Bio

Joseph P. Carlo, CFP®

Joseph P. Carlo, CFP®

Portfolio Manager Assistant
Wealth Management, Cincinnati - West

Joe joined Johnson Investment Counsel in 2018 and is a Portfolio Manager Assistant. Before coming to the firm, he was a Business Manager for Concert:nova and a Development Associate for Cincinnati Opera. Joe holds the Certified Financial Planner (CFP®) certification.

Relevant Work Experience

Concert:Nova, Business Manager
Cincinnati Opera, Development Associate

Education

University of Cincinnati, M.S. Finance
University of Cincinnati, M.B.A.
University of Cincinnati, M.A. Arts Administration

Community Involvement

Alzheimer's Association
Tri-State Walk to End Alzheimer's Committee