Profile
Mr. Jason M.
Farler, CFA, is a Senior Managing Director & Principal at Johnson Investment Counsel, Inc. He is a member of the Executive Team and is a shareholder of the firm.
He has been a member of several of the firm’s investment teams since joining in 2001.
Prior to joining the firm, Mr. Farler worked for Fidelity Investments in Brokerage Services.
He attended Miami University, Oxford where he earned his BS in Finance from the Richard T.
Farmer School of Business.
He is a CFA Charterholder and is a member of the CFA Society of Cincinnati.
Jason Farler active positions
| Companies | Position | Start |
|---|---|---|
Johnson Investment Counsel, Inc.
Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson builds investment portfolios designed to perform well in all market environments. The firm focuses on both investment grade fixed income and domestic equity securities. Equity strategies are bottom-up oriented driven by a proven multi-factor quantitative approach to company analysis. Fixed income blends together a macro and micro strategy, focusing on quality yield and emphasizing appropriate maturities. | Portfolio Manager-Equities | 01/05/2001 |
Former positions of Jason Farler
| Companies | Position | End |
|---|---|---|
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Corporate Officer/Principal | 01/01/2000 |
March of Dimes (Connecticut)
March of Dimes (Connecticut) Medical/Nursing ServicesHealth Services Provides healthcare services | Corporate Officer/Principal | - |
Training of Jason Farler
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Johnson Investment Counsel, Inc.
Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson builds investment portfolios designed to perform well in all market environments. The firm focuses on both investment grade fixed income and domestic equity securities. Equity strategies are bottom-up oriented driven by a proven multi-factor quantitative approach to company analysis. Fixed income blends together a macro and micro strategy, focusing on quality yield and emphasizing appropriate maturities. | Finance |
University of Miami
University of Miami Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Finance |
March of Dimes (Connecticut)
March of Dimes (Connecticut) Medical/Nursing ServicesHealth Services Provides healthcare services | Health Services |
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