Johnson Investment Counsel

2024 Virtual Wealth Management Forum

Thursday, February 8, 2024


In this year's annual Wealth Management Forum, CEO Jason Jackman provides a firm update, and CIO Charles Rinehart and Managing Director Brandon Zureick provide a detailed economic and market analysis. In addition, special guest Andy Laperriere, Head of U.S. Policy Research for Piper Sandler in Washington, DC joins us. He and Jason Jackman discuss the market implications of policy and political developments.

Our speakers:

  • Jason Jackman, CFA - CEO, Johnson Investment Counsel
  • Charles Rinehart, CFA, CAIA - CIO, Johnson Investment Counsel
  • Brandon Zureick, CFA - Managing Director & Portfolio Manager, Johnson Asset Management
  • Andy Laperriere - Head of U.S. Policy Research for Piper Sandler, Washington DC   Learn more about Andy Laperriere here.


To download the slides from this year's Wealth Management Forum, click the appropriate link below:


One of our most important responsibilities to client and prospective clients is to communicate in an open and direct manner. Some of our comments in this presentation are based on current management expectations and are considered “forward-looking statements”. Actual future results, however may prove to be different from our expectations. We cannot promise future results. Any performance expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this presentation was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise. The material contained herein is based upon proprietary information and is provided purely for reference and as such is confidential and intended solely for those to whom it was provided by JIC. Certain information provided herein is based on third-party sources. Although believed to be accurate, the information provided from third-party sources has not been independently verified. JIC assumes no liability for errors and omissions in the information contained herein.