Bio
// Email Me
(440) 877-9990
Brandon R. Plumb, CFA, CFP®
Associate Portfolio Manager
Wealth Management Services, Cleveland - Akron
Brandon joined Johnson Investment Counsel in 2019. He is an Associate Portfolio Manager in Wealth Management in Cleveland, Ohio and holds both the Chartered Financial Analyst (CFA) and the Certified Financial Planner (CFP®) designation. Prior to joining the firm, Brandon worked for KeyBank in Cleveland as a Licensed Relationship Manager and also as a Retail Bank Intern.
Relevant Work Experience
KeyBank, Licensed Relationship Manager
KeyBank, Retail Banking Internship
Education
Ohio State University, B.S.B.A Finance