Jay Wertz
Portfolio Manager-Equities at Johnson Investment Counsel, Inc.
Profile
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.
Jay Wertz 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 | 01/01/1998 |
Former positions of Jay Wertz
| Companies | Position | End |
|---|---|---|
| US Bank Trust, NA (Atlanta, Georgia) | Corporate Officer/Principal | - |
Training of Jay Wertz
| University of Cincinnati (Ohio) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 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 |
| US Bank Trust, NA (Atlanta, Georgia) | Finance |
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