M. Jay Wertz, CAP®, CFP®

Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood

Jay joined Johnson Investment Counsel in 1998. He is a Senior Portfolio Manager with Johnson Wealth Management and holds the Chartered Advisor in Philanthropy (CAP®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. He is also a shareholder of the firm. Prior to joining the firm, Jay was a Trust Officer at a national bank.

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Team Members

Joseph P. Carlo, CFP®
Associate Portfolio Manager
Julie S. Ackerman
Client Support Assistant


University of Cincinnati, B.B.A. Finance & Marketing

Community Involvement

Elder High School
Investment Committee
Steering Committee, Advancing Our Legacy Member (former)
Board of Trustees, Vice-Chair (former)
Society of St. Vincent de Paul
Advisory Board
Relationship Building Committee
Board of Trustees (former)

Highlights & Recognition

Quoted in the New York Times and Wall Street Journal