Wednesday, February 5, 2025

2025 Virtual Wealth Management Forum

 

 

In this year's annual Wealth Management Forum. CEO Jason Jackman provided a firm update, and CIO Charles Rinehart and Managing Director Brandon Zureick shared a detailed economic and market analysis. The presentation was recorded on February 4, 2025. 

Our speakers:

  • Jason Jackman, CFA - CEO, Johnson Investment Counsel
  • Charles Rinehart, CFA, CAIA - CIO, Johnson Investment Counsel
  • Brandon Zureick, CFA - Managing Director & Portfolio Manager, Johnson Asset Management

 

To download the charts shared in this year's Wealth Management Forum, click the link below:

2025 Virtual Wealth Management Forum