James Wineland

Portfolio Manager @Johnson Investment Counsel

Cleveland, OH, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2020 — Present

Portfolio Manager @Johnson Investment Counsel

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Cleveland/Akron, OH, US

EDUCATION

2008 — 2011

Ashland University

Bachelor of Science in Business Administration, Finance

SKILLS

Customer ServiceMicrosoft ExcelMutual FundsAsset AllocationFinanceInvestments

ABOUT JAMES WINELAND

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.

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James Wineland — Portfolio Manager at Johnson Investment Counsel in Cleveland, OH, US | Unifers