Bio
Daniel A. Barnett, CFA
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
Dan joined Johnson Investment Counsel in 2010 and serves as a Senior Portfolio Manager. He is a shareholder of the firm and holds the Chartered Financial Analyst (CFA) designation. Before coming to the firm, he worked at Morgan Stanley, Inc., as a Financial Advisor and at CGI Group, as a Financial Analyst.
Team Members
Maxwell D. Klett, CFP®
Associate Portfolio ManagerMichael P. Prebles, MBA
Portfolio Manager AssistantKaren S. Byrd
Client Support AssistantRelevant Work Experience
Morgan Stanley, Inc., Financial Advisor
CGI Group, Financial Analyst
Education
University of Cincinnati, M.B.A. Finance
University of Toledo, B.A. Finance
Community Involvement
Cincinnati Parks Foundation
Investment Committee
Goering Center
Board of Advisors
Chair
People Working Cooperatively
Investment Committee
Memberships
CFA Institute
CFA Society Cincinnati