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®
Portfolio Manager
Jennifer R. Hanselman
Client Support Assistant
Michelle L. Richard
Client Support Assistant & Office Coordinator

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