Alex Wertz, CFP®

Alex Wertz, CFP®

Portfolio Manager Assistant
Family Office Services, Cincinnati - Kenwood

Alex joined Johnson Investment Counsel in 2020 and serves as a Portfolio Manager Assistant. Prior to joining the firm full-time, he worked in the West Fork and Kenwood offices as a Wealth Management Intern since May of 2019. Alex also completed internships with Charles Schwab & Co. and Great American Insurance Group while in college. He graduated from Indiana University’s Kelley School of Business in May of 2020 with a degree in Finance, and a concentration in Wealth Management.

Relevant Work Experience

Johnson Investment Counsel, Wealth Management Intern
Charles Schwab & Co., Registered Investment Advisory Intern
Great American Insurance Group, Annuity/Finance Intern


Indiana University, B.S. Finance

Community Involvement

Cincinnati Animal Shelter


Financial Planning Association
Kelley School of Business Wealth Management Workshop Alumni Association