News and media

Chad Maggard, CFA, Managing Director at Johnson Investment Counsel, joins the Smart Money Circle Show to share insights on building trust, navigating market uncertainty, and delivering value in every client interaction. Tune in as he offers a candid look at the wealth management industry and what it takes to thrive in challenging times. "Managing Tough Client Talks: Lessons from a $20 Billion AUM Firm." Smart Money Circle Show Hosted By Adam Sarhan, 6/16/2025.

Mary P. Burns, Esq., Vice President of Estate Planning and Senior Trust Counsel at Johnson Investment Counsel, shares her expert perspective on the upcoming expiration of the Tax Cuts and Jobs Act (TCJA) and its potential impact on estate plans for high-net-worth individuals and families. Explore her insights in the full article: "Estate Planning Is Changing in 2026 - Here's How." Financial Advisor Magazine, 6/6/2025.

Johnson Investment Counsel was named a Top Workplace by The Cincinnati Enquirer for the 12th year in a row. "Cincinnati Top Workplaces." Cincinnati Enquire, 5/29/2025.

Charles Rinehart, Chief Investment Officer at Johnson Investment Counsel, offers a fresh perspective on the traditional divide between growth and value stocks. Read more about Charles’ insights in the full article: “Warren Buffett Invested In These 2 Growth Stocks Despite His Long History as a Value Investor.” GoBankingRates.com, 4/22/2025.

Bill Jung, CFA, Senior Research Analyst, noted a mixed but balanced quarter for Fifth Third Bank. Read more about Bill’s insights in the full article. “Fifth Third CEO offers insight on how tariffs are affecting business borrowing.” Cincinnati Business Courier, 4/21/2025.

Johnson Investment Counsel is honored to be ranked 8th in Columbus Business First’s Largest Central Ohio Financial Planners – Fee-Only list. This ranking, based on assets under management as reported by individual firms, reflects our continued commitment to providing trusted, independent financial guidance. We remain dedicated to serving our clients with personalized financial planning and investment management expertise. “Here are the 19 largest fee-only financial planning firms in Central Ohio.” Columbus Business First, 3/28/25.

Chief Executive Officer, Jason Jackman, CFA, spoke with InvestmentNews on the cost of consolidation from mergers and acquisitions and why Johnson has remained employee owned. Read the full article here: “Why these RIA firms are sitting out the M&A trend.” InvestmentNews, 3/24/2025.

Retirement brings new financial challenges, but it also opens up unique opportunities for smart tax planning. Tony Kure, CFP, discusses one of the most crucial periods— the "Golden Window"—a strategic period when retirees can take proactive steps to minimize their lifetime tax burden and secure long-term financial success. Understanding and leveraging this window can make a significant difference in preserving wealth for the years ahead. “The Golden Window: A Top Tax Strategy for the Right Retirees.” Kiplinger, 3/1/2025.

In a recent interview with The Wall Street Journal, Charles Rinehart, CFA, CAIA, Chief Investment Officer, discussed Apple’s earnings. Although iPhone sales did not deliver on expectations Charles noted there is no reason to believe that once AI features are more robust consumers will upgrade. “Apple iPhone Sales Shrink Slightly as Investors Await AI Payoff.” Wall Street Journal, 1/30/2025.

Bill Jung, CFA, Senior Research Analyst, offered some insight to Steve Watkins about Fifth Third’s steady performance this quarter. Read more about Bill’s insights in the full article. “Fifth Third CEO talks about why business owners are more likely to borrow this year.” Cincinnati Business Courier, 1/22/2025.

Joe Abbott, CFA, Senior Research Analyst, commented on Procter & Gamble’s quarterly earnings, highlighting strong execution and market share gains, despite the global challenges. Read more of Joe’s insights in the full article. “How P&G overcame obstacles to surprise analysts, boost market value.” 1/22/2025

Jason Jackman, CEO, recently joined Steve Watkins to discuss the firm's achievement of surpassing $20 billion in assets under management. Jackman emphasized that while growth is a significant milestone, the importance of the growth is that we are helping more people than we ever have before. Read the full article here: “Johnson Investment Counsel crosses major milestone.” Cincinnati Business Courier, 1/16/2025.

