Bio

Joel D. Siefert, CFA
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.

Team Members
Joseph P. White, CFA, CFP®
Associate Portfolio ManagerJennifer R. Hanselman
Client Support AssistantMichelle L. Richard
Client Support AssistantRelevant 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