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2018 Wealth Management Forum

Jason Jackman, President and Chief Investment Officer of Johnson Investment Counsel is joined by a panel of colleagues to discuss our current views on the markets, and an update on tax planning.

2018 Wealth Management Forum Speakers

  • Moderator: Jason O. Jackman, CFA, President and Chief Investment Officer

2018 Economic & Market Discussion

  • Dale H. Coates, CFA, Vice President & Portfolio Manager
  • Chad R. Maggard, CFA, Portfolio Manager
  • Charles E. Rinehart, CFA, CAIA, Portfolio Manager
  • Brandon A. Zureick, CFA, Portfolio Manager and Strategist

2018 Tax Planning Discussion

  • Mary P. Burns, Esq., Trust Counsel
  • Jason M. Farler, CFA, Portfolio Manager
  • Scott Wyckoff, CFA, CFP®, Portfolio Manager

2018 Wealth Management Forum Presentation PDF


2018 Queen City Club - Wealth Management Forum Presentation

Strategic Focus - 2018 Edition

Strategic Focus is a proprietary research piece from Johnson Investment Counsel that outlines our thoughts on the economy and financial markets, and how we construct portfolios to meet an investor’s needs.


One of our more important responsibilities to our clients is to communicate in an open and direct manner. Some of our comments and statements in the above documents and audio recordings are based on current management expectations and are considered “forward-looking statements.” Actual future results, however, may prove to be different from our expectations. You can identify forward-looking statements by words such as “may,” “will,” “believe,” “attempt,” “seem,” “think,” “expect,” “ought,” “try,” and other similar terms. We cannot promise future results. Our opinions are a reflection of our best judgment at the time these documents and audio recordings were created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.