Managing Director and Senior Portfolio Manager Tony Kure, CFP offers insight into different strategies for claiming Social Security benefits. “What Is the Maximum Possible Social Security Benefit in 2025?” U.S. News and World Report, 1/13/2025.

Chris Godby, CFA, Senior Research Analyst, provided insight on the acquisition reports of one of the largest public companies in Cincinnati. Godby suggested this reported deal is somewhat of a surprise, given the Paycor investment in a new downtown Cincinnati headquarters and the naming rights for the Bengals stadium. He continued that these actions are more indicative of an independent company seeking growth versus one that was for sale. “Paycor, one of Cincinnati’s largest public companies, in talks to be acquired, report says.” Cincinnati Business Courier, 1/6/2025.

Managing Director of Dayton Market, Vince Russell, recently talked to 2 News on what to do if you have any sort of windfall/inheritance. "What to do if you win the lottery”. 2 News, 12/30/2024.

Johnson Investment Counsel’s Managing Director and Portfolio Manager, Brandon Zureick, has been recognized as an InvestmentNews 2024 Rising Star. Press Release, 11/21/2024.

In a recent interview with The Wall Street Journal, Charles Rinehart, CFA, CAIA, Chief Investment Officer, discussed Apple’s earnings. He was encouraged by the growth in advance of the AI features fully launching, noting there is an underappreciated demand. “Apple Sales Hit Quarterly Record as iPhone Business Rebounds.” Wall Street Journal, 10/31/2024.

Joe Abbott, CFA, Senior Research Analyst, commented on Procter & Gamble’s quarterly earnings, highlighting solid growth outside of the Middle East and China. He also emphasized that the company’s innovation pipeline has given management confidence that the trend of volume growth will continue. “P&G CFO says company still on track despite investor concerns over first-quarter revenue dip.” Cincinnati Business Courier, 10/ 21/2024.

In a recent interview with CNBC, Charles Rinehart, CFA, CAIA, Chief Investment Officer, discussed P&G’s earnings. He noted that while the company is seeing weaker demand in China, the overall issues in Asia are minor compared to the difficulties P&G has overcome in the past. “Procter & Gamble earning beat estimates, but weak demand in China hurts sales.” CNBC, 10/18/2024.

Brandon Zureick, CFA, discusses bond strategies in his latest article, "Tips for Honing Your Bond Strategy." He highlights the growing focus on bonds in 2024, driven by elevated yields and potential rate cuts. Zureick explores how bonds offer stability and income, making them essential for balancing risks in investment portfolios. Understanding the right bond fund for your goals is key to success in the current market. “Tips for Honing Your Bond Strategy”, Kiplinger, 10/15/2024

In a recent appearance on Cincinnati Refined, Local 12’s new lifestyle show, Mary Burns, Esq., Vice President of Estate Planning, spoke with Abbey Cummins about Charitable Giving. She shared valuable information on making tax-efficient donations through qualified charitable distributions. “Make a meaningful impact with your wealth at Johnson Investment Counsel.” Cincinnati Refined, 10/14/2024.

In a recent interview with Asset TV, Charles Rinehart, CFA, CAIA, Chief Investment Officer at Johnson Asset Management, shares the top market trends the team is watching, our global outlook, and ways to manage downside risk. See what Charles has to say here, “A Top RIA’s Market & Macro Outlook.” Asset TV, 10/10/2024.

Charles Rinehart, CFA, CAIA, Chief Investment Officer at Johnson Asset Management recently contributed to the ChartMasters segment for Asset TV. In this video Charles explains the Fed’s history of cutting rates too late and the forces that can hinder economic growth. “Fed Cuts Helpful, But Not All-Clear.” Asset TV, 10/10/2024.

Dan Barnett, CFA, Senior Portfolio Manager, talks with John Matarese from WCPO about investment scams. Dan notes that embarrassment prevents many victims from admitting they’ve been scammed. He warns that red flags include pressure to invest quickly and unrealistic promises of returns over 20%. “Investment scams costing victims more money every year.” Scripps News, 10/9/24.

