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2023 Virtual Wealth Management Forum
Join Johnson Investment Counsel for our Virtual Wealth Management Forum. President Jason Jackman will provide highlights from 2022 and introduce JIC team members who will share insights on the market and economy as well as other key wealth management and estate planning topics. “Virtual doors” open at 3:45, presentation begins at 4 pm.

Following our Wealth Management Forum presentation, stay tuned for a special video premiere—“A Look Back: The Story of Johnson Investment Counsel.” In this 10-minute video, founder Tim Johnson shares the story of JIC’s beginnings. You will hear from JIC’s first employees, and Tim’s wife Janet—you won’t want to miss it!

Feb 8, 2023 03:45 PM in Eastern Time (US and Canada)

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Speakers

Jason Jackman, CFA
Chief Executive Officer
Jason Jackman is the Chief Executive Officer of Johnson Investment Counsel and a shareholder of the firm. Previously, he was Director of Fixed Income and Institutional Management. Jason has been with the firm since 1993, joining soon after earning his bachelor’s degree in economics from Wittenberg University. He holds the Chartered Financial Analyst (CFA) designation, and is a member of the Cincinnati Society of Financial Analysts. Jason serves as President of the Northern Kentucky University Foundation where he formerly served as the Investment Committee Chair. He is a member of the Cincinnati Regional Business Committee and is on the Board of Trustees for St. Elizabeth Healthcare. Jason also serves as Board Member and Treasurer for the Young Presidents Organization (YPO).
Tony Kure, CFP®
Managing Director of Northeastern Ohio Market
Tony joined Johnson Investment Counsel in 2017. He is the Managing Director of the Northeastern Ohio Market. He is a shareholder of the firm and holds the Certified Financial Planner (CFP®) designation. Prior to joining the firm, Tony was the Owner and Financial Advisor of Magis Wealth Planning. Before founding Magis Wealth Planning, he worked as an Equity Analyst at KeyBanc Capital Markets.
Joe Radigan, CFP®
Director of Northeastern Ohio Market
Joe joined Johnson Investment Counsel in 2017 and is a Director of the Northeastern Ohio Market as well as a Senior Portfolio Manager. He is a shareholder of the firm and holds the Certified Financial Planner (CFP®) designation. Prior to joining the firm, Joe was an Owner and Financial Advisor at Magis Wealth Planning. Before Magis, he worked as a Senior Equity Research Analyst and Vice President at KeyBanc Capital Markets.
Laura Mattern, CFA, CFP®
Portfolio Manager
Laura joined Johnson Investment Counsel in 2018 and is a Portfolio Manager. Prior to coming to the firm, she worked at Fifth Third Bank as a Portfolio Manager. Laura also worked in Trust Compliance during her time at Fifth Third Bank. She holds the Chartered Financial Analyst (CFA) designation and Certified Financial Planner (CFP®) certification.
Mary Burns, Esq.
Vice President of Estate Planning, Senior Trust Counsel
Mary returned to Johnson Trust Company as Trust Counsel in 2017, having served in the same role from 2007-2014. She currently serves as Vice President of Estate Planning and Senior Trust Counsel. Mary is also a shareholder of the firm. In the interim, she was a shareholder at the law firm of Barron, Peck, Bennie & Schlemmer Co., LPA.
Charles Rinehart, CFA, CAIA
Chief Investment Officer
Charles has been with Johnson Investment Counsel since 2007. He is the Chief Investment Officer within Johnson Asset Management and is also a shareholder of the firm. He holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. Charles started working at Johnson as a University of Cincinnati Student Co-op and is a graduate of UC’s Kolodzik Business Scholars program.
Brandon Zureick, CFA
Director & Portfolio Manager
Brandon came to Johnson Investment Counsel in 2011, and is a Director and Portfolio Manager for Johnson Asset Management. He is a shareholder of the firm and holds the Chartered Financial Analyst (CFA) designation. Prior to joining the firm, he was a Portfolio Analyst for Robert W. Baird.