Bio

Simon T. Buchman, CFP®

Simon T. Buchman, CFP®

Senior Portfolio Manager, Principal
Wealth Management, Cincinnati - West

Simon joined Johnson Investment Counsel in 2013 and is a Senior Portfolio Manager. He is a shareholder of the firm and holds the Certified Financial Planner (CFP®) designation. Before coming to the firm, Simon worked at Fidelity Investments.

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Team Members

Joseph P. Carlo, CFP®
Portfolio Manager Assistant
Karen S. Byrd
Client Support Assistant

Relevant Work Experience

Fidelity Investments

Education

Xavier University, M.B.A., Finance
University of Toledo, B.B.A. Finance

Community Involvement

ProSeniors
Board of Trustees
Finance Committee
LaSalle High School
Advancement Advisory Board (former)
LaSallian Scholars Program (former)