Joe joined Johnson Investment Counsel in 2017 and is a Director of the Northeastern Ohio Market as well as a Senior Portfolio Manager. He is a shareholder of the firm and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Prior to joining the firm, Joe was an Owner and Financial Advisor at Magis Wealth Planning. Before Magis, he worked as a Senior Equity Research Analyst and Vice President at KeyBanc Capital Markets.
Magis Wealth Planning, Owner, Financial Advisor
KeyBanc Capital Markets,
Senior Equity Research Analyst, Vice President
Kenamar Learning Corporation, Vice President
Case Western Reserve University, M.B.A. Finance
Miami University, B.A. Economics
Rainey Institute-Endowment Committee