Bio

Joel D. Siefert, CFA
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(937) 461-3790

Joel D. Siefert, CFA

Senior Portfolio Manager, Principal
Wealth Management Services, Dayton

Joel joined Johnson Investment Counsel in 2011. He is a Senior Portfolio Manager in Wealth Management in Dayton, Ohio, and holds the Chartered Financial Analyst® (CFA®) designation. Joel is also a shareholder of the firm. Prior to joining the firm, he worked for KeyBank as a Senior Portfolio Manager.

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Team Members

Joseph P. White, CFA, CFP®
Associate Portfolio Manager
Jennifer R. Hanselman
Client Support Assistant
Michelle L. Richard
Client Support Assistant

Relevant Work Experience

KeyBank, Senior Portfolio Manager

Education

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

Community Involvement

Gunner Futbol Club
Board Member/Treasurer
Ginghamsburg Church
Radical Hospitality Team
Dayton Habitat for Humanity
Volunteer (former)
Miami Valley Alzheimer's Association
Board Member (former)
Vice President of Finance/Treasurer (former)
Finance Committee (former)

Memberships

CFA Society Dayton
CFA Institute
The Estate Planning Council of the Miami Valley