Client Login 800.541.0170


> 937.461.3790
> Email Me

> PDF Bio
> VCard

Joel D. Siefert, CFA

Portfolio Manager, Principal

Wealth Advisory Services, Dayton

Joel joined Johnson Investment Counsel in 2011. He is a Portfolio Manager in Wealth Advisory Services in Dayton, Ohio, and holds the Chartered Financial Analyst (CFA) designation. Prior to joining the firm, he worked for KeyBank as a Senior Portfolio Manager.

Relevant Work Experience:

KeyBank, Senior Portfolio Manager


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

Community Involvement:

Dayton Habitat for Humanity,
Ginghamsburg Church,
Radical Hospitality Team
Miami Valley Alzheimer's Association,
Board Member
VP of Finance/Treasurer
Finance Committee

Memberships & Affiliations:

CFA Society Dayton
CFA Institute
The Estate Planning Council of the Miami Valley