Bio

Chad R. Maggard, CFA
// Read My Story // Email Me
(513) 389-2761

Chad R. Maggard, CFA

Managing Director, Principal
Management Team, Family Office Services, Cincinnati - Kenwood

Chad joined Johnson Investment Counsel in 2009 and is a Managing Director within Johnson Family Office Services. He is a shareholder of the firm and holds the Chartered Financial Analyst® (CFA®) designation. Prior to coming to the firm, he was a Financial Consultant for AXA Advisors, LLC.

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Team Members

Eric J. Bachus, CFA
Associate Portfolio Manager
Alex Wertz, CFP®
Portfolio Manager Assistant
Amanda A. Wallace
Client Support Assistant

Relevant Work Experience

AXA Advisors, LLC, Financial Consultant

Education

Miami University, B.S. Finance & Accounting

Community Involvement

Cox Arboretum Foundation
Board of Trustees
Atrium Medical Center Foundation
Professional Seminar Planning Committee

Memberships

Miami University Alumni Association