Bio

Elizabeth R. Schaefer, CIMA®
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(937) 461-3790

Elizabeth R. Schaefer, CIMA®

Senior Portfolio Manager, Principal
Wealth Management Services, Dayton

Elizabeth joined Johnson Investment Counsel in 2018. She is a Portfolio Manager and holds the Certified Investment Management Analyst (CIMA®) designation. Prior to joining the firm, Elizabeth was the Director of Sales & Client Service for Riazzi Asset Management.

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Team Members

Joseph P. White, CFA, CFP®
Portfolio Manager
M. Deneé Kochersperger
Portfolio Manager Assistant
Jennifer R. Hanselman
Client Support Assistant

Relevant Work Experience

Riazzi Asset Management, Director Sales & Client Service
UBS, Vice President, Financial Advisor
McDonald Investments, Managed Account Group

Education

Miami University, B.A. English

Community Involvement

St. Charles Parish
Eucharistic Minister 
Archbishop Alter High School
Board of Trustees
Finance Committee
United States Tennis Association
Junior Team Tennis Captain (former)

Memberships

Investment Management Consultants Association®