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James R. Witte, CFA, CTFA

Portfolio Manager, Principal

Wealth Advisory Services, Cincinnati

Jim has been with Johnson Investment Counsel since 2000. He is a Portfolio Manager in Wealth Advisory Services in Cincinnati, Ohio. He holds the Chartered Financial Analyst (CFA) and the Certified Trust and Financial Advisor designations (CTFA). Prior to joining the firm, he worked at First Merchants Bank in Muncie, Indiana, as a Personal Trust Division Manager. Jim is a Cincinnati native; he and his wife, Marylinne, have two children, Evan and Jen. Jim also is a high school swim official, a former volunteer scuba diver at Newport Aquarium, and an instrument-rated private pilot.

Relevant Work Experience:

First Merchants Bank, Personal Trust Division Manager

Education:

Xavier University, M.B.A. Finance
Miami University, B.S. Finance

Community Involvement:

Alzheimer's Association, Finance Committee
Church of the Savior-Methodist, Endowment Committee
Friends of the Public Library, Vice President
Samuel Bell Home for the Sightless, Board Member, Secretary
Southwest (SW) Classic, Auction Event Coordinator
Sycamore High School, Swim Official
The Flying Neutrons Flying Club, Board Member

Memberships & Affiliations:

Cincinnati Estate Planning Council
CFA Society Cincinnati

Highlights & Recognitions:

Alzheimer’s Association of Greater Cincinnati, President’s Award