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Elizabeth R. Schaefer, CIMA®

Portfolio Manager

Wealth Advisory Services, Dayton

Elizabeth joined Johnson Investment Counsel in 2018. She is a Portfolio Manager and holds the Certified Investment Management Analyst (CIMA®) designation. Prior to joining the firm, Elizabeth was the Director of Sales & Client Service for Riazzi Asset Management.

Relevant Work Experience:

Riazzi Asset Management, Director Sales & Client Service
UBS, Vice President, Financial Advisor
McDonald Investments, Managed Account Group Specialist

Education:

Miami University, B.A. English

Community Involvement:

St. Charles Parish, Volunteer

St. Charles School, Volunteer and Coach

United States Tennis Association, Junior Team Tennis Captain

Memberships & Affiliations:

Investment Management Consultants Association®