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Simon T. Buchman, CFP®

Portfolio Manager

Wealth Advisory Services, Cincinnati

Simon joined Johnson Investment Counsel in 2013. He is a Portfolio Manager and holds the Certified Financial Planner (CFP®) designation. Before coming to the firm, he worked at Fidelity Investments. Simon lives in Symmes Township with his wife Megan, and daughter Lucy.

Relevant Work Experience:

Fidelity Investments

Education:

Xavier University, M.B.A., Finance
University of Toledo, B.B.A. Finance

Community Involvement:

LaSalle High School,
Advancement Advisory Board
LaSallian Scholars Program
Pro Seniors,
Board of Trustees
Finance Committee