Joel Siefert
Portfolio Manager-Equities at Johnson Investment Counsel, Inc.
Profile
Mr. Joel D.
Siefert, CFA MBA, is a Senior Portfolio Manager & Principal at Johnson Investment Counsel, Inc. He joined the firm in 2011 and is also a shareholder of the firm.
Prior to joining the firm, Mr. Siefert worked for KeyBank as a Senior Portfolio Manager.
He received his B.B.A.
in Finance and M.B.A.
in Finance from the University of Toledo.
He holds the Chartered Financial Analyst (CFA) designation.
Joel Siefert active positions
Companies | Position | Start |
---|---|---|
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. | Portfolio Manager-Equities | 2011-03-31 |
Former positions of Joel Siefert
Companies | Position | End |
---|---|---|
KeyBank NA (Cleveland, Ohio)
KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | Corporate Officer/Principal | 2011-03-30 |
Training of Joel Siefert
University of Toledo (Ohio) | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 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 |
KeyBank NA (Cleveland, Ohio)
KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | Finance |
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