Bio

M. Jay Wertz, CAP®, CFP®

M. Jay Wertz, CAP®, CFP®

Senior Managing Director of Wealth Management Services, Principal
Wealth Management, Cincinnati - West

Jay joined Johnson Investment Counsel in 1998. He is a Senior Managing Director with Johnson Wealth Management and holds the Chartered Advisor in Philanthropy (CAP®) and Certified Financial Planner (CFP®) designations. He is also a shareholder of the firm. Prior to joining the firm, Jay was a Trust Officer at a national bank. Jay leads the firm’s Client Experience Team and also is a member of the firm’s Mangement Team.

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Team Members

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

Education

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

Community Involvement

Elder High School
Finance & Facilities Committee
Steering Committee, Advancing Our Legacy Member
Society of St. Vincent de Paul
Advisory Board
Relationship Building Committee

Highlights & Recognition

Quoted in the New York Times and Wall Street Journal