Jay Wertz
Gestore di Portafoglio-Azioni presso Johnson Investment Counsel, Inc.
Profilo
Mr. Michael J.
Wertz is a Senior Portfolio Manager & Principal at Johnson Investment Counsel, Inc. He joined Johnson Investment Counsel in 1998 and is a Senior Portfolio Manager with Johnson Wealth Management.
He is also a shareholder of the firm.
Prior to joining Johnson Investment Counsel, Mr. Wertz was a Trust Officer at a national bank.
He received his B.B.A.
in Finance & Marketing from University of Cincinnati.
Posizioni attive di Jay Wertz
| Società | Posizione | Inizio |
|---|---|---|
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 offers 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 | 01/01/1998 |
Precedenti posizioni note di Jay Wertz
| Società | Posizione | Fine |
|---|---|---|
| US Bank Trust, NA (Atlanta, Georgia) | Corporate Officer/Principal | - |
Formazione di Jay Wertz
| University of Cincinnati (Ohio) | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
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 offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Finance |
| US Bank Trust, NA (Atlanta, Georgia) | Finance |
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