Bio
Alexander M. Wertz, CFP®
Associate Portfolio Manager
Family Office Services, Cincinnati - Kenwood
Alex joined Johnson Investment Counsel in 2020 and serves as an Associate Portfolio Manager. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Prior to joining the firm full-time, he worked in the West Fork and Kenwood offices as a Wealth Management Intern since May of 2019. Alex also completed internships with Charles Schwab & Co. and Great American Insurance Group while in college. He graduated from Indiana University’s Kelley School of Business in May of 2020 with a degree in Finance, and a concentration in Wealth Management.
Relevant Work Experience
Johnson Investment Counsel, Wealth Management Intern
Charles Schwab & Co., Registered Investment Advisory Intern
Great American Insurance Group, Annuity/Finance Intern
Education
Indiana University, B.S. Finance
Community Involvement
Mentoring+
Volunteer
Cincinnati Animal Shelter
Volunteer (former)
Memberships
Financial Planning Association
Kelley School of Business Wealth Management Workshop Alumni Association