Johnson in the News

Senior Research Analyst Joe Abbott, CFA, weighs in on tInstacart’s $660 million initial public offering and its impact on Kroger in the Cincinnati Business Courier article: "Kroger in line to make big haul from Instacart’s $660 million IPO through Albertsons" Cincinnati Business Courier, 9/20/2023.

Barron’s ranked Johnson Investment Counsel 36 in the nation in their 2023 “Top 100 RIA Firms” ranking. Barron's, 9/18/23.

Senior Research Analyst Joe Abbott, CFA, weighs in on Kroger’s lower than expected same-store sales growth in the Cincinnati Business Courier article: " Kroger CEO Rodney McMullen on store divestitures: ‘We've addressed all the questions the FTC would have’" Cincinnati Business Courier, 9/11/2023.

Managing Director of Dayton Market Vince Russell highlighted in Dayton Daily News: " Oakwood dad educates teachers, students on the stock market:  Vince Russell wants others to learn lessons he didn’t while growing up." Dayton Daily News, 8/20/2023.

Managing Director of Northeastern Ohio Market Tony Kure, CFP® weighs in on Moody’s Investors Service’s  “negative outlook” rating of PNC, Citizens, Fifth Third, Huntington banks in Cleveland.com article: " Moody’s gives ‘negative outlook’ to PNC, Citizens, Fifth Third, Huntington banks. But what does that mean?" Cleveland.com, 8/11/2023.

Senior Research Analyst Joe Abbott, CFA, weighs in on P&G’s earnings expectations in a Cincinnati Business Courier article: "P&G beats earnings expectations, forecasts even stronger sales in 2024" Cincinnati Business Courier, 7/28/2023.

Johnson Investment Counsel ranked 4th 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, 7/24/2023.

Johnson Investment Counsel ranked as the 29th largest Registered Investment Advisor (RIA) in the nation in Financial Advisor Magazine's "2023 RIA Ranking." Financial Advisor Magazine, 7/17/2023.

Senior Research Analyst Bill Jung, CFA, weighs in on Fifth Third’s second-quarter earnings in a Cincinnati Business Courier article: "Fifth Third defies industry trends amid 'difficult environment. ' Here's what its CEO is saying" Cincinnati Business Courier, 7/21/2023.

Johnson Investment Counsel names Bryan Andress, CFA, Sandy Himmelsbach, CFP®, ChSNC®, Ryan Martin, CFA, Laura Mattern, CFA, CFP®, Max Monk, CFA, Justin Rowden, CFP®, and Michael Timm, CFA, CFP® as new shareholders. This brings the grand total of shareholders to 48 out of 158 employees. Cincinnati Business Courier, 7/14/2023.

CEO Jason Jackman, CFA spoke with Spectrum News 1 about interest rates being paused and the possible impact on the economy and inflation.  Jackman touched on why Americans should enjoy the “skip” on interest rates by the Federal Reserve, while it determines what its next move will be for the future in the interview: " What the Federal Reserve pause on interest rate hikes means for Americans." Spectrum News 1, 6/25/2023

Johnson Investment Counsel named a Top Workplace by The Cincinnati Enquirer for the 10th year in a row.

JIC Senior Research Analyst Joe Abbott, CFA talks about Kroger’s first-quarter earnings in the Cincinnati Business Courier’s article “Why Analysts Aren’t Thrilled by Kroger’s First Quarter Results.” Cincinnati Business Courier, 6/15/2023.

CEO Jason Jackman, CFA spoke with Spectrum News 1 about the debt ceiling being suspended until 2025 and the impact on Federal Reserve's next decision. Jackman touched on the possibility of a recession in 2023 and what that will mean for the banking sector and borrowers in general in the interview: " Debt ceiling suspension impact on Federal Reserve's next." Spectrum News 1, 6/11/2023

Johnson Investment Counsel ranked 19th in Crain’s Cleveland Business 2023 “Investment Advisor List.” The ranking is based on assets locally managed by the firms reported by individual firms via an online survey. Crain’s Cleveland Business, 5/15/2023.

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

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

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.

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.

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

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.

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.

Barron’s ranked Johnson Investment Counsel as 38th in the nation in their 2022 “Top 100 RIA Firms” ranking. Barron's, 9/19/22.

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.

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.

President Jason Jackman is interviewed by Asset TV on financial planning in times of market volatility. He also shares advice for investors and outlines top risks to monitor in times of economic uncertainty. "The More Reliable Recession Indicator." Asset TV, 7/7/2022.

Johnson Investment Counsel names Director of Marketing Jamie Horn, Senior Portfolio Manager Jonathan McEvoy, CFP®, AIF®, and Senior Portfolio Manager Elizabeth Schaefer, CIMA®, as new shareholders. This brings the grand total of shareholders to 44 out of 158 employees. Cincinnati Business Courier, 6/28/2022.

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.

Johnson Investment Counsel's President, Jason Jackman, is quoted in a Cincinnati Business Courier article "One of Cincinnati's largest investment firms quadruples Kenwood office." Cincinnati Business Courier, 5/31/2022.

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, 4/1/2022.

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.

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.

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.

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.

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.

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.

Barron’s ranked Johnson Investment Counsel as 37th in the nation in their 2021 “Top 100 RIA Firms” ranking. Barron's, 9/20/21.

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.

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.

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.

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.

Johnson Investment Counsel ranked 4th among “Greater Cincinnati’s Largest Money Management Firms” by Cincinnati Business Courier.  Cincinnati Business Courier, 7/16/2021.

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.

President Jason Jackman participates in RIA Roundtable: “Inflation, M&A, Virtual Meetings & Technology with Asset TV.” Asset TV, 6/24/2021.

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.

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.

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.

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.

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.

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.

JIC Managing Director Charles Rinehart, CFA, CAIA, talks Gamestop with WLWT5 reporter John London. WLWT, 1/28/2021.

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

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.

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.

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.