firm’s strategic advantages, and the philosophy and approach that has allowed us to grow into one of the nation’s largest RIAs managing over $17 billion. "Meet the RIA: Johnson Investment Counsel." Asset TV, 5/1/2023
Tuesday, April 25, 2023
CEO Jason Jackman, CFA spoke with Asset TV about Q1 earnings, stress within regional banks, and insights on the likelihood of a recession. Jackman highlighted the importance of the firm’s focus on quality in portfolio construction and discussed where he’s investing client funds right now in the interview: "Lingering Regional Bank Stress and Recession Outlook." Asset TV, 4/25/2023
Monday, April 24, 2023
VP of Trust Services Tara N. Adams, CTFA, was interviewed by ForthRight Women on the topic of “getting out of your own way.” Cincinnati Refined shared the interview as a part of their “Redefining the Art of Being an Executive Mom” series. Cincinnati Refined, 4/24/2023.
Friday, April 14, 2023
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, 3/31/2023.
Wednesday, March 8, 2023
VP of Trust Services Tara N. Adams, CTFA, was interviewed by Amy Scalia for International Women's Day. The two discussed Johnson Investment Counsel’s female-focused programming for this Local12 and Cincinnati Refined segment. Cincinnati Refined, 3/8/2023
Wednesday, February 1, 2023
Our Powerhouse Donna Salyers featured in February’s Movers & Makers Magazine. Check out the feature on page 42: “Salyers shares insights at women’s networking event” Movers & Makers Magazine, 1/24/2023.
Monday, January 23, 2023
Senior Research Analyst Bill Jung, CFA, weighs in on why Fifth Third’s fourth quarter 2022 earnings surprised analysts in a Cincinnati Business Courier article: "Fifth Third’s Fourth Quarter 2022 Earnings Surprised Analysts; here’s why " Cincinnati Business Courier, 1/19/2023.
Monday, September 19, 2022
Barron’s ranked Johnson Investment Counsel as 38th in the nation in their 2022 “Top 100 RIA Firms” ranking. Barron's, 9/19/22.
Friday, July 22, 2022
Johnson Investment Counsel ranked 3rd in Cincinnati Business Courier’s “Largest Greater Cincinnati Money Management Firms.” The ranking is based on assets under management reported by individual firms via an online survey. Cincinnati Business Courier, 7/22/2022.
Friday, July 15, 2022
Johnson Investment Counsel ranked as 30th largest Registered Investment Advisor (RIA) in the nation in Financial Advisor Magazine's "2022 RIA Ranking." Financial Advisor Magazine, 7/15/2022.
Thursday, July 7, 2022
Tuesday, June 28, 2022
Tuesday, June 14, 2022
Chief Investment Officer Charles Rinehart, CFA, CAIA, weighs in on what local stocks investors should be investing in right now in a Cincinnati Business Courier article: "Here are the best, worst Cincinnati stocks as market hits bear territory." Cincinnati Business Courier, 6/14/22.
Tuesday, May 31, 2022
Friday, April 1, 2022
Tuesday, March 15, 2022
Managing Director Tony Kure, CFP® discusses annuities as a part of retirement plans in the Fiduciary News article “The Good, The Bad, And The Ugly On Annuities In 401k Plans.” Fiduciary News, 3/15/2022.
Wednesday, March 2, 2022
Research Analyst Joe Edelstein, CFA weighs in on Kroger’s potential purchase of rival Albertsons in Cincinnati Business Courier article: “Could Kroger buy nation’s second-largest traditional supermarket chain?” Cincinnati Business Courier, 3/2/2022.
Friday, November 19, 2021
JIC’s Columbus office has ranked 9th on the Columbus CEO Leaderboard for wealth management firms, based on assets under local management. Columbus CEO, 10/26/2021.
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.
Monday, September 20, 2021
Barron’s ranked Johnson Investment Counsel as 37th in the nation in their 2021 “Top 100 RIA Firms” ranking. Barron's, 9/20/21.
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.
Friday, July 16, 2021
Johnson Investment Counsel ranked as 23rd largest Registered Investment Advisor (RIA) in the nation in Financial Advisor Magazine's "2021 RIA Ranking." Financial Advisor Magazine, 7/16/2021.
Friday, July 16, 2021
Johnson Investment Counsel ranked 4th among “Greater Cincinnati’s Largest Money Management Firms” by Cincinnati Business Courier. Cincinnati Business Courier, 7/16/2021.
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.
Thursday, June 24, 2021
President Jason Jackman participates in RIA Roundtable: “Inflation, M&A, Virtual Meetings & Technology with Asset TV.” Asset TV, 6/24/2021.
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
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.
Friday, January 29, 2021
JIC Managing Director Charles Rinehart, CFA, CAIA, talks Gamestop with WLWT5 reporter John London. WLWT, 1/28/2021.
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.
Friday, September 11, 2020
JIC Research Analyst Joe Edelstein, CFA, talks with Cincinnati Business Courier regarding Kroger earnings in recent article: “Here’s what analysts expect from Kroger’s second quarter earnings report.” Cincinnati Business Courier, 9/9/2020.
Friday, September 4, 2020
JIC Director of Marketing, Jamie Horn has been selected as a member of the Cincinnati USA Regional Chamber 2020 WE Lead class. Cincinnati Business Courier, 9/4/2020.
Tuesday, September 1, 2020
JIC Research Analyst Joe Edelstein, CFA, talks with Cincinnati Business Courier regarding delivery subscription programs in recent article: “With Walmart+ launching, Kroger testing its next move, analysts say”. Cincinnati Business Courier, 9/1/2020.
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.
Wednesday, July 29, 2020
JIC’s Director of Northeastern Ohio Market and Senior Portfolio Manager, Anthony Kure, CFP® discusses stock market volatility and portfolio strategy in a recent Goering Center News article. Goering Center News, 7/7/2020.
Thursday, July 23, 2020
Wednesday, July 8, 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 26, 2020
Johnson Investment Counsel highlighted in recent TechTarget article for seamless transition to a work form home environment during pandemic. TechTarget, 6/26/2020.
Thursday, June 25, 2020
Johnson Investment Counsel ranked by SmartAsset as a top financial advisory firm in Cincinnati, Ohio. SmartAsset.com, 5/7/2020.
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.”
Friday, June 5, 2020
JIC’s Brandon Zureick, CFA, spoke with WLWT’s John London regarding the local economy and unemployment numbers. WLWT, 6/5/2020.