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James Wineland, Cfp ®, Cima®, Aif® Email & Phone Number

Portfolio Manager at Johnson Investment Counsel at Johnson Investment Counsel
Location: Cleveland, Ohio, United States 8 work roles 1 school
1 work email found @johnsoninv.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@johnsoninv.com
LinkedIn Profile matched
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Current company
Johnson Investment Counsel
Role
Portfolio Manager at Johnson Investment Counsel
Location
Cleveland, Ohio, United States
Company size
128 employees

Who is James Wineland, Cfp ®, Cima®, Aif®? Overview

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Quick answer

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

James Wineland, Cfp ®, Cima®, Aif® previously worked as Portfolio Manager at Johnson Investment Counsel and Regional Consultant at Boyd Watterson Asset Management. James Wineland, Cfp ®, Cima®, Aif® holds Bachelor Of Science In Business Administration, Finance from Ashland University.

Company email context

Email format at Johnson Investment Counsel

This section adds company-level context without repeating James Wineland, Cfp ®, Cima®, Aif®'s masked contact details.

*@johnsoninv.com
71% confidence

AeroLeads found 1 current-domain work email signal for James Wineland, Cfp ®, Cima®, Aif®. Compare company email patterns before reaching out.

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Profile bio

About James Wineland, Cfp ®, Cima®, Aif®

“Johnson Investment Counsel has steadily grown to become one of Ohio’s largest independent wealth management firms, currently serving clients in 47 states. As a fee-only wealth management firm, we proudly embrace our fiduciary duty to our clients—meaning we have a legal obligation to put your interests above our own. Through Johnson Investment Counsel’s primary divisions—Johnson Wealth Management, Johnson Family Office Services, Johnson Trust Company, and Johnson Asset Management—we serve individuals, corporations, retirement plans, foundations, and endowments.Johnson Investment Counsel, Inc. was founded in 1965 under the principle that clients are our top priority. Our dedication to service stems from our passion to provide sophisticated solutions to our clients, partnering with them to develop long-lasting relationships that span generations. As an independent company, the owners of our firm are also employees. Instead of focusing on the expectations of external shareholders, you are working with people who have a vested interest in your success.www.johnsoninv.com"

Listed skills include Investments, Customer Service, Mutual Funds, Finance, and 2 others.

Current workplace

James Wineland, Cfp ®, Cima®, Aif®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Johnson Investment Counsel
Johnson Investment Counsel
Portfolio Manager at Johnson Investment Counsel
cincinnati, ohio, united states
Website
johnsoninv.com
Employees
128
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Company profile
View company profile Email format
8 roles

James Wineland, Cfp ®, Cima®, Aif® work experience

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

Internal Wholesaler

Pnc

Cleveland, Ohio

Mar 2015 - Jan 2018

Financial Consultant

Pnc

Cleveland/Akron, Ohio Area

Mar 2013 - Mar 2015

Senior Operations Associate

Pnc

Cleveland/Akron, Ohio Area

Jun 2011 - Jun 2013

Asset Service Team Member

Pnc

Cleveland/Akron, Ohio Area

Jun 2011 - Aug 2011
Team & coworkers

Colleagues at Johnson Investment Counsel

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

DE Donald Ennis, Cfp® Donald Ennis, Cfp® Colleague at Johnson Investment CounselCincinnati Metropolitan Area, United States View → AE Andrea Ernst, Cfp® Andrea Ernst, Cfp® Colleague at Johnson Investment CounselCincinnati, Ohio, United States, United States View → NJ Nick Jones Nick Jones Colleague at Johnson Investment CounselIndianapolis, Indiana, United States, United States View → SH Sandy Himmelsbach, Cfp®, Chsnc® Sandy Himmelsbach, Cfp®, Chsnc® Colleague at Johnson Investment CounselNewport, Kentucky, United States, United States View → MR Michelle Richard Michelle Richard Colleague at Johnson Investment CounselDayton Metropolitan Area, United States View → SL Steve Linder Steve Linder Colleague at Johnson Investment CounselCincinnati, Ohio, United States, United States View → JR Justin Rowden, Cfp® Justin Rowden, Cfp® Colleague at Johnson Investment CounselDayton, Ohio, United States, United States View → AK Andrew Kucia, Cfp® Andrew Kucia, Cfp® Colleague at Johnson Investment CounselCincinnati Metropolitan Area, United States View → EK Emma Kellerman Emma Kellerman Colleague at Johnson Investment CounselCincinnati, Ohio, United States, United States View → LS Lauren Seal Lauren Seal Colleague at Johnson Investment CounselCincinnati, Ohio, United States, United States View →
1 education record

James Wineland, Cfp ®, Cima®, Aif® education

FAQ

Frequently asked questions about James Wineland, Cfp ®, Cima®, Aif®

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

What company does James Wineland, Cfp ®, Cima®, Aif® work for?

James Wineland, Cfp ®, Cima®, Aif® works for Johnson Investment Counsel.

What is James Wineland, Cfp ®, Cima®, Aif®'s role at Johnson Investment Counsel?

James Wineland, Cfp ®, Cima®, Aif® is listed as Portfolio Manager at Johnson Investment Counsel at Johnson Investment Counsel.

What is James Wineland, Cfp ®, Cima®, Aif®'s email address?

AeroLeads has found 1 work email signal at @johnsoninv.com for James Wineland, Cfp ®, Cima®, Aif® at Johnson Investment Counsel.

Where is James Wineland, Cfp ®, Cima®, Aif® based?

James Wineland, Cfp ®, Cima®, Aif® is based in Cleveland, Ohio, United States while working with Johnson Investment Counsel.

What companies has James Wineland, Cfp ®, Cima®, Aif® worked for?

James Wineland, Cfp ®, Cima®, Aif® has worked for Johnson Investment Counsel, Boyd Watterson Asset Management, Pnc, Ashland University, and The Financial Solutions Network, Llc.

Who are James Wineland, Cfp ®, Cima®, Aif®'s colleagues at Johnson Investment Counsel?

James Wineland, Cfp ®, Cima®, Aif®'s colleagues at Johnson Investment Counsel include Donald Ennis, Cfp®, Andrea Ernst, Cfp®, Nick Jones, Sandy Himmelsbach, Cfp®, Chsnc®, and Michelle Richard.

How can I contact James Wineland, Cfp ®, Cima®, Aif®?

You can use AeroLeads to view verified contact signals for James Wineland, Cfp ®, Cima®, Aif® at Johnson Investment Counsel, including work email, phone, and LinkedIn data when available.

What schools did James Wineland, Cfp ®, Cima®, Aif® attend?

James Wineland, Cfp ®, Cima®, Aif® holds Bachelor Of Science In Business Administration, Finance from Ashland University.

What skills is James Wineland, Cfp ®, Cima®, Aif® known for?

James Wineland, Cfp ®, Cima®, Aif® is listed with skills including Investments, Customer Service, Mutual Funds, Finance, Microsoft Excel, and Asset Allocation.

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