Bio

Michael S. Jordan, CFA, CFP®

Michael S. Jordan, CFA, CFP®

Managing Director, Principal
Family Office Services, Cincinnati - Kenwood

Michael became a part of Johnson Investment Counsel in 2000. He is a Managing Director within Johnson Family Office Services in Cincinnati, Ohio, and is also a shareholder of the firm. He holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations. Prior to joining the firm, he worked at Fifth Third Bank as a Mutual Fund Accountant.

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Team Members

Jack T. Lemmel
Portfolio Manager Assistant
Deanna M. Richter
Client Support Assistant
Erica M.L. Osborn
Portfolio Manager Assistant

Relevant Work Experience

Fifth Third Bank, Mutual Fund Accountant

Education

University of Cincinnati, M.B.A. Finance
Ohio University, B.A. Finance

Community Involvement

PLAN of Southwest Ohio
Board of Directors
Finance Committee
Mercantile Library
Board of Directors (former)

Memberships

CFA Society Cincinnati (former)