We are proud to be named once again among Forbes’ Top RIA Firms in America. This prestigious list acknowledges firms with a strong history of safeguarding and growing client wealth for future generations. Forbes, 10/8/24.

Brandon Zureick, CFA, Managing Director and Portfolio Manager, discusses his views on the labor market and economy have rebalanced. He observes that although consumer confidence has decreased, the labor market and economy have successfully adjusted. This is highlighted in the article “Consumer Confidence Tumbles on Job Worries Ahead of the Election.” U.S. News & World Report, 9/24/2024.

Brandon Zureick, CFA, Managing Director and Portfolio Manager, shares his perspective on the Federal Reserve's decision to cut interest rates by half a percent. He notes that while the change may not significantly alter economic conditions, it does convey a clear message to businesses and consumers that the Fed is committed to lowering interest rates. "Interest rate cuts bring good news, but consumers may not feel a huge impact.” Spectrum News 1, 9/21/2024.

Barron’s ranked Johnson Investment Counsel 29th in the nation in their 2024 “Top 100 RIA Firms” ranking. Barron's, 9/16/24.

Joe Abbott, CFA, Senior Research Analyst, shares his thoughts on Kroger’s second-quarter 2024 earnings, highlighting the unexpected improvement in gross margins. “We are confident; Kroger CEO talks Albertsons merger, FTC court case and why results beat expectations.” Cincinnati Business Courier, 9/16/2024.

Senior Research Analyst Joe Abbott, CFA offers insight into the potential Kroger-Albertsons merger, sharing that the case boils down to how the grocery market is defined, if the deal would weaken labor competition and whether C&S would be a relevant competitor. “Kroger-Albertsons merger: Trial comes down to economists testimony, expert says.” Cincinnati Business Courier, 9/11/2024.

Johnson Investment Counsel featured in a Cincinnati Business Courier article as one of ten 2024 honorees at the Goering Center’s 25th Annual Family & Private Business Award. The article highlights Johnson’s commitment to financial peace of mind and focuses on leadership development, client satisfaction, and community involvement. “Johnson Investment Counsel: Investing in the future.” Cincinnati Business Courier, 9/6/2024.

Senior Portfolio Manager Dan Barnett, CFA, was interviewed by Amy Scalia of Cincinnati Refined on retirement savings tips for their show on Local12. “Retirement savings: Tips to keep you on track.” Cincinnati Refined, 8/26/2024.

Managing Director of Research & Senior Portfolio Manager Brian Kute, CFA, emphasizes the importance of investing in quality small and mid-cap (SMID) companies in this Financial Advisor article. Read more here about our approach in Brian’s article “An Approach To Future-Proofing Mid- And Small-Cap Portfolios.” Financial Advisor, 8/15/2024.

Chief Investment Officer Charles Rinehart, CFA, CAIA shares insights on Apple’s 3Q 2024 earnings report, noting how important the upcoming AI launch is to the business. “Apple’s iPhone Sales Slide, but Investors Still Expect AI Rally.” Wall Street Journal, 8/1/2024.

Senior Research Analyst Bryan Andress, CFA weighs in on General Electric’s Q2 earnings release, noting that each phase of GE Aerospace’s emergence as a stand-alone company has come with stronger profitability. “GE Aerospace soars as an independent public company as stock jumps amid Q2 earnings.” Cincinnati Business Courier, 7/26/2024.

Senior Research Analyst Bill Jung, CFA weighs in on Fifth Third Bancorp’s second-quarter earnings report, noting how Fifth Third management continues to navigate the headwinds facing the banking industry relatively well. “Fifth Third CEO says bank will add more Southeast branches as Q2 earnings beat expectations again.” Cincinnati Business Courier, 7/23/2024.

Johnson Investment Counsel ranked 3rd in Cincinnati Business Courier’s Largest Greater Cincinnati Money Management Firms list. The ranking is based on assets under management reported by individual firms via an online survey. “Largest Greater Cincinnati Money Management Firms.” Cincinnati Business Courier, 7/19/2024.

