Meet the Johnson Investment Counsel Team

James M. Wineland, CFP®, CIMA®, AIF®

Senior Portfolio Manager, Principal

Wealth Management Services, Cleveland - Akron

James joined Johnson Investment Counsel in 2020. He is a Senior Portfolio Manager in the Wealth Management Division, serving clients in the Cleveland-Akron office. James holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Certified Investment Management (CIMA®) designation, and The Accredited Investment Fiduciary (AIF®) designation. Prior to joining the firm, he worked for Boyd Watterson as a Regional Consultant as well as PNC Capital Advisors and PNC Investments. James is also a Johnson Investment Counsel shareholder. 

Team Members

Relevant Work Experience

Boyd Watterson, Regional Consultant
PNC Capital Advisors, Internal Wholesaler
PNC Investments, Financial Consultant
PNC Investments, Senior Operations Associate
PNC Investments, Asset Service Member

Education

Ashland University, B.A. Finance

Community Involvement

CFP® Board
Mentor

Memberships

Hockey Players in Business
Ashland University Alumni Association
Investment & Wealth Institute