Bio

Daniel A. Barnett, CFA

Daniel A. Barnett, CFA

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati - West

Dan joined Johnson Investment Counsel in 2010 and serves as a Senior Portfolio Manager. He is a shareholder of the firm and holds the Chartered Financial Analyst (CFA) designation. Before coming to the firm, he worked at Morgan Stanley, Inc., as a Financial Advisor and at CGI Group, as a Financial Analyst.

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Team Members

Maxwell D. Klett
Portfolio Manager Assistant
Karen S. Byrd
Client Support Assistant

Relevant Work Experience

Morgan Stanley, Inc., Financial Advisor
CGI Group, Financial Analyst

Education

University of Cincinnati, M.B.A. Finance
University of Toledo, B.A. Finance

Community Involvement

Cincinnati Parks Foundation
Investment Committee
Goering Center
Board of Advisors
Chair
People Working Cooperatively
Investment Committee

Memberships

CFA Institute
CFA Society Cincinnati