Bio

James M. Wineland, CIMA®, AIF®

James M. Wineland, CIMA®, AIF®

Portfolio Manager
Wealth Management, 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 Investment Management (CIMA®) designation, The Accredited Investment Fiduciary (AIF®) Designation and is CFP© candidate. 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

Memberships

Ashland University Alumni Association
Financial Planning Association 
Investment & Wealth Institute