Bio
Brandon R. Plumb, CFA, CFP®
Portfolio Manager
Family Office Services, Cleveland - Akron
Brandon joined Johnson Investment Counsel in 2019. He is a Portfolio Manager in Wealth Management in Cleveland, Ohio and holds both the Chartered Financial Analyst® (CFA®) designation and the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Prior to joining the firm, Brandon worked for KeyBank in Cleveland as a Licensed Relationship Manager and also as a Retail Bank Intern.
Relevant Work Experience
KeyBank, Licensed Relationship Manager
KeyBank, Retail Banking Internship
Education
Ohio State University, B.S.B.A Finance