Johnson Investment Counsel ranked as the 31st largest Registered Investment Advisor (RIA) in the nation in Financial Advisor Magazine's "2024 RIA Ranking." Financial Advisor Magazine, 7/12/2024.

Senior Research Analyst Joe Abbott, CFA weighs in on Kroger’s first-quarter earnings, noting the commentary on second-quarter expectations came in a bit weaker than hoped for primarily due to margin pressure. “Kroger shares fell even after 1Q earnings beat expectations. Here’s why.” Cincinnati Business Courier, 6/24/2024.

Senior Portfolio Manager Laura Mattern, CFA, CFP®, was interviewed by Amy Scalia of Cincinnati Refined on saving for college and 529 plans for this week's show on Local12. “The ABCs of 529 College Savings Plans.” Cincinnati Refined, 6/15/2024.

Chief Investment Officer Charles Rinehart, CFA, CAIA weighs in on Apple’s Worldwide Developers Conference’s expected announcement of new artificial intelligence features, nothing that in the extremely competitive AI market it is important that Apple can start showing progress. “Apple Is Under Pressure to Deliver on AI at Monday’s WWDC Event.” Wall Street Journal, 6/10/2024.

Johnson Investment Counsel was named a Top Workplace by The Cincinnati Enquirer for the 11th year in a row. "Cincinnati Top Workplaces." Cincinnati Enquire, 5/29/2024.

Managing Director and Senior Portfolio Manager Tony Kure, CFP offers insight into 529 plans for college savings, recommending opening this tax-favored account as soon as a child is born. “Interest on Federal Student Loans is Rising to 6.53%.” The New York Times, 5/24/2024.

Managing Director and Senior Portfolio Manager Tony Kure, CFP offers insights into different vehicles available to build a retirement paycheck, focusing specifically on annuities. “How to Build Your Retirement Paycheck – And Make It Last.” Barron’s, 5/24/2024.

Chief Investment Officer Charles Rinehart, CFA, CAIA weighs in on Apple’s Q2 2024 earnings report, noting that although iPhone sales were down a bit, they held on to their profitability. “Apple Sales Fall as iPhone, China Businesses Remain Sluggish.” Wall Street Journal, 5/2/2024.

Managing Director Dean Moulas, CFA, featured in Fanfare Magazine on why Johnson Investment Counsel has been involved with Cincinnati Symphony Orchestra since 2002. “Why We Give.” Fanfare Magazine, 3/1/2024.

Chief Investment Officer Charles Rinehart, CFA, CAIA weighs in on the factors influencing the price of gold, noting that real interest rates historically are closely tied to gold prices however geopolitical uncertainty plays as role as well. “What will gold be worth by the end of 2024? Here’s what some experts predict.” CBS MoneyWatch, 4/30/2024.

Senior Research Analyst Bill Jung, CFA weighs in on Fifth Third Bancorp’s first-quarter earnings report, noting how Fifth Third continues to distinguish itself as a leading deposit franchise. “Fifth Third CEO Tim Spence explains how bank’s 1Q earnings show it’s handling tough environment.” Cincinnati Business Courier, 4/23/2024.

Senior Research Analyst Joe Abbott, CFA weighs in on Procter & Gamble’s first earnings report of 2024, noting P&G is executing well although the market environment across a few regions remains challenging. “P&G reports strong profits, but misses mark on sales for a second quarter in a row.” Cincinnati Business Courier, 4/19/2024.

Johnson Trust Company is pleased to announce Trust Counsel Alethea Teh Busken, Esq., has earned her Certification in Estate Planning, Trust and Probate Law from the Ohio Bar Association. This rigorous certification allows attorneys to position themselves as specialists in their field. Alethea is one of only 13 lawyers in the state to be newly certified this year.

Managing Director and Portfolio Manager Brandon Zureick, CFA weighs in on March inflation data and the impact it is likely to have on Federal Reserve rate cut decisions this year. Noting that these higher-than-expected inflation numbers are likely to mean few rate cuts this year than initially anticipated. "Investors hold out for rate cuts as inflation rises.” Spectrum News 1, 4/14/2024.

