Bio

Dean A. Moulas, CFA

Dean A. Moulas, CFA

Managing Director, Principal
Family Office Services, Cincinnati - Kenwood

Dean joined Johnson Investment Counsel in 2002 and is a Managing Director within Johnson Family Office Services in Cincinnati, Ohio. He is a shareholder of the firm and holds the Chartered Financial Analyst (CFA) designation. Prior to joining the firm, he worked for Zurich Scudder Investments as a Portfolio Manager as well as Nations Bank and Fifth Third Bank. Dean is also a former captain of the United States Air Force.

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Team Members

George Wong, CFA
Associate Portfolio Manager
Nicole Utz
Portfolio Manager Assistant
Lauren E.Simon
Client Support Assistant

Relevant Work Experience

Zurich Scudder Investments, Portfolio Manager
Nations Bank
Fifth Third Bank

Education

Embry-Riddle Aeronautical University, M.B.A. Aviation
The Ohio State University, B.A. History

Community Involvement

Cincinnati Playhouse in the Park
Board Member
Cincinnati Chamber Orchestra
President of the Board (former)
Cincinnati Museum Center
History Advisory Board Member (former)
St. Joseph Orphanage
Treasurer of Advisory Board (former)
The William Howard Taft National Historic Site
Treasurer of Board (former)

Memberships

CFA Society Cincinnati