Bio
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(440) 877-9990
Brandon R. Plumb, CFA, CFP®
Portfolio Manager Assistant
Wealth Management Services, Cleveland - Akron
Brandon joined Johnson Investment Counsel in 2019. He is a Portfolio Manager Assistant 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