Managing Director and Portfolio Manager Brandon Zureick, CFA weighs in on Biden’s billionaire tax proposal. Noting the difficulty in implementing this type of tax as billionaires often don’t have a typical paycheck. "The big flaw in Biden’s billionaire tax proposal, according to experts.” Yahoo! Finance, 4/6/2024.

Managing Director and Senior Portfolio Manager Tony Kure, CFP offers some key strategies for raising financially savvy kids. Noting the importance of empowering kids from an early age in an effort to build a healthy relationship with money as adults. "I’m a Financial Expert: 5 Ways I’m Raising My Kids To Be Financially Savvy Adults.” GoBankingRates.com, 4/5/2024.

Chief Executive Officer Jason Jackman, CFA weighs in on the economic impact of elections in Ohio, noting that competitive general election races in the state this fall are likely to bring significant outside money into the state. “Economic impact of primary and general elections in Ohio.” Spectrum News 1, 3/31/2024.

Johnson Investment Counsel ranked 8th in Columbus Business First’s Largest Central Ohio Financial Planners – Fee Only list. The ranking is based on assets under management reported by individual firms via an online survey. “Largest Central Ohio Financial Planners – Fee Only.” Columbus Business First, 3/28/24.

Senior Research Analyst Joe Abbott, CFA weighs in on Kroger’s fourth-quarter 2023 earnings report, noting that fiscal 2024 guidance looks solid. “Kroger stock soars after 4Q earnings, guidance exceed estimates.” Cincinnati Business Courier, 3/7/2024.

Managing Director and Portfolio Manager Brandon Zureick, CFA weighs in on the Federal Trade Commission’s attempt to block the acquisition of Albertsons by the Kroger Company. Noting how although there are strong arguments for the deal to go though, there are also points in favor for the FTC to shut it down. "Roadblock: Kroger is trying to get past the FTC’s efforts to halt its $24.6B acquisition of rival grocer Albertsons.” Cincinnati Business Courier, 3/6/2024.

Managing Director and Portfolio Manager Brandon Zureick, CFA discussed the Fed’s decision to keep rates steady at the most recent FOMC meeting with Spectrum News 1, noting that the Fed pushed back a bit on the notion they are going to be lowering rates in the very near term. “The Federal Reserve isn’t moving so fast on cutting rates.” Spectrum News 1, 2/4/2024.

CEO Jason Jackman, CFA spoke with Asset TV about the change in market sentiment, economic risks to watch in the new year, and the impact of elections on market performance. “What to Tell Clients Concerned about the 2024 Election.” Asset TV, 2/1/2024.

Managing Director and Portfolio Manager Brandon Zureick, CFA weighs in on how the large bank failures that occurred in early 2023 have continued to impact the banking industry. Noting how these failures may increase regulations on all banks moving forward. "Last year’s SVB Signature Bank failures are now costing Ohio banks hundreds of millions of dollars.” Cleveland.com, 1/26/2024.

Senior Research Analyst Bill Jung, CFA weighs in on Fifth Third Bancorp’s fourth-quarter earnings report, nothing how successful Fifth Third appears to be at managing the headwinds facing the banking industry. “Fifth Third CEO Tim Spence: Bank ‘in position to play offense’ when it comes to making loans in ‘24.” Cincinnati Business Courier, 1/23/2024.

Senior Research Analyst Bryan Andress, CFA weighs in on General Electric’s 2023 earnings release, noting the strong showing of GE’s Aerospace segment. “GE Aerospace, GE Vernova ‘ready to launch’ ahead of April spinoff.” Cincinnati Business Courier, 1/23/2024.

Senior Research Analyst Joe Abbott, CFA weighs in on Procter & Gamble’s final earnings report of 2023, emphasizing the growing significance of volume growth to investors. “P&G’s higher prices, productivity growth offset sluggish sales ahead of expected 2024 slowdown.” Cincinnati Business Courier, 1/23/2024.

