Johnson Investment Counsel

We are pleased to announce Research Analyst Kristen Rettig, CFA, has been appointed as the Women in Investment Management (WiIM) Chair on the CFA Society Cincinnati Board of Directors. One of the firm’s core purposes and values is a commitment to community involvement. We love to see the passion our employees have to give back to their communities in ways that matter to them! To learn more about the CFA Society Cincinnati, visit their website: https://buff.ly/3xMyAYn #CFA #CFASociety #CFASocietyCincinnati #WomenInInvestmentManagement #JICTeam #JICCincinnati #JohnsonInvestmentCounsel #BoardMember

Are you a people person? A friendly, outgoing, and organized professional? Let’s talk! Johnson Investment Counsel, one of the nation’s largest Registered Investment Advisors, is hiring a Front Desk Associate for our recently renovated Cincinnati - West Fork office. Enjoy working in a beautiful, modern workspace with award-winning workplace culture and competitive salary and benefits packages. Interested in joining our dynamic team? Learn more about Johnson and find the position details here: https://buff.ly/4eOThDS #GreatPlaceToWork #FrontDeskAssociate #JohnsonInvestmentCounsel #WeAreHiring #TopWorkPlaces #JICCincinnati

As we gather with loved ones to celebrate Independence Day, let's honor the men and women who serve our country and protect the freedoms we hold dear. Their dedication ensures that the American dream endures. Wishing you a joyful and safe 4th of July! #4thOfJuly #July4th #IndependenceDay #America

We're hiring! If you're detail-oriented, proactive, and thrive on delivering exceptional client service, we want to hear from you! Johnson Investment Counsel, one of the nation’s largest Registered Investment Advisors, is hiring a Client Support Specialist for our Dayton office. Enjoy working in a beautiful, modern workspace with award-winning workplace culture and competitive salary and benefits packages. Interested in joining our dynamic team? Learn more about Johnson and find the position details here: https://buff.ly/4eOThDS #ClientSupportSpecialist #JohnsonInvestmentCounsel #WeAreHiring #JICDayton #ClientSupport #JoinOurTeam

The Dayton Business Journal’s list of Dayton-Area Money Management Firms for 2024 places Johnson as #3. We are proud of the hard work and dedication of our employees to deliver excellent service and honored by the loyalty of our amazing clients that makes this possible. See the entire @dbjnews Largest Money Management List here: https://buff.ly/3XKClYQ #TopRIAFirm #DaytonBusinessJournal #DBJ #JohnsonInvestmentCounsel #JICDayton#LargetMoneyManagementFirms Disclaimer: The ranking may not be representative of any one client's experience as it reflects a sample of client experiences. The award is also not indicative of future performance and there is no guarantee of future investment success. The ranking is based on assets under management as of 6/1/24 reported by individual firms via an online survey.

Congratulations to the winners of this year’s 2024 Patrick Chong Scholarship: Robert Grimaldi and Sydney Richard! Robert, son of JIC’s Ann Grimaldi, is an incoming senior at the University of Cincinnati. He is pursuing a major in neurobiology and hopes to continue his education in a medical school program. Sydney, daughter of JIC’s Michelle Richard, holds an Associate of Science degree from Edison State Community College and is continuing her education this fall at Tiffin University. She is pursuing a double major in biology and chemistry with a focus in forensic science and hopes to continue her education in a medical school program to become a forensic pathologist. In memory of our colleague, Patrick Chong, who worked as a Portfolio Manager Assistant in 1997 and lost his battle with cancer in 2002, Johnson Investment Counsel established the Patrick Chong Memorial Scholarship. This scholarship was created to reward the families of JIC employees by providing tuition assistance for college. Over the past 20 years, Johnson has awarded 47 students who have demonstrated academic excellence, a commitment to extra-curricular activities, and a heart to serve through community involvement. Applications are reviewed and judged by a panel of educators at the University of Cincinnati. #CompanyCulture #Scholarship #PatrickChong #WealthManagement #CommunityInvolvement #HigherEducation #TiffinUniversity #EdisonStateCommunityCollege

Did you know that there is a designation that specializes in alternative investment options? The Chartered Alternative Investment Analyst (CAIA) designation, offered by the CAIA Association, is a benchmark for analysis, application, and standards of practice in the alternative investments arena. What are alternative investments? They are investments that are not stocks, bonds, and cash, including real estate, private equity, hedge funds, commodities, natural resources, infrastructure, collateralized debt obligations, and credit derivatives. When you come to Johnson, we know you are entrusting us with your valuable assets. As one of the largest independent advisory firms in the nation with an in-house research department, the Johnson team is fully committed to this responsibility. Our diversified, high-quality investment strategies and wealth management services are designed to set you on a path to long-term success. Our research department, consisting of a focused team of a dozen highly credentialed analysts with decades of experience, makes it their job to study economics and market trends. See the difference a research-focused approach makes. Our advisors would be happy to meet with you. Learn more at JOHNSONINV.COM, or call 1.800.541.0170 *See other possible education and professional experience combinations at CAIA.org #CAIA #CharteredAlternativeInvestmentAnalyst #JohnsonInvestmentCounsel #JICTeam #Designation #Certification #AlternativeInvestments #JICWealthManagement

Senior Research Analyst Joe Abbott, CFA weighs in on Kroger’s first-quarter earnings, noting the commentary on second-quarter expectations came in a bit weaker than hoped for. Joe shared with Steve Watkins that the culprit behind the Q2 guidance is related to slight margin pressures, namely from lower pharmacy profitability along with an increase in incentive compensation.  Read the full Cincinnati Business Courier article here: https://lnkd.in/evN6NAdD #Kroger #EarningsExpectations #BusinessCourier #JohnsonInvestmentCounsel #JICCincinnati Disclaimer: Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise. 

Help us welcome our summer co-ops! Becky Veid is a family office co-op working with Michael Prebles and Nathan Nichols and is currently a senior majoring in finance and accounting at the University of Kentucky. Eric Eickenhorst is a wealth management co-op working with Andrew Kucia, CFP®, and is currently a senior majoring in finance and business analytics with a minor in psychology at Ohio University. Nida Aslam Khan is a research co-op working with Bryan Andress, CFA­­ and is currently a junior majoring in business economics at the University of Cincinnati Carl H. Lindner College of Business. Thank you to Becky, Eric, and Nida! We are lucky to have you on the Johnson team; your contributions to the company are valued and appreciated. If you are interested in participating in our co-op or internship programs, please inquire by emailing info@johnsoninv.com. #CoOp #Internship #WealthManagement #Research #UniversityOfKentucky #OhioUniversity #UniversityOfCincinnati #LindnerCollegeOfBusiness #JICCincinnati #JICCoOp

Worried about rising college tuition costs? It’s never too late to start saving! Senior Portfolio Manager Laura R. Mattern, CFA, CFP®, was interviewed by Amy Scalia of Cincinnati Refined on saving for college and 529 plans for this week's show on LOCAL 12, WKRC-TV. Check out the full segment here: https://lnkd.in/ezsJzJmd #529Plans #CollegeSavings #CincinnatiRefined #AmyOnTheGo #Channel12 #Education #JohnsonInvestmentCounsel #JICWealthManagement