Bio
James M. Wineland, CFP®, CIMA®, AIF®
Portfolio Manager
Wealth Management Services, Cleveland - Akron
James joined Johnson Investment Counsel in 2020. He is a Portfolio Manager in the Wealth Management Division, serving clients in the Cleveland-Akron office. James holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Certified Investment Management (CIMA®) designation, and The Accredited Investment Fiduciary (AIF®) designation. Prior to joining the firm, he worked for Boyd Watterson as a Regional Consultant as well as PNC Capital Advisors and PNC Investments.
Relevant Work Experience
Boyd Watterson, Regional Consultant
PNC Capital Advisors, Internal Wholesaler
PNC Investments, Financial Consultant
PNC Investments, Senior Operations Associate
PNC Investments, Asset Service Member
Education
Ashland University, B.A. Finance
Community Involvement
National Kidney Foundation
Board Member
CFP® Board
Mentor
Family Reach
Volunteer Financial Planner (former)
Memberships
Brecksville Chamber of Commerce
Chagrin Falls Chamber of Commerce
Cleveland Estate Planning Council
Akron Estate Planning Council
Hockey Players in Business
Ashland University Alumni Association
Financial Planning Association
Investment & Wealth Institute