Managing Director and Portfolio Manager Brandon Zureick, CFA discussed the interest rate outlook for 2024 with Spectrum News 1, noting that steady interest rates and slowing economic growth could bring positive developments for consumers. “Consumers May See Some Relief in 2024.” Spectrum News 1, 12/31/2023.

Portfolio Manager James Wineland, CFP®, CIMA®, AIF® spoke with Ideastream Public Media on retirement plans for small businesses. Setting up a 401(k) that is straightforward, manageable and affordable comes with its challenges for small business owners. James shares some crucial questions entrepreneurs should be considering when deciding the right plan. “Are retirement benefit plans worth the hassle for Northeast Ohio’s entrepreneurs?” Ideastream Public Media, 12/11/2023.

Portfolio Manager James Wineland, CFP®, CIMA®, AIF® spoke with Ideastream Public Media on retirement plans for small businesses. Setting up a 401(k) that is straightforward, manageable and affordable comes with its challenges for small business owners. James shares some crucial questions entrepreneurs should be considering when deciding the right plan. “Are retirement benefit plans worth the hassle for Northeast Ohio’s entrepreneurs?” Ideastream Public Media, 12/11/2023.

Portfolio Manager James Wineland, CFP®, CIMA®, AIF® spoke with Ideastream Public Media on retirement plans for small businesses. Setting up a 401(k) that is straightforward, manageable and affordable comes with its challenges for small business owners. James shares some crucial questions entrepreneurs should be considering when deciding the right plan. “Are retirement benefit plans worth the hassle for Northeast Ohio’s entrepreneurs?” Ideastream Public Media, 12/11/2023.

Portfolio Manager James Wineland, CFP®, CIMA®, AIF® spoke with Ideastream Public Media on retirement plans for small businesses. Setting up a 401(k) that is straightforward, manageable and affordable comes with its challenges for small business owners. James shares some crucial questions entrepreneurs should be considering when deciding the right plan. “Are retirement benefit plans worth the hassle for Northeast Ohio’s entrepreneurs?” Ideastream Public Media, 12/11/2023.

Portfolio Manager James Wineland, CFP®, CIMA®, AIF® spoke with Ideastream Public Media on retirement plans for small businesses. Setting up a 401(k) that is straightforward, manageable and affordable comes with its challenges for small business owners. James shares some crucial questions entrepreneurs should be considering when deciding the right plan. “Are retirement benefit plans worth the hassle for Northeast Ohio’s entrepreneurs?” Ideastream Public Media, 12/11/2023.

Johnson Investment Counsel Chief Investment Officer Jason Jackman, CFA, is included in Cincinnati 300, Cincinnati Magazine’s 2023 list of the city’s most influential leaders. "The Region's Most Powerful Business Leaders." Cincinnati Magazine, 11/13/2023.

Managing Director and Portfolio Manager Brandon Zureick, CFA discussed the U.S. jobs report with Spectrum News 1, sharing that gains across the U.S. economy slightly surpassed economists’ expectations. Zureick also pointed out that the outlook is even better for Ohio where reshoring and new manufacturing activity will continue to support regional job growth. “Impact of U.S. Jobs Report on Ohio.” Spectrum News 1, 12/11/2023.

Managing Director and Portfolio Manager Brandon Zureick, CFA discussed the recent federal spending bill with Spectrum News 1, highlighting its implications for the economy. The efforts to prevent a government shutdown were particularly welcome news, especially considering the holiday travel season. Zureick also noted that the pace of inflation is moderating, which is positive news for both consumers and investors. "Impact of Government Spending Bill and the Consumer Price Index." Spectrum News 1, 11/20/2023.

Senior Research Analyst Bill Jung, CFA, weighs in on Fifth Third’s third-quarter earnings in a Cincinnati Business Courier article: "Fifth Third CEO on 3Q earnings: ‘It was one of the better quarters anybody posted." Cincinnati Business Courier, 10/24/2023.

