Jonathan McEvoy

Portfolio Manager at Johnson Investment Counsel

Jonathan McEvoy's Professional Contact Details

Email (Verified)
****@johnsoninv.com
HQ
(513) 661-3100
Location
Cincinnati, Ohio, US
Company
Johnson Investment Counsel
Person Seniority
manager

Jonathan McEvoy's Current Company Details

Johnson Investment Counsel has steadily grown to become Ohio's largest independent wealth management firm, currently serving clients in 47 states. As a fee-only wealth management firm, we proudly emb...
Johnson Investment Counsel has steadily grown to become Ohio's largest independent wealth management firm, currently serving clients in 47 states. As a fee-only wealth management firm, we proudly embrace our fiduciary duty to our clients—meaning we have a legal obligation to put your interests above our own. Through Johnson Private Client Group, Johnson Trust Company, and Johnson Institutional Management, we serve individuals, corporations, retirement plans, foundations, and endowments. Johnson Investment Counsel, Inc. was founded in 1965 under the principle that clients are our top priority. Our dedication to service stems from our passion to provide sophisticated solutions to our clients, partnering with them to develop long-lasting relationships that span generations. As an independent company, the owners of our firm are also employees. Instead of focusing on the expectations of external shareholders, you are working with people who have a vested interest in your success.
Founded Year
1965
Organization Website
johnsoninv.com
Organization Languages
English
Organization Revenue
23000
Current Technologies
outlook
office 365
mailchimp spf
asp net
google analytics
vimeo
dotnetnuke
microsoft-iis

Job Functions

Education
Operations
Marketing
Sales
Information Technology
Legal
Business Development
Human Resources
wealth management
estate planning
insurance analysis
retirement planning
income tax planning
investment management
goalbased planning
finance
law practice
legal services

Jonathan McEvoy's Work History and Education

Johnson Investment Counsel
Portfolio Manager
2013 - Present

Colleagues at Johnson Investment Counsel

Principal and Portfolio Manager
Portfolio manager
Wealth Advisory Services
Portfolio Manager

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