Johnson Investment Counsel is one of the nation’s largest independent wealth management firms, managing assets for clients in 50 states. Johnson Investment Counsel is an employee-owned firm, offering a full range of fee-only, integrated wealth management services, including investment portfolios, education and retirement planning, cash management, estate planning, trust services, charitable giving, mutual funds, 401(k) plans, IRAs, and more. Johnson Investment Counsel has built strong, long-term relationships with individuals, families, charitable organizations, foundations, and corporations through four integrated divisions. JOHNSONINV.COMThe views and opinions expressed herein are my own and not the views or opinions of any investment adviser described in posted articles or reprints. All such views and opinions do not constitute or represent an endorsement, testimonial, or an offer to provide investment advice by either myself, Johnson Investment Counsel, or any other adviser mentioned. All reprinted articles that are copyright protected are provided with permission. Any security mentioned or described in these postings is not a recommendation to purchase or sell such security. Investing in securities can result in the loss of money. Johnson Investment Counsel is an SEC registered investment adviser which does not imply a certain level of skill or training. Additional information regarding the registration status of Johnson Investment Counsel can be obtained via the following website: https://adviserinfo.sec.gov and typing CRD # 117054. Additional disclosures regarding Johnson Investment Counsel appear on the firm’s website at: https://www.johnsoninv.com/disclosures.

- Help manage daily operations for a $400 million book of business, directly overseeing the fixed income portion valued at $150 million. Purchasing $10 million of individual bonds weekly on average.- Prepare client meeting agendas, focusing on tax, education, and retirement planning using eMoney, Holistiplan, Morningstar, Tamarac, and Wealthbox.- Execute the majority of the firm's trades using Schwab's iRebal (Formerly TD Ameritrade's).- Designed and implemented model portfolios across tax-deferred and Roth accounts, enhancing operational efficiency.- Streamlined portfolio rebalancing processes, achieving a reduction in manual rebalancing time.- Evaluate and integrate software solutions like Pontera, adding over $6.8 million in AUA.- Conduct thorough research on stocks, ETFs, and mutual funds, tailoring portfolios to client risk profiles.- Successfully passed the SIE and Series 65 exams.- Process client documentation accurately, facilitating account openings, transfers, and IRA-to-IRA analyses.

- Selected as one of 10 students from Dauch College of Business to collaboratively manage a $2 million Endowment Fund.- Utilized the Bloomberg Terminal for in-depth research, stock screening, and analysis of existing portfolio assets.- Performed fundamental analysis using dividend discount, free cash flow, and multiples models to pinpoint undervalued stocks and propose portfolio additions.- Presented quarterly returns, stock assessments, and investment recommendations to Ashland University's President, Board of Trustees, and the Investment Committee, exemplifying advanced communication and presentation capabilities.

- Conducted comprehensive research on mutual funds and financial news, analyzing portfolio structures, management teams, and performance metrics to inform investment decisions.- Completed and submitted various client applications, including Roth IRAs and Schwab One Accounts, ensuring high accuracy and meticulous attention to detail.- Leveraged financial tools such as Morningstar, Schwab, eMoney, and Redtail to optimize daily operations.- Engaged and cultivated potential leads via phone and email, leading to successful client acquisition.- Participated in both client and advisor meetings, enhancing my expertise in portfolio management and client relationship management.

- Conducted comprehensive competitive analyses for prospective self-storage acquisitions, focusing on market demand, pricing, and rival facilities to guide investment choices.- Developed financial models for potential acquisition sites and executed sensitivity analyses to evaluate deal feasibility and support negotiation strategies.- Participated in on-site due diligence for self-storage properties, verifying the precision and comprehensiveness of financial and operational data.- Led extensive market research to pinpoint and evaluate potential acquisition sites and novel development opportunities nationwide, leveraging industry databases and market analysis tools to shape investment approaches.