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Brandon Plumb, Cfa, Cfp® Email & Phone Number

Portfolio Manager at Johnson Investment Counsel
Location: Cleveland, Ohio, United States 4 work roles 1 school
1 work email found @johnsoninv.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email b****@johnsoninv.com
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Current company
Role
Portfolio Manager
Location
Cleveland, Ohio, United States
Company size

Who is Brandon Plumb, Cfa, Cfp®? Overview

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Quick answer

Brandon Plumb, Cfa, Cfp® is listed as Portfolio Manager at Johnson Investment Counsel, a with 128 employees, based in Cleveland, Ohio, United States. AeroLeads shows a work email signal at johnsoninv.com and a matched LinkedIn profile for Brandon Plumb, Cfa, Cfp®.

Brandon Plumb, Cfa, Cfp® previously worked as Associate Portfolio Manager at Johnson Investment Counsel and Portfolio Manager Assistant at Johnson Investment Counsel. Brandon Plumb, Cfa, Cfp® holds Bachelor Of Business Administration - Bba, Finance from The Ohio State University Fisher College Of Business.

Company email context

Email format at Johnson Investment Counsel

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*@johnsoninv.com
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AeroLeads found 1 current-domain work email signal for Brandon Plumb, Cfa, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Brandon Plumb, Cfa, Cfp®

Brandon Plumb, Cfa, Cfp® is a Portfolio Manager at Johnson Investment Counsel. He possess expertise in retail, sales, time management, retail sales, customer service and 33 more skills.

Listed skills include Retail, Sales, Time Management, Retail Sales, and 34 others.

Current workplace

Brandon Plumb, Cfa, Cfp®'s current company

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Johnson Investment Counsel
Johnson Investment Counsel
Portfolio Manager
cincinnati, ohio, united states
Website
Employees
128
AeroLeads page
4 roles

Brandon Plumb, Cfa, Cfp® work experience

A career timeline built from the work history available for this profile.

Associate Portfolio Manager

Johnson Investment Counsel is one of the nation’s largest independent wealth management firms, managing assets for clients in 49 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.

Portfolio Manager Assistant

Johnson Investment Counsel is one of the nation’s largest independent wealth management firms, managing assets for clients in 49 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.

Jul 2019 - Mar 2023

Licensed Relationship Manager

Cleveland, Ohio

Jul 2018 - Jun 2019
Team & coworkers

Colleagues at Johnson Investment Counsel

Other employees you can reach at johnsoninv.com. View company contacts for 128 employees →

1 education record

Brandon Plumb, Cfa, Cfp® education

FAQ

Frequently asked questions about Brandon Plumb, Cfa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Brandon Plumb, Cfa, Cfp® work for?

Brandon Plumb, Cfa, Cfp® works for Johnson Investment Counsel.

What is Brandon Plumb, Cfa, Cfp®'s role at Johnson Investment Counsel?

Brandon Plumb, Cfa, Cfp® is listed as Portfolio Manager at Johnson Investment Counsel.

What is Brandon Plumb, Cfa, Cfp®'s email address?

AeroLeads has found 1 work email signal at @johnsoninv.com for Brandon Plumb, Cfa, Cfp® at Johnson Investment Counsel.

Where is Brandon Plumb, Cfa, Cfp® based?

Brandon Plumb, Cfa, Cfp® is based in Cleveland, Ohio, United States while working with Johnson Investment Counsel.

What companies has Brandon Plumb, Cfa, Cfp® worked for?

Brandon Plumb, Cfa, Cfp® has worked for Johnson Investment Counsel and Keybank.

Who are Brandon Plumb, Cfa, Cfp®'s colleagues at Johnson Investment Counsel?

Brandon Plumb, Cfa, Cfp®'s colleagues at Johnson Investment Counsel include Anita Ridener, Steve Simendinger, Jarett Levitsky, Karen S. Byrd, and Dan Gusty, Cpa, Cfp™.

How can I contact Brandon Plumb, Cfa, Cfp®?

You can use AeroLeads to view verified contact signals for Brandon Plumb, Cfa, Cfp® at Johnson Investment Counsel, including work email, phone, and LinkedIn data when available.

What schools did Brandon Plumb, Cfa, Cfp® attend?

Brandon Plumb, Cfa, Cfp® holds Bachelor Of Business Administration - Bba, Finance from The Ohio State University Fisher College Of Business.

What skills is Brandon Plumb, Cfa, Cfp® known for?

Brandon Plumb, Cfa, Cfp® is listed with skills including Retail, Sales, Time Management, Retail Sales, Customer Service, Customer Satisfaction, Microsoft Excel, and Merchandising.

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