Senior Research Analyst Joe Abbott, CFA, weighs in on P&G’s revised earnings expectations in a Cincinnati Business Courier article: " Procter & Gamble beats Wall Street expectations in first-quarter earnings report, revises 2024 guidance." Cincinnati Business Courier, 10/19/2023.

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. “Top 100 RIA Firms.” 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 list. The ranking is based on assets under management reported by individual firms via an online survey. “Largest Greater Cincinnati Money Management Firms.” 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's Johnson Investment Counsel adds seven shareholders." 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. "Cincinnati Top Workplaces." Cincinnati Enquirer, 6/19/2023.

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 list. The ranking is based on assets under management reported by individual firms via an online survey. “Largest Central Ohio Financial Planners-Fee Only.” 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. "Women, Wealth, and Johnson." 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.

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.

Johnson Investment Counsel ranked by SmartAsset as a top financial advisory firm in Ohio. SmartAsset.com, 7/5/2018.

Johnson Investment Counsel ranked as the 26th largest Registered Investment Advisor (RIA) in the nation, among FA's "2018 Top RIA Survey" by Financial Advisor (FA) Magazine. Financial Advisor Magazine, 7/5/2018.

Joseph Edelstein, Research Analyst, was featured in an article by the Cincinnati Business Courier titled "How Amazon-Whole Foods has impacted Kroger one year later." Cincinnati Business Courier, 6/11/2018.

Johnson Investment Counsel named a 2018 Top Workplace in Cincinnati by Enquirer Media. Cincinnati Enquirer, 6/8/2018.

Joseph Edelstein, Research Analyst, was quoted in an article regarding P&G and the status of current CEO David Taylor. Cincinnati Enquirer, 4/30/2018.

Bill Jung, Research Analyst, was interviewed by the Cincinnati Business Courier in an article titled "Why Cincinnati Financial's stock fell after it reported earnings." Cincinnati Business Courier, 4/30/2018.

Ranked #4 in Columbus Business First's "Largest Central Ohio Financial Planners - Fee Only" ranking for 2017.

Joe Edelstein was interviewed by WCPO regarding the recent speculation of Kroger and Target merging. WCPO Cincinnati, 4/4/2018.

Jason Jackman, President, was interviewed by the Cincinnati Business Courier regarding the recent acquisition of Riazzi Asset Management in an article titled "Johnson Investment Counsel Buys Dayton Investment Firm." Cincinnati Business Courier, 3/2/2018.

Jason Jackman was interviewed by the Cincinnati Business Courier regarding the acquisition of Riazzi Asset Management in Dayton. Cincinnati Business Courier, 2/23/2018.

Johnson Investment Counsel Acquires Riazzi Asset Management. Press Release, 2/21/2018.

Johnson Investment Counsel was named a winner of the 2017 Best Practices Awards for Excellence in Compensation and Staffing by InvestmentNews. InvestmentNews, 10/17/2017.

Barron's ranked Johnson Investment Counsel as 15th in the nation on their "Top 30 Registered Investment Advisor (RIA) Firms Ranking" for 2017. Barron's, 9/15/2017.

Todd Wenning was featured in an article from U.S. News & World Report titled "What to Do When You Sell Stock Too Soon." U.S. News & World Report, 9/13/2017.

Joe Edelstein, Research Analyst, was quoted by the Cincinnati Business Courier in an article titled "Here's how Kroger will be affected by Amazon-Whole Foods deal." Cincinnati Business Courier, 8/28/2017.

Jason Jackman will speak at Fund Evaluation Group's (FEG) 2017 Investment Forum in Cincinnati. His session is called, ”A Guide to Better Governance” and will explore Board governance–including challenges and investment pitfalls, the importance of diverse thought, and tools to develop an effective committee process. Press Release, 8/24/2017.

Vince Russell, Director of the Dayton Market, discusses how and when clients should speak to their children about charitable giving. The Dayton Foundation, Futures, Summer 2017.

Jason Jackman, President, and Anthony Kure, Director of Northeastern Ohio Market, were featured in an article discussing the recent expansion of Johnson Investment Counsel to Cleveland. PR Newswire-Cision, 8/16/2017.

