Joe Carlo
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Joe Carlo Email & Phone Number

Portfolio Manager at Johnson Investment Counsel
Location: Cincinnati, Ohio, United States 7 work roles 4 schools
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
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Current company
Role
Portfolio Manager
Location
Cincinnati, Ohio, United States
Company size

Who is Joe Carlo? Overview

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Quick answer

Joe Carlo is listed as Portfolio Manager at Johnson Investment Counsel, a company with 166 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at johnsoninv.com and a matched LinkedIn profile for Joe Carlo.

Joe Carlo previously worked as Associate Portfolio Manager at Johnson Investment Counsel and Business Manager at Concert:Nova. Joe Carlo holds Master Of Science - Ms, Finance And Financial Management Services from University Of Cincinnati Carl H. Lindner College Of Business.

Company email context

Email format at Johnson Investment Counsel

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{first_initial}{last}@johnsoninv.com
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AeroLeads found 1 current-domain work email signal for Joe Carlo. Compare company email patterns before reaching out.

Profile bio

About Joe Carlo

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 Project Management, Grant Writing, Tessitura, Fundraising, and 4 others.

Current workplace

Joe Carlo's current company

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Johnson Investment Counsel
Johnson Investment Counsel
Portfolio Manager
Cincinnati, OH, US
Website
Employees
166
AeroLeads page
7 roles

Joe Carlo work experience

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

Associate Portfolio Manager

Current

Cincinnati, OH

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.

May 2018 - Present

Business Manager

Concert:Nova

Cincinnati, OH

Aug 2014 - Aug 2017
Team & coworkers

Colleagues at Johnson Investment Counsel

Other employees you can reach at johnsoninv.com. View company contacts for 166 employees →

4 education records

Joe Carlo education

FAQ

Frequently asked questions about Joe Carlo

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

What company does Joe Carlo work for?

Joe Carlo works for Johnson Investment Counsel.

What is Joe Carlo's role at Johnson Investment Counsel?

Joe Carlo is listed as Portfolio Manager at Johnson Investment Counsel.

What is Joe Carlo's email address?

AeroLeads has found 1 work email signal at @johnsoninv.com for Joe Carlo at Johnson Investment Counsel.

Where is Joe Carlo based?

Joe Carlo is based in Cincinnati, Ohio, United States while working with Johnson Investment Counsel.

What companies has Joe Carlo worked for?

Joe Carlo has worked for Johnson Investment Counsel, Concert:Nova, Cincinnati Opera, Vocal Arts Ensemble Of Cincinnati, and Wayforward Technologies.

Who are Joe Carlo's colleagues at Johnson Investment Counsel?

Joe Carlo's colleagues at Johnson Investment Counsel include Dave Roettker, Michelle Stroh, Nick Jones, Kathy Sias, and Tina Panzeca.

How can I contact Joe Carlo?

You can use AeroLeads to view verified contact signals for Joe Carlo at Johnson Investment Counsel, including work email, phone, and LinkedIn data when available.

What schools did Joe Carlo attend?

Joe Carlo holds Master Of Science - Ms, Finance And Financial Management Services from University Of Cincinnati Carl H. Lindner College Of Business.

What skills is Joe Carlo known for?

Joe Carlo is listed with skills including Project Management, Grant Writing, Tessitura, Fundraising, Event Management, Adobe Photoshop, Adobe Illustrator, and Microsoft Office.

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