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Jason M. Farler, CFA

Portfolio Manager, Principal

Family Office Services, Cincinnati - Kenwood

Jason M. Farler, CFA is a Principal/Portfolio Manager within the Johnson Trust Family Office Services division of Johnson Investment Counsel, Inc. and has been with the firm since 2001 and is the International Analyst for the firm's Equity Strategy team. Prior to joining Johnson, Jason worked for Fidelity Investments in Brokerage Services.

Jason attended Miami University Oxford where he earned his BS in Finance from the Richard T. Farmer School of Business. Jason is a CFA Charterholder and is a member of the CFA Society of Cincinnati. He has been recognized by the CFA Institute for his commitment to continuing education through their voluntary personal development program.

Jason is a former Chairman for the Board of Directors of the March of Dimes Cincinnati/Northern Kentucky Division and is a former member of the Board of Advisors for the Duke Energy Children's Museum at the Cincinnati Museum Center at Union Terminal.

He is also a member of the Cincinnati Estate Planning Council and graduate of the 2007 class of C-Change, a leadership development program sponsored by the Greater Cincinnati Regional Chamber of Commerce. In 2008, Jason was named as one of the Business Courier's Forty Under 40 Award recipients.

Jason has been a speaker at Miami University, The Atrium Medical Center Foundation and at the firm's annual outlook seminar.

Relevant Work Experience:

Fidelity Investments, Brokerage Services Representative

Education:

Miami University, B.S. Finance
CFA Institute: Chartered Financial Analyst (2005)

Community Involvement:

ArtsWave, Campaign Committee
Cincinnati Estate Planning Council, Board Member
Cincinnati Children’s Museum, Board of Advisors (former)
March of Dimes, Board of Directors (former)

Memberships & Affiliations:

CFA Society Cincinnati

Highlights & Recognitions:

Business Courier's Forty under 40 Award (2008)
Cincinnati USA Chamber of Commerce C-Change (Class of 2007)