Meet the Johnson Investment Counsel Team

James M. Wineland, CFP®, CIMA®, AIF®

Portfolio Manager

Wealth Management Services, Cleveland - Akron

James joined Johnson Investment Counsel in 2020. He is a Portfolio Manager in the Wealth Management Division, serving clients in the Cleveland-Akron office. James holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Certified Investment Management (CIMA®) designation, and The Accredited Investment Fiduciary (AIF®) designation. Prior to joining the firm, he worked for Boyd Watterson as a Regional Consultant as well as PNC Capital Advisors and PNC Investments.

Team Members

Relevant Work Experience

Boyd Watterson, Regional Consultant
PNC Capital Advisors, Internal Wholesaler
PNC Investments, Financial Consultant
PNC Investments, Senior Operations Associate
PNC Investments, Asset Service Member

Education

Ashland University, B.A. Finance

Community Involvement

National Kidney Foundation
Board Member
CFP® Board
Mentor
Family Reach
Volunteer Financial Planner (former)

Memberships

Brecksville Chamber of Commerce
Chagrin Falls Chamber of Commerce
Cleveland Estate Planning Council
Akron Estate Planning Council
Hockey Players in Business
Ashland University Alumni Association
Financial Planning Association 
Investment & Wealth Institute