Profilo
Mr. James R.
Witte, CFA MBA, is a Portfolio Manager & Principal at Johnson Investment Counsel, Inc.
Prior to joining Johnson Investment Counsel in February 2000, Mr. Witte worked at First Merchants Bank in Muncie, Indiana, as a Personal Trust Division Manager.
He received his undergraduate degree from Miami University and an MBA from Xavier University.
He holds the Chartered Financial Analyst and the Certified Trust and Financial Advisor designations.
Precedenti posizioni note di James R. Witte
Società | Posizione | Fine |
---|---|---|
Johnson Investment Counsel, Inc.
Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Gestore di Portafoglio-Azioni | 27/03/2018 |
First Merchants Bank (Muncie, Indiana)
First Merchants Bank (Muncie, Indiana) Regional BanksFinance First Merchants Bank NA provides investment advice and other commercial banking services. The firm’s services include online, mobile and telephone banking, ACH, direct deposit, wires, stop payments, money orders, safe deposit boxes, wealth management, savings and CDs. The company was founded in 1893 and is headquartered in Muncie, IN. | Corporate Officer/Principal | - |
Formazione di James R. Witte
Xavier University | Masters Business Admin |
Miami University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Johnson Investment Counsel, Inc.
Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Finance |
First Merchants Bank (Muncie, Indiana)
First Merchants Bank (Muncie, Indiana) Regional BanksFinance First Merchants Bank NA provides investment advice and other commercial banking services. The firm’s services include online, mobile and telephone banking, ACH, direct deposit, wires, stop payments, money orders, safe deposit boxes, wealth management, savings and CDs. The company was founded in 1893 and is headquartered in Muncie, IN. | Finance |
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