Bio

Sharon G. Tallman, CFP®

Sharon G. Tallman, CFP®

Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood

Sharon joined Johnson Investment Counsel in 2007 and is a Senior Portfolio Manager in our Wealth Management division. She is a shareholder of the firm and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification Sharon also has the National Social Security Advisor (NSSA) certification. She has worked in the financial services industry since 1987. Before joining the firm, she was a Vice President at PNC Bank and a Portfolio Manager at Fifth Third Bank.

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Team Members

Laura R. Mattern, CFA, CFP®
Portfolio Manager
Tina M. Panzeca
Client Support Assistant

Relevant Work Experience

PNC Bank, Vice President
Fifth Third Bank, Portfolio Manager

Education

Xavier University, Financial Planning
Xavier University, B.A. Speech Communications &
Public Relations

Community Involvement

Freestore Foodbank
Volunteer

 

Memberships

Financial Planning Association