Johnson in the News

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.

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.

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.

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.

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.

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.

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.

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.

Cincinnati Business Courier features Johnson Investment Counsel's recent shareholder class in the article, "Johnson Investment Counsel adds nine new shareholders." Cincinnati Business Courier, 7/23/2020.

Jason Jackman, President, presented the Patrick Chong Memorial Scholarship to two outstanding students, Nicole Moulas and Andrew Moulas. Press Release, 7/8/2020.

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.     

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.

Johnson Investment Counsel highlighted in recent TechTarget article for seamless transition to a work form home environment during pandemic. TechTarget, 6/26/2020.     

Johnson Investment Counsel ranked by SmartAsset as a top financial advisory firm in Cincinnati, Ohio. SmartAsset.com, 5/7/2020.

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.”

JIC’s Brandon Zureick, CFA, spoke with WLWT’s John London regarding the local economy and unemployment numbers. WLWT, 6/5/2020.

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.

Ranked #5 in Columbus Business First's "Largest Central Ohio Financial Planners - Fee Only" Ranking for 2019.

JIC Research Analyst Joe Edelstein, CFA, shares insight regarding Kroger Co.’s sales growth in Cincinnati Business Courier article: “Kroger analysts sound off on company’s astounding March sales growth.” Cincinnati Business Courier, 4/3/2020.

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.

JIC President Jason Jackman, CFA, shares insight regarding stock market climb in Cincinnati Business Courier article: “Cincinnati stocks climb as market soars for third straight day.” Cincinnati Business Courier, 3/26/2020.

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

JIC Managing Director, Charles Rinehart, CFA, CAIA is quoted in Cincinnati Business Courier article: “UPDATE: These Cincinnati stocks got hammered as market suffers record loss.” Cincinnati Business Courier, 3/9/2020.

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.

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.

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.

Director of Northeastern Ohio Market and Portfolio Manager Antony Kure, CFP® is interviewed by Regal Assets' founder and CEO, Tyler Gallagher, for Medium in “5 Things To Look For When Hiring a Financial Planner or Financial Adviser.” Medium, 11/14/2019.

Johnson Investment Counsel ranked by SmartAsset as a top financial advisory firm in Cincinnati, Ohio. SmartAsset.com, 10/10/2019.

Portfolio Managers, Mike Stanis, CFA, CFP®, and Scott Wyckoff, CFA, CFP®, are quoted in NKY Magazine article entitled " NKY Wealth Management - Looking Ahead to 2020", 10/3/2019.

The NKY Business Journal article “Benefits of Board Membership” by Katie Lois quotes JIC Director of Marketing, Jamie Ritter, on the importance of commitment when serving on the board of a community organization. NKY Business Journal, 9/11/2019.

Jason Jackman, President, presented the Patrick Chong Memorial Scholarship to two outstanding students, Abbie Brink and Lauren Tschieder. Press Release, 9/5/2019.

The brand new Johnson Investment Counsel Investment Lab is mentioned in a Cincinnati Business Courier Article about The University of Cincinnati's new home for its College of Business – the Carl H. Lindner Hall. Cincinnati Business Courier, 8/8/2019.

JIC Director of Marketing, Jamie Ritter, selected as a member of the Cincinnati Business Courier's 2019 Forty Under 40 class. Cincinnati Business Courier, 8/5/2019.

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.

Johnson Investment Counsel ranked among the nations' top investment advisory firms in Financial Times' “FT 300: Top Registered Investment Advisers 2019” list. Financial Times, 6/27/2019.

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.

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.

Named a 2019 Top Workplace by Cincinnati Enquirer.

Jason Jackman discusses Johnson Investment Counsel's expansion into the Michigan market. Cincinnati Business Courier, 5/7/2019

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.

We are excited to announce that effective immediately Johnson Institutional Management, a division of Johnson Investment Counsel, is changing its name to Johnson Asset Management. Press Release, 4/9/2019.

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.

Joe Edelstein, Research Analyst, is quoted in WCPO story, “Is Procter & Gamble getting better with big ideas?” WCPO Cincinnati, 3/18/2019.

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. 

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.

Jason Jackman shares insights in Cincinnati Business Courier article regarding local businesses with large cash holdings. Cincinnati Business Courier, 11/27/2018.

Our President, Jason Jackman, discusses the "10 Myths of the Secret Neighborhood Millionaire" with Kevin Daum from Inc.com. Inc.com, 9/28/2018.

Vince Russell, Director of Dayton Market, was featured in an article by the Dayton Business Journal discussing the growth of the Dayton office and the future that lies ahead. Dayton Business Journal, 8/23/2018.

Jason Jackman, President, presented the Patrick Chong Memorial Scholarship to two outstanding students, Benjamin Gerding and Alexander Wertz. Press Release, 8/10/2018.