Jason Jackman, President, was featured in a Dayton Business Journal article discussing the recent expansion to Cleveland in an article titled "Regional money management firm makes Cleveland acquisition, eyes buying Dayton firm." Dayton Business Journal, 8/8/2017.

We are excited to announce that we now have an office in the Cleveland-Akron area! Press Release, 8/7/2017.

Jason Jackman, President, and Tony Kure, Director of Northeastern Ohio Market, were interviewed by Crain's Cleveland in an article titled "Cincinnati investment giant acquires NEO's Magis Wealth." Crain's, 8/7/2017.

Jason Jackman, President, was interviewed by the Cincinnati Business Courier regarding the recent expansion of Johnson Investment Counsel in the article titled "One of Cincinnati's largest money management firms makes Cleveland acquisition." Cincinnati Business Courier, 8/4/2017.

Jason Jackman, President, presented the Patrick Chong Memorial Scholarship to two outstanding students, Kyle Ackerman and Shaun Grant.

Chad Maggard, Portfolio Manager, discusses helpful points to consider when talking about family money with the next generation. Goering Center eNewsletter, 7/12/2017.

Jason Jackman, President, was quoted by the Cincinnati Business Courier in the article, "Here are the top 10 Cincinnati stocks in the first half of '17." Cincinnati Business Courier, 7/7/2017.

Johnson Investment Counsel is listed as the 22nd largest Registered Investment Advisor (RIA) among FA's "2017 Top RIA Survey” by Financial Advisor (FA) Magazine. Financial Advisor Magazine, 7/5/2017.

Johnson Investment Counsel was named to the 2017 Financial Times 300 Top Registered Investment Advisors list. The Financial Times is a daily newspaper and one of the world's leading news organizations, focusing on business and economic news. Financial Times, 6/22/2017.

Johnson Investment Counsel was named a 2017 Top Workplace in Cincinnati by Enquirer Media. Cincinnati Enquirer 6/6/2017.

Johnson Investment Counsel is ranked as the 13th largest Registered Investment Advisor (RIA) in the United States among "Largest Fee-Only RIAs" by InvestmentNews Magazine. InvestmentNews, 6/4/2017.

Jason Jackman and Bret Parrish are quoted in Sycamore Living Magazine discussing the opening of a second Cincinnati office in Kenwood. Sycamore Living, 5/9/2017.

Johnson Investment Counsel Celebrates 15 Years of Outperforming its Benchmark in Intermediate Bond Portfolios. Press Release, 5/3/2017.

Johnson Investment Counsel is pleased to announce the opening of a second Cincinnati office in Kenwood at 7755 Montgomery Road in The Redstone Building. The new office will be occupied by the firm's family offices services division, Johnson Trust Family Office Services. Press Release, 2/24/2017.

Jason Jackman discusses the opening of a second Cincinnati office in Kenwood during an interview with Steve Watkins of the Cincinnati Business Courier. Cincinnati Business Courier, 2/23/2017.

Jason Jackman, President, was quoted by Cincy Magazine in their 2017 Wealth Management Guide, pages 3-5.

Jason Jackman, President, was quoted by the Cincinnati Business Courier in the article, "Here's how Cincinnati investment pros say the election will affect your investments." Cincinnati Business Courier, 11/9/2016.

Jason Jackman, President, was interview by WCPO Cincinnati for the online article, "Cincinnati companies could learn to like President Trump, unless he starts a trade war."

Jason Jackman, President, was interviewed by WKRC Local Channel 12 regarding Wall Street expectations now that Trump has been elected. WKRC Local 12, 11/9/2016.

Jason Jackman, President, was quoted by the Enquirer for the article, "What Trump's win means for companies, local economy." Cincinnati.com, 11/9/2016.

Tim Gehner, Director, was quoted on Forbes.com in the article, "Trump Vs. Clinton: How Will The Stock Market React To The Election?" Forbes.com, 11/1/2016.

Scott Wyckoff was a guest on WVXU radio discussing "How November's Election Results Could Impact The Economy." WVXU 91.7 FM, 